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Full Description
Praise for the previous edition, Portfolio First Aid "I'd categorize Portfolio First Aid as a seriousinvestment primer that has the laudable, if ambitious, goal ofraising the sophistication level of the general public."?Jonathan Chevreau, Financial Post"Portfolio First Aid has the right pedigree as an advicetome on healthy investing. Covers the bases of portfolio balance,building wealth, investing for income and managing risk."?The Edmonton JournalThe financial meltdown has taken a severe toll on the financesof Canadians, and on their confidence in financial and investmentadvisors. Canadians need help to learn how to diagnose what is thegreatest threat to their long-term financial well-being and tofollow a course of treatment to recovery.Financial First Aid for Canadian Investors is for all thebattered and bloodied investors whose portfolios are in tatters andwho lack direction about what to do next. By examining the lessonsto be learned from mistakes made in both good and bad markets, theauthors address the common and recurring investment blunders theyhave witnessed over many years, and offer a clear prescription forhow to repair wounded portfolios.
Contents
Preface. Acknowledgements.PART ONE: DIAGNOSIS.Chapter 1: The Past Is Prescient: Let History Be YourGuide.Chapter 2: Trust, but Verify.Chapter 3: Self-Inflicted Wounds: The Most Common StrategicErrors Made by Investors.Chapter 4: Tactical Errors: Mind Over Matter.PART TWO: PRESCRIPTIONS.Chapter 5: You Need Professional Help!Chapter 6: It's Always About You: Working With anAdvisor.Chapter 7: Balancing Act: Asset Allocation Srategies toMinimize Risk and Maximize Return.Chapter 8: Show Me the Money: Investing forIncome.Chapter 9: Building Blocks of Wealth: Ownership ThroughEquities.Chapter 10: Toys in the Attic: Three Ways to Own EquitiesIndirectly.Chapter 11: Running With Scissors: Prescriptions for ManagingRisk.Chapter 12: Gimme Shelter! Using Insurance to Protect YourAssets From Risk.PART THREE: STAYING HEALTHY.Chapter 13: The Unfair Advantage: Using Reliable Research toMake Better Decisions.Chapter 14: Pay to Play: Fees and Commissions.Chapter 15: What's Your Number? BenchmarkingPerformance.Chapter 16: Follow the Yellow Brick Road: Investment PolicyStatements.Chapter 17: Outpatient Treatment.Index.About the Authors.
