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The Portfolio Chef: Satisfy Your Investment Appetite PDF

168 Pages·2004·7.63 MB·English
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THE PORTFOLIO CHEF Copyright © Nancy E. Woods, 2004 Published by ECW Press 2120 Queen Street East, Suite 200, Toronto, Ontario, Canada M4E 1E2 All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form by any process — electronic, mechanical, photocopying, recording, or otherwise — without the prior written permission of the copyright owners and ECW Press. Nancy Woods is an Investment Advisor with BMO Nesbitt Burns Inc. Opinions are those of the author and may not reflect those of BMO Nesbitt Burns. The information and opinions contained herein have been compiled from sources believed reliable but no representation or warranty, express or implied, is made as to their accuracy or completeness. National Library of Canada Cataloguing in Publication Woods, Nancy, 1961- The portfolio chef : satisfy your investment appetite / Nancy Woods. Includes index. ISBN 1-55022-589-8 1. Investments. 2. Portfolio management. I.Title. HG4521.W66 2003 332.67'8 C2003-902200-5 Editor: Tracey Millen Cover and Text Design :Tania Craan Cover Photo: Richard Beland Illustrations: Heather Vassallo Production: Mary Bowness Printing: Marc Veilleux Imprimeur This book is set in Akzidenz Grotesk and Joanna The publication of The Portfolio Chef has been generously supported by the Canada Council, the Ontario Arts Council, the Ontario Media Development Corporation, and the Government of Canada through the Book Publishing Industry Development Program. Canada Distribution Canada: Jaguar Book Group, 100 Armstrong Avenue, Georgetown, ON, L7G 5S4 United States: Independent Publishers Group, 814 North Franklin Street, Chicago, Illinois 60610 2345 Printed and bound in Canada ECW PRESS ecwprcss.com THE PORTFOLIO CHEF SATISFY YOUR INVESTMENT APPETITE NANCY WOODS INVERSTMENTADVISOR ECW Press This page intentionally left blank For Bryan, Cortney, Megan, Tyler, and Gavin, who I actually cook for every day This page intentionally left blank The book you are about to read started out as something to do at 2:30 in the morning. I had a long period of insomnia. After making lunches and cleaning the house as quietly as I could, I sat in front of the com- puter and typed out my ideas. Numerous times I have heard Oprah Winfrey and author Cheryl Richardson say that everyone has a hidden passion inside of them. The Portfolio Chef seems to be mine. This is not a personal finance book, but an investment book that teaches readers how to make well-informed decisions. The Portfolio Chef could not have been completed without the help of numerous people, who I would like to thank. Jack David, who had the wisdom to gamble on something other than poker; Tracey Millen, who let me constantly badger her with questions and who punished me with sticky notes; Tania Craan, for her designer's eye; Heather Vassallo, for her artistic eye; Richard Beland, for his photographer's eye; Nellie Kee, for her investing prowess and for teaching it to me; Greg loannou and Eva Blank at Colborne Communications; professional tax account- ants Lewis DeMoss and Alex Montero, who kept me current on American retirement plans; Gord Ward, who exercised the engineer exactness in him to check the manuscript's technical accuracy; Bill McNeill, Bill Haldane, Tammy Carpenter, Kevin Burke, Brenda Wilson, and Keith Edwards at BMO Nesbitt Burns; Donald Coxe at Harris Investment Management; Tony North at Standard and Poor's; Nancy Lockhart at Frum Development Group; Ralph Acampora at Prudential Financial; Bill Carrigan at the Toronto Star; numerous family, friends, and neighbors, who always encouraged me and let me test my recipes on them; and my clients, who let me be their chef. This page intentionally left blank

Description:
In this guide to understanding and creating a diversified financial investment portfolio, food analogies are used to explain confusing financial jargon and suggest that a healthy stock portfolio, like a nutritious meal, must be balanced. Equating bonds with potatoes, blue chip stocks with meat, and
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