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…
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…
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…
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…
Last year I had this idea. I wanted to invest in commodities to protect against inflation. My theory was that certain items would be in demand regardless of the inflation rate, and the price would go up to match. I called this Mazlov’s Hierarchy of Needs. The type of investments I wanted to make were…
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…
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…
Today was the first trading day for Hamilton Utilities Yield Maximizer ETF (UMAX). The ETF aims for an aggressive 13% return on investment. My investment in HYLD has returned over 10% in the year that I owned it. UMAX invests in companies in the oil & gas, and communication sectors. Companies such as BCE, TC…
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….
About a year ago, I became interested in closed-end funds (CEFs). They offered relatively high dividend returns but also had some risk. It was a rather complex calculation that I was making, but I figured that holding on to the best quality closed-end funds for a couple of years would be pretty lucrative. Most of…
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