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…

  • Oops, I Did It Again

    In my last post, I showed the performance of the BMO covered call ETF’s compared with HYLD. To my surprise, the BMO Covered Call ETFs have done pretty poorly. All of them are money losers. What really surprised me is that I KNEW they were money losers before buying them, but I bought them anyways….