The Canadian's Guide to Modern Investing
1st Edition
Published on 17. November 2022
Book
Hardback
224 pages
978-1-119-89631-9 (ISBN)
Description
Contemporary Investing, The Canadian Way
Make sense of the "alphabet soup" of modern investing! In the last few years there has been an abundance of new acronyms floating around in the investment space. Of all the new investment vehicles that have been introduced, some offer the opportunity for substantial and newsworthy returns. In The Canadian's Guide to Modern Investing, an award-winning team of experts delivers a guide for everyday investors trying to navigate the modern financial landscape. You'll learn how to incorporate a company's environmental, social, and governance (ESG) framework into your stock selections, how to buy non-fungible tokens (NFTs), and whether cryptocurrencies like Bitcoin are wroth all the fuss.
- Understand financial technology (fintech) companies, what they offer, and how you can get into the game
- Lear to create, buy, and sell NFTs
- Buy and sell Bitcoin and other cryptocurrencies
- Assess returns and performance of ESG stocks
- Discover the basics of factor investing
Make sense of the "alphabet soup" of modern investing! In the last few years there has been an abundance of new acronyms floating around in the investment space. Of all the new investment vehicles that have been introduced, some offer the opportunity for substantial and newsworthy returns. In The Canadian's Guide to Modern Investing, an award-winning team of experts delivers a guide for everyday investors trying to navigate the modern financial landscape. You'll learn how to incorporate a company's environmental, social, and governance (ESG) framework into your stock selections, how to buy non-fungible tokens (NFTs), and whether cryptocurrencies like Bitcoin are wroth all the fuss.
- Understand financial technology (fintech) companies, what they offer, and how you can get into the game
- Lear to create, buy, and sell NFTs
- Buy and sell Bitcoin and other cryptocurrencies
- Assess returns and performance of ESG stocks
- Discover the basics of factor investing
More details
Person
KIANA DANIAL is CEO of Invest Diva and an award-winning, internationally recognized personal investing and wealth management expert. She is a highly sought-after speaker, author and executive coach who delivers inspirational workshops and seminars to corporations, universities, and entrepreneurial groups.
Other contributors are Tyler Bain, Brendan Bradley, Susanne Chishti, Steve Gormley, James Jockle, Peter Kent, Seoyoung Kim, Matt Krantz, Tiana Laurence, James Maendel, Paul Mladjenovic, Steven R. O'Hanlon, Dawn Patrick, and Russell Wild
Other contributors are Tyler Bain, Brendan Bradley, Susanne Chishti, Steve Gormley, James Jockle, Peter Kent, Seoyoung Kim, Matt Krantz, Tiana Laurence, James Maendel, Paul Mladjenovic, Steven R. O'Hanlon, Dawn Patrick, and Russell Wild
Content
1 Get Yourself Ready 1
Turn Yourself into a Big Saver 2
Decide How You Plan to Save 4
Learn the Lingo 5
Gut-Check Time: How Much Risk Can You Take? 7
What Kind of Investor Do You Plan to Be? 11
2 The Basics of ETFs 19
ETFs versus Mutual Funds and Stocks 20
Why Individual Investors Are Learning to Love ETFs 22
Do ETFs Belong in Your Life? 29
3 What Is a Cryptocurrency? 33
The Basics of Cryptocurrencies 34
How to Choose an Exchange 44
How to Choose a Crypto Wallet 51
Fundamental Analysis for Picking Cryptocurrencies 56
4 Bitcoin Investing 65
What Bitcoin Actually Is 67
Bitcoin Units 69
Bitcoin: Valuable Asset or Bubble about to Burst? 72
So, You Want to Buy Bitcoin 78
Hodling II: An Even Better Strategy 87
5 The Fintech Landscape 91
What Is Fintech Anyway? 92
A Few Important Fintech Terms 94
The Fintech Players 97
Fintech Investment Vehicles 101
How to Conduct Due Diligence 111
How to Evaluate a Firm's Growth Strategies 119
6 The Nickel Tour of Cannabis Investing 123
The Pros and Cons of Investing in Cannabis 124
Businesses That Touch the Plant and Those That Don't 128
Your Cannabis Investment Options 130
How to Plan Your Investment Strategy 139
7 Some Talk about NFTs 143
What Is a Non-Fungible Good? 144
Uses for NFTs 146
How an NFT Works 147
How to Buy NFTs 150
The Impact of NFTs 152
What's in Your Wallet? How to Set Up MetaMask 157
How to Set Up Coinbase 162
8 ESG Strategies and Investment Decisions 169
Just the Basics: An Overview of the Process 171
Active ESG Strategies 174
How to Analyze the Impact of Different ESG Scores 177
Watch Out: Risks and Disclosures 179
How Companies with Higher ESG Scores Outperform 181
Take It Easy: Passive Strategies 184
Relative Returns and Performance of ESG Stocks 190
9 Factor Investing Fundamentals 195
The Definition of Factor Investing 196
A Brief History of Factor Investing 197
The Factor Categories 199
An Example of a Factor-Based Portfolio 208
The Upside and Downside of Factor Investing 209
Factor Investing through ETFs and Mutual Funds 211
Turn Yourself into a Big Saver 2
Decide How You Plan to Save 4
Learn the Lingo 5
Gut-Check Time: How Much Risk Can You Take? 7
What Kind of Investor Do You Plan to Be? 11
2 The Basics of ETFs 19
ETFs versus Mutual Funds and Stocks 20
Why Individual Investors Are Learning to Love ETFs 22
Do ETFs Belong in Your Life? 29
3 What Is a Cryptocurrency? 33
The Basics of Cryptocurrencies 34
How to Choose an Exchange 44
How to Choose a Crypto Wallet 51
Fundamental Analysis for Picking Cryptocurrencies 56
4 Bitcoin Investing 65
What Bitcoin Actually Is 67
Bitcoin Units 69
Bitcoin: Valuable Asset or Bubble about to Burst? 72
So, You Want to Buy Bitcoin 78
Hodling II: An Even Better Strategy 87
5 The Fintech Landscape 91
What Is Fintech Anyway? 92
A Few Important Fintech Terms 94
The Fintech Players 97
Fintech Investment Vehicles 101
How to Conduct Due Diligence 111
How to Evaluate a Firm's Growth Strategies 119
6 The Nickel Tour of Cannabis Investing 123
The Pros and Cons of Investing in Cannabis 124
Businesses That Touch the Plant and Those That Don't 128
Your Cannabis Investment Options 130
How to Plan Your Investment Strategy 139
7 Some Talk about NFTs 143
What Is a Non-Fungible Good? 144
Uses for NFTs 146
How an NFT Works 147
How to Buy NFTs 150
The Impact of NFTs 152
What's in Your Wallet? How to Set Up MetaMask 157
How to Set Up Coinbase 162
8 ESG Strategies and Investment Decisions 169
Just the Basics: An Overview of the Process 171
Active ESG Strategies 174
How to Analyze the Impact of Different ESG Scores 177
Watch Out: Risks and Disclosures 179
How Companies with Higher ESG Scores Outperform 181
Take It Easy: Passive Strategies 184
Relative Returns and Performance of ESG Stocks 190
9 Factor Investing Fundamentals 195
The Definition of Factor Investing 196
A Brief History of Factor Investing 197
The Factor Categories 199
An Example of a Factor-Based Portfolio 208
The Upside and Downside of Factor Investing 209
Factor Investing through ETFs and Mutual Funds 211