Portfolio First Aid: Expert Advice for Healthier Investing

Portfolio First Aid: Expert Advice for Healthier Investing


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Portfolio First Aid: Expert Advice for Healthier Investing by Bryan Snelson, Michael Graham

Market fluctuations are a fact of life for all investors. The challenge is to ensure our portfolios have the physical vitality to withstand the constant strain placed upon them by ever-changing markets. Portfolio First Aid writes the prescriptions needed to heal all manner of investment injuries. Suitable for all investors from the novice to the veteran, Portfolio First Aid provides a dose of clear, easy-to-follow preventive medicine to keep portfolios healthy and vibrant.

Portfolio First Aid:

  • Diagnoses the source of the most common portfolio ailments.
  • Provides practical advice for any investor, whether you invest on your own or with the help of a professional.
  • Covers all the steps to healthier investing: balancing your portfolio, investing for income, building wealth, working with an advisor, managing risk, minimizing your costs, benchmarking the performance of your investments, and more.
  • Offers clear prescriptions for building a healthier portfolio.

"We all make investment mistakes. Portfolio First Aid is packed with advice on how to avoid them—and with profit. Eminently readable and practical, it is a prime and welcome addition to the thoughtful investor’s library."
John Crow, Former Governor, Bank of Canada

"The authors of Portfolio First Aid have taken the principles of investing, which are often presented in overly complex terms, and made them simple and actionable. Moreover, they have done so in a highly engaging and entertaining style! This book will be invaluable to investors and their portfolios, not just as first aid, but also as preventive medicine."
David F. Denison, President and Chief Executive Officer, Canada Pension Plan Investment Board

Product Details

ISBN-13: 9780470836477
Publisher: Wiley
Publication date: 05/05/2006
Pages: 288
Product dimensions: 5.91(w) x 8.86(h) x 0.59(d)

About the Author

Michael Graham is chairman of a Toronto-based investment counselling firm, a predecessor to which he founded in early 1998. He has held a variety of senior positions in a career of over 40 years in the Canadian investment industry. These have included Director of Research at Wood Gundy, Chairman of the Investment Strategy Committee at Dominion Securities Pitfield, Director of the Investor Support Group at Merrill Lynch Canada, and Director of Private Client Investing at Midland Walwyn. Michael is a long-standing contributing editor to The MoneyLetter and is also a columnist for Advocis ’ Forum magazine. He has made numerous radio and television appearances and is a frequent speaker to groups within the financial industry and to other organizations. Michael can be reached at mgraham@heathbridge.com.

Bryan Snelson is a Vice-President and Financial Advisor with a major North American investment firm and specializes in the needs of individual investors. Bryan has made countless presentations to groups of investors from all walks of life and is a frequent contributor to national and international newswire services. A lifelong lover of jazz music, he is the on-air financial commentator for the Toronto radio station JAZZ FM91. Bryan lives and works in Mississauga, Ontario. Bryan can be reached at Bryan@jazz.fm.

Table of Contents




Chapter 1. Irrational Exuberance and the Lessons Leaned.

Chapter 2. Self-Inflicted Wounds: The Most Common Strategic Errors made by Investors.

Chapter 3. Tactical Errors: Mind Over Matter.


Chapter 4. You Need Professional Help!

Chapter 5. It’s Always About You: Working With an Advisor.

Chapter 6. Balancing Act: Asset Allocation Strategies.

Chapter 7. Show Me the Money: Investing for Income.

Chapter 8. Building Blocks of wealth: Equities.

Chapter 9. Running With Scissors: Prescriptions for Managing Risk.


Chapter 10. The Unfair Advantage: Using Reliable research to Make Better Decisions.

Chapter 11. Pay to Play: Fees and Commissions.

Chapter 12. What’s Your Number? Benchmarking Performance.

Chapter 13. The Roadmap to Peace—and Prosperity: Investment Policy Statements.

Chapter 14. Connecting the Dots.


About the Authors.

What People are Saying About This

From the Publisher

"The real benefit of Portfolio First Aid is that the two authors avoid providing band-aid solutions for ailing portfolios. They offer comprehensive and sensible insights to breathe new life and health into any investor’s financial plan." — Peter Bailey, President, Raymond James Ltd.

 "For all investors who want to know and understand the investment process, this book is essential. Portfolio First Aid is a masterly guide to both new and experienced investors because the process is always in a state of change. The wisdom and experience of the two authors is presented in a manner which is clearly understandable." — C. Warren Goldring, Chairman of the Board, AGF Management Limited

 "A useful and entertaining tour of the investment world that hits all the significant ports of call. Written by two veteran financial advisors in a vividly descriptive fashion, it offers sage advice enhanced by personal anecdotes and humor. This book will help investors avoid costly mistakes and develop a strategy that can withstand the drama of shifting market moods." — Jade Hemeon, Financial Writer

 "Portfolio First Aid offers just what investors need — a deep understanding of financial markets, the right tools to nurture and grow investment assets, and a good dose of tender loving care in its purest form: wisdom, distilled from the co-authors' long investment experience. All of this is put together in a readable style that is accessible and astute. Investors have rarely been treated so well."— Mark Mullins, Ph.D., Former Chief Economist, Midland Walwyn Capital Inc.

 "Portfolio First Aid is a prescription that will aid all investors from the sophisticated to the novice. This book covers all aspects of investing...it is extremely comprehensive while being an entertaining read." — Robert Schultz, Chairman, Rockwater Capital, Former Chief Executive Officer, Merrill Lynch Canada and Midland Walwyn

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