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 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…
The original impetus for this blog was that I had a significant amount of uninvested cash in my various bank and brokerage accounts, and I wanted to push myself to become more fully invested. After selling off around half of my VanEck Wide Moat and some Russell 2000 funds, I still hadn’t done anything with…
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…
So, I looked at my best-performing investments. I might as well look at the worst-performing ones. For the purposes of this exercise, I’m going to ignore things I bought recently. It’s unfair to buy something last week and then call a 0% return among the worst I have. #1. Yieldmax Tesla Option Income (TSLY) I’ve…
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…
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…
I haven’t considered this for a while, but let’s look at my current top 5 holdings and see what I like about them. I will ignore the Money Market ETF, BMO Money Market Fund ETF Series (ZMMK.TO) for this list. This is just earning a bit of interest on my cash and is not a…
Today, I made progress by a few yards. In fact, I made a first down! I reduced my cash balance by 7%!!! Specifically, I was buying the Vanguard FTSE All-World Index (VWCE). As well as a couple of other index and high-dividend funds of SCHD and UMAX. The FTSE All-World index covers 90-95% of the…
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