7 Essential Tips and Tools to Succeed as a Canadian DIY Investor

Artom Roberts Artom Roberts



The DIY Toolkit…

With new fintech tools, low-cost ETFs (exchange-traded funds) and powerful online brokerage, it has never been easier to be a DIY investor. Still, do-it-yourself investing is not for everyone. It requires time, money, a willingness to learn and dedication to succeed as a DIY investor.

  • 1. You need discipline
  • 2. You need an asset allocation plan
  • 3. You need a brokerage account that enables automation
  • 4. You need to stick to your plan
  • 5. You need some guidance and help picking stocks
  • 6. You need to track your progress
  • 7. You need to prevent emotions getting in the way

We’ll tell you how we do it.

And we’ll tell you about 7 tools we use to do it better.


This is really the core of investment management. It’s a question every investor and investment manager has to understand, come to terms with, and create a disciplined approach to the answer. You have to have a rule-based investment philosophy to allow long-term success. You should think of your profits, not in terms of the relationship with a cost of your investment, but just in absolute terms. It’s your money. It doesn’t have any less value because you’ve earned it in the market. Also you shouldn’t just be holding on because it is “winning”. You have to always be looking at the company in terms of how it is trading today relative to its past, and what might happen in the future. You have to judge a company every day, asking yourself if it is something you would buy today.

Learn from the experts

Experienced investors start with an edge, but you can catch up quickly by learning from the experts and start winning in the market too. In order to establish your own rule system for investing, we suggest you learn from the success and mistakes of those who have been in the game before.

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TOOL #1 OF 7

Build your disciplined approach with the free 72 rules for winning in the market eBook

Free eBook

Robin’s Speziale’s 72 rules for investing in stocks and winning in the market is a must read for all do-it-yourself investors and it’s a free download!

The 72 rules is an engaging quick read that will benefit all do-it-yourself investors for sure.

For the budding investor, Robin’s 72 Rules will hopefully be valuable information to help you get started in the stock market.

And for the experienced investor, maybe there’s something new that you didn’t think about before, or at least Robin’s rules validate how you’re already investing in the market.

Robin’s rules will help you set your own rules

  • 1- Hold 24-40 core stocks
  • 2- Don’t let any stock grow larger than 10%
  • 3- Project future cash flows
  • 4- … and 69 more

Download now to read the 72 rules.

Comments from Stockchase Editors...

Artom Roberts
Read the ebook and share your comments here! It’s a quick read. You can probably go over the 72 rules in less than 1 hour. For me, it was really insightful.

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