are the Entry Points Often High?
13 Chapter 7: Thirty‐four Questions Do‐It‐Yourself Investors Ask 1. How do I Purchase ETFs or Indexed Mutual Funds Through a Brokerage? 2. What's the Best Brokerage To Use? 3. What's the Difference Between an Exchange‐Traded Index Fund (ETF) and an Index Fund? 4. Do Non‐Americans Have to Pay US Estate Taxes upon Death if They Own US Index Shares? 5. What's a Sector‐Specific ETF? 6. Should I Buy an Index that's Currency Hedged? 7. What's the Scoop on Withholding Taxes? (For Non‐Americans) 8. Will You Have to Pay Currency Conversions? 9. Should I Be Concerned about Currency Risks? 10. Do the Unit Prices of ETFs Show Which are Expensive or Cheap? 11. If I Have a Lump Sum, Should I Invest It All at Once? 12. I'm in Some Expensive Products, but They're Currently Down in Value. Should I Sell Now or Wait? 13. What If I Find a Higher‐Performing Bond Index? 14. What If I Find a Cheaper ETF? 15. Should I Be Most Concerned about Commissions, Annual Account Fees, Fund Costs, or Exchange Rate Fees? 16. How Little Can I Invest Each Month? 17. Stock Markets Are High. Should I Really Start Investing? 18. Should I Buy ETFs from Vanguard, iShares, Schwab or Another Low‐Cost Provider? 19. Can Muslims Build a Portfolio of Shariah‐Compliant Funds? 20. What Percentage Should You Have In Stocks and Bonds? 21. Could You Build a Portfolio of Socially Responsible Index Funds? 22. Why Doesn't My Brokerage Offer the Funds I Want? 23. Why Hasn't My Bond ETF Risen in Value? 24. What If My Bond ETF Is Priced in a Different Currency? 25. Are Cryptocurrencies, like Bitcoin, Good Investments? 26. Should I Buy a Real Estate Investment Trust (REIT) Index? 27. Should I Buy a Smart Beta ETF? 28. Should I Invest in Gold? 29. Don't Small‐Company Stocks Beat Larger‐Company Stocks? 30. What If You and Your Spouse Represent Different Nationalities? 31. Why Should I Rebalance My Portfolio? 32. What Are The Best ETFs To Buy? 33. What's the Difference Between an Accumulating ETF and a Distributing ETF? 34. Should I Buy An ETF or Index That Pays High Dividends? Notes
14 Chapter 8: Couch Potato Investing Don't Bonds Tie You Down? Are You Worried That Bond Interest Rates Are Low? Where Do You Plan to Retire? Are You Retiring in an Emerging‐Market Country? The Magic Of All‐in‐One Portfolio ETFs and Index Funds Note
15 Chapter 9: Model Portfolios for American Expats Do You Currently Invest with Vanguard? Couch Potato Investing with Vanguard Simple Investing with a Vanguard Stick Shift Vanguard's Admiral Series Global Two‐Fund Portfolio Solutions Socially Responsible Investing Americans Using Interactive Brokers ETF Portfolios with Interactive Brokers Socially Responsible ETF Portfolios Don't Contribute Illegally to Your IRA What Exactly Is an IRA? Could You Retire And Never Pay US Taxes Again? Notes
16 Chapter 10: Portfolio Models for Canadian Expats Socially Responsible Investing for Canadians Swap‐Based ETFs—The Ultimate Legal Tax Dodge What About RRSPs, TFSAs and RESPs? Children's Education Savings Plans Canadians In Europe European Country Residents not Affected By This Rule For Most Canadians Living In an EU Country One Drawback To Non‐Canadian Listed ETFs Repatriation: If You Decide To Move Back
