Updates

  • Another Inch of Progress

    This is probably dull content. Sorry. But today was a bit of a red day on the market. That means it’s time to push a few more bucks into index funds. My investment mix yesterday was: The latest mix is: I’ve been watching videos that have reinforced my feeling that index funds (particularly VT, the…

  • Inches of Progress

    This is frustrating. Today, I transferred some money from my checking account to my investment account, sold some of my money market funds, and pushed the money into the market. I thought it was a lot of money. On dollar terms, it was a lot of money. But when I look at my “percentage” of…

  • The Perfect Investment Mix

    Maybe perfect is not the best word. But in previous posts, I’ve talked about organizing my overall portfolio between cash, equities, bonds, and high-dividend funds. I first tried to create an investment mix here. Looking at that post, it’s probably too complicated. I needed to simplify it. Later, I tried again to create an ideal…

  • Raise a Toast to the GIC

    Today is the day my 1-year GIC finally matures, and I expect the money to hit my account tomorrow. Then I will have a new problem of what to do with that cash. Until now, I’ve been counting the GIC as “invested,” so the “percent invested” stat will fall tomorrow. I think I will put…

  • The Siren Call of T-Bills

    As I sometimes do on this blog, I added my cash (in checking accounts) and interest-paying investments. Do you want to guess what percentage of my overall investment assets is? No cheating. I track my percentage cash on my goals page. But I don’t count my GIC investment, money market, or short-term bond funds as…

  • 10 Stocks to Own for Life

    I watched an interesting Youtube video the other day. The author made two great arguments: I know that this channel loves Warren Buffett, so it quotes him on these two points. Berkshire Hathaway (of which I now own a bit) has basically doubled the return of the S&P 500 over the past 60 years because…

  • Terrible Timing

    About two weeks ago, I sold off a bunch of BMO ETFs and put almost all of it into a Hamilton Covered Call ETF that I thought was pretty well diversified. It’s part of my reluctant acceptance that I need to put some more risk into the portfolio, and I can’t sit entirely in cash/money…