The Value of Simple: A Practical Guide to Taking the Complexity Out of Investing

The Value of Simple: A Practical Guide to Taking the Complexity Out of Investing

by John A Robertson

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Product Details

ISBN-13: 9780987818935
Publisher: Blessed by the Potato Publishing
Publication date: 02/02/2018
Pages: 220
Product dimensions: 6.00(w) x 1.25(h) x 9.00(d)

Table of Contents

On Exponential Growth, Bunnies, and the Future 1

Introduction 1

The Framework of the Story – Part 1: Investing 5

The Framework of the Story – Part 2: Fees 8

Math Time: The Power of Compounding 13

Investing: Basic Types of Investments 19

More on the Stock Market 23

Mutual Funds 26

Passive Investing 29

Risk and Historical Returns 33

Tax 39

TFSA – Tax-Free Savings Account 42

RRSP – Registered Retirement Savings Plan 45

RESP – Registered Education Savings Plan 49

Inflation 52

Planning 54

The Cone of Probability 56

On Course Corrections 60

Asset Allocation 63

Asset Allocation: Special Situations 66

Rebalancing 69

Putting It Into Practice 71

Step 1: Make a Plan 72

Step 2: Determine Your Risk Tolerance and Asset Allocation 75

Step 3: Account Allocation 78

Step 4: Create an Account and Invest! 83

Step 4a: Investing with Tangerine 86

Step 4b: Investing with a Robo-advisor 92

Step 4c: Investing with TD Direct Investing 96

Step 4d: Investing in ETFs 107

Rebalancing Redux 123

Record-Keeping 128

Selling 130

Automation 131

Burrowing Deep 135

Taming the Need to Tinker 136

Breaking Up Is Surprisingly Easy to Do 142

Mortgage or Invest? 147

A Twist: Currency Neutral Funds 150

A Twist: US ETFs 152

Advanced Tax 158

Reading Your Statements 169

Expected Value and Process 177

Turning Investments into Retirement Income 180

Worked Examples 185

Next Steps 192

Getting Help 195

Further Reading 198

The End 204

Acknowledgements 205

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