The Vanguard S&P 500 Fund (VFV.TO) returned 11.48 percent over the past year in Canadian dollars. I look at that as a benchmark on which to judge my performance, although that might not be fair. I was hoping to achieve good annual returns without having the risk of a full investment in the stock market….
I don’t know why I hadn’t thought of it before. Today I decided to upload my portfolio to “Gemini Pro 3” and see what it thought about it. Now that’s just the currency of my holdings, not the underlying assets. I think about 6-9 months ago, I became very bearish on the US Dollar and…
I estimate that I have about 20.8% of my investable net worth in cash right now. My original 2022 goal was 10%. I briefly achieved that. But life gets in the way sometimes, and assets move around. And now I’ve drifted back up to 20%. So I’ve decided to move some money around to make…
I am thinking about my mix of investments. There are probably 10 different ways to look at the data. Among them: With that in mind, I’m looking to increase my exposure the the US broad market, and particularly the S&P 500. Let’s say I would aim to have half of my money invested in the…
In the past year, I’ve made an incredible return on my portfolio. I have to remind myself that I am not that good an investor. I have to wait until the next bear market to see if I have made better decisions than the average person. In the past week, I’ve been using a new…
I’ve done this before, but it’s been a while. Here are the top 5 positions that I have in stocks or ETFs. #1. S&P 500 Index Funds (VFV and VUAA) – 23.5% Since I’ve exceeded my “50% index funds” goal, the S&P 500 is one of my core holdings. I actually own two S&P 500…
I should leave my portfolio as it is. I should not look at it or touch it. But I have these days where I get frustrated with investments that I put a lot of thought into and went nowhere. Meanwhile, the S&P 500 keeps chugging along. So yesterday, partly out of boredom and partly out…
So, it turns out that I currently own eight stock index funds across my various brokerage accounts. So, here’s my attempt to examine their returns over the past ten years. The index funds I own are: I’m happy to see that there is only one terrible index in there, WDIV, and I guess I should…
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