As happens from time to time, earlier this year, I saw someone post a stock tip to a social media website. Now, I am not one to follow any random tip I come across. But this tip was backed by impressive research, so I decided to place a relatively modest bet on two of the…
FOUR PERCENT of my overall investments are currently in YieldMax ETF products. That might not sound like much, but like some super hot sauce, a little goes a long way. That 4% of my assets currently provides 44% of my portfolio income as monthly distributions. The average annual return on investment of those YieldMax funds…
I have some money in HSBC, and I’m stuck at the moment. I would LOVE to transfer that money from HSBC to another place (like a dedicated stock trading broker), but it’s proving challenging. The discount European stock broker I chose does not accept money transferred from where HSBC is located. It’s complicated. HSBC has…
Without going into details, I’ve decided to sell some of my investments in order to use the cash for something else. I had almost no warning of this opportunity being available, and had to act quick. Of course, I should have planned this better. Most investments that I have were profitable, so I am forced…
Previously, my investment mix was: I just realized that my investment goals add up to 105%!!! How long has that been going on for? After investing some more money in index funds and some growth in the stock market, my new investment mix is: I’m pretty much exactly on target for where I want to…
In the past week, since I bought some preferred shares in Brookfield Office Properties, the preferred shares are up 15%. The classic problem – I should have bought more. My impulse was right (it usually is), but I didn’t go in with enough size. The two issues of BPO preferred represents about 5% of my…
A couple of years ago, I talked about preferred shares. At the conclusion of that post, I had said: You’d have to be fairly certain that the central bank is no longer raising rates. Are we reasonably sure that the central bank is no longer raising rates? Seems like it, right? In one of the…
Perhaps there’s a way to trade deep-in-the-money options profitably. I haven’t found a good strategy, and I picked the wrong stock to play with. BABA was a boat anchor, sinking, sinking, sinking. The strategy I was trying to follow was hypothetically foolproof. Every month, I can sell a DITM call against 100 shares of a…
I am goal-driven. So, having a goal to be “fully invested” was a driving force behind this blog. But now, I am fully invested. Whatever cash I have in various accounts is not much of a drag on my portfolio returns and provides me the security blanket I need to handle whatever comes my way…
Six months ago, I wrote my goals for 2023. So, how do I stack up against those goals? Goal #1: Being Fully and Efficiently Invested I think I made it! I am currently sitting at around 15% cash. Now we’re coming up on tax season again, and it’s nice to have some cash sitting around. I…
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