Cherished Fortune

How new investors can start using a small-business mindset to maximize their wealth.

An early start in investing can be a huge advantage, but investors must quickly learn to make the most of opportunities. Thinking like a small-business owner can yield great benefits to investors’ portfolios. Running a small business means selling goods you know inside and out to customers you know equally well: what they like, what they buy, what they reject.

Using a similar mindset, novice investors can manage their portfolios by understanding what works, controlling risk, and building knowledge. It’s about knowing the details of what is in their portfolio and how each stock, and the company behind it, operates. Columnist Andrew Allentuck and financial planner Benoit Poliquin give new investors a much-needed introduction to the critical skills that will maximize their investments’ values over their lifetimes.

- A direct, no-nonsense guide for beginning investors to make the most of their investment opportunities by adopting the same strategies small-business owners use to succeed
- Addresses people who have the advantage of many years ahead of them, but don't know how to get started
- Aims to empower young investors to take control of their portfolios, with a solid fundamental mindset that will serve them well throughout their investing days
- Free of jargon, risky or esoteric strategies, and hype: the firm grounding inexperienced investors have been looking for
- Written by Andrew Allentuck, Family Finance columnist from the Financial Post, who has taught economics at a number of schools including the University of Manitoba, and Benoit Poliquin, President and Lead Portfolio Manager for Exponent Investment Management and a Chartered Financial Analyst who has taught courses in international finance, derivatives, and fixed income investing at the University of Ottawa’s Telfer School of Management