A QUARTERLY EDUCATIONAL NEWSLETTER FOR CLIENTS OF RBC DIRECT INVESTING INC.
DIRECT INVESTOR
In this issue
Market Outlook
5 quick tips for managing your portfolio
What’s new in the Community
Enhance your financial knowledge with online learning
We all invest for different reasons and for a variety of goals, but a common factor for long-term success is making smart investment decisions. You’re already building your skills as an investor, and we have the tools and resources you need to enhance your knowledge and keep up-to-date on the latest investment trends and thinking.
There are many opportunities for learning in a changing investment world.
For instance, you may already read the financial or business sections of your favourite newspaper and visit credible online sites.
We want to highlight some of the resources available to you in the
RBC Direct Investing™ online investing site. Turn the page to find out more about the Personalized Learning Plan and how you can learn from other investors in the RBC Direct Investing Community.
See Targeted learning on page 2
Did you know that the analyze & rebalance tool can help you identify how diversified your portfolio is?
This tool works in conjunction with the goal-setting tool to help you visualize and track your progress towards your investment objectives. And now the analyze & rebalance tool is better than ever. Recent improvements make it easier to rebalance your portfolio.
We’ve streamlined the tool and reduced the number of steps needed to take you from start to finish.
See Rebalance your portfolio on page 2 for more details.
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Summer 2013
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Targeted learning — customized for you
Connect with other investors
Whether you’re an experienced investor or just starting out, the Personalized Learning Plan provides a convenient, targeted way to enhance your knowledge.
In addition to