Praise for the previous edition, Portfolio First Aid
'I’d categorize Portfolio First Aid as a serious
investment primer that has the laudable, if ambitious, goal of
raising the sophistication level of the general public.’
–Jonathan Chevreau, Financial Post
'Portfolio First Aid has the right pedigree as an advice
tome on healthy investing. Covers the bases of portfolio balance,
building wealth, investing for income and managing risk.’
–The Edmonton Journal
The financial meltdown has taken a severe toll on the finances
of Canadians, and on their confidence in financial and investment
advisors. Canadians need help to learn how to diagnose what is the
greatest threat to their long-term financial well-being and to
follow a course of treatment to recovery.
Financial First Aid for Canadian Investors is for all the
battered and bloodied investors whose portfolios are in tatters and
who lack direction about what to do next. By examining the lessons
to be learned from mistakes made in both good and bad markets, the
authors address the common and recurring investment blunders they
have witnessed over many years, and offer a clear prescription for
how to repair wounded portfolios.
Spis treści
Preface.
Acknowledgements.
PART ONE: DIAGNOSIS.
Chapter 1: The Past Is Prescient: Let History Be Your
Guide.
Chapter 2: Trust, but Verify.
Chapter 3: Self-Inflicted Wounds: The Most Common Strategic
Errors 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 an
Advisor.
Chapter 7: Balancing Act: Asset Allocation Srategies to
Minimize Risk and Maximize Return.
Chapter 8: Show Me the Money: Investing for
Income.
Chapter 9: Building Blocks of Wealth: Ownership Through
Equities.
Chapter 10: Toys in the Attic: Three Ways to Own Equities
Indirectly.
Chapter 11: Running With Scissors: Prescriptions for Managing
Risk.
Chapter 12: Gimme Shelter! Using Insurance to Protect Your
Assets From Risk.
PART THREE: STAYING HEALTHY.
Chapter 13: The Unfair Advantage: Using Reliable Research to
Make Better Decisions.
Chapter 14: Pay to Play: Fees and Commissions.
Chapter 15: What’s Your Number? Benchmarking
Performance.
Chapter 16: Follow the Yellow Brick Road: Investment Policy
Statements.
Chapter 17: Outpatient Treatment.
Index.
About the Authors.
O autorze
Michael Graham, Ph.D., is currently President of Michael
Graham Investment Services Inc., an investment counseling firm
which he formed in late 2007 to continue a career in the Canadian
investment industry that dates back to 1962. Senior industry
positions have included Director of Research at Wood Gundy,
Chairman of Investment Strategy at Dominion Securities, Director of
Investment Support at Merrill Lynch Canada and Director of Private
Client Investing at Midland Walwyn. He is a longstanding
Contributing Editor of The Money Letter and a columnist for
Advocis’ FORUM magazine, and has appeared frequently on
radio and television, most recently the Money Talk show on
BNN. He is also a frequent speaker to groups within the financial
services industry.
Bryan Snelson is Vice President, Financial Advisor, and
Branch Manager with Raymond James Ltd. He reaches over 500, 000
listeners per week on Toronto radio station JAZZFM91 with his
twice-daily market reports and weekly radio commentary, 'Portfolio
First Aid.’ Bryan appears frequently on CBC Newsworld and The
National, and is a contributor to The Money Letter. He
has spoken to many national and regional organizations on
investing, including The Canadian Bar Association, The Ontario
Nurses’ Association, and the Canadian Association of Retired
Persons.
Cindy David, CFP, CLU, is Vice President, Estate Planning
Advisor, with Raymond James Financial Planning Ltd., with 15 years
of financial planning experience. She is an accomplished speaker
and frequent member of industry panel discussions. She has had
articles featured in industry publications, local newspapers, and
client newsletters.
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