Archive for January 2015
My 2014 (and final) Portfolio Rate of Return
My DIY investing journey began after the global financial crisis in 2008-09. It wasn’t until markets crashed by as much as 50 percent that I started to take notice of my investment statements and performance. Aside from the significant decline in my portfolio, the most alarming number was the 2.7% MER being paid on a…
Read MoreWeekend Reading: Finally Switched To Indexing Edition
For a while now I’ve dithered over when to sell my portfolio of dividend stocks and implement my two-fund ETF solution. The tanking stock market didn’t help – particularly with oil and gas stocks plummeting and a few of my holdings underwater. Behaviourally, I wanted badly to wait until oil prices recovered so I didn’t…
Read MoreManaging Proceeds From Rental Property Sale: A Boomer & Echo Financial Makeover
After the birth of their daughter, the Mitchell’s financial priorities have changed. How can this couple use the sale proceeds from their rental property to kick-start their new financial goals? Family Profile Frank and Tara Mitchell are enjoying a busy family life with 2 ½ year old Lucas and 7 month old baby Mia. Frank…
Read MoreThe Ins and Outs of ETFs
The first Canadian ETF was created in 1989 and called the TIP-35, which tracked the TSE 35. Since then, the ETF market has expanded considerably. Currently, according to BlackRock, there are over 3,000 different ETFs available globally. ETFs started out as a way for investors to tap into the returns of major stock markets using a…
Read MoreWeekend Reading: Holiday’s Over Edition
I’ve been on holidays since December 12th and the break has been fantastic, giving me a chance to relax with family and recharge my batteries. Unfortunately, the holiday has come to an end and it’s back to work on Monday. I hope you all enjoyed some time off at Christmas and New Year’s as well. We’ve tinkered…
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