2020Q1 FI My Kids

I have two children. Both of them want financial independence. Neither care about early retirement. They have certain advantages. They have no debt and live simply. They get to save almost everything they earn. I have advised them to live at home during undergraduate studies as we live close to a university. We will gladly […]

2020-05-15 Portfolio Update

“Don’t tell me what you think, tell me what you have in your portfolio.” ― Nassim Nicholas Taleb, Skin in the Game: Hidden Asymmetries in Daily Life My Portfolio I treat all the accounts as one portfolio. Here is the portfolio broken down by account into overall percentages. I find it more useful to get […]

2020-04 Mailbox Money

Mailbox Money- April 2020 My investment philosophy is simple. I have zero alpha. I want “know nothing, do nothing” mailbox money. April 2020 Mailbox Money Asset Ticker $$$ % Total Aggregate Bond VAB 745 5.9% Canadian Dividend VDY 179 1.4% 80/20 Asset Allocation ETF VGRO 10,356 82.6% Discount Bond ZDB 928 7.4% Interest – 326 […]

2020-04 Portfolio Update

“Don’t tell me what you think, tell me what you have in your portfolio.” ― Nassim Nicholas Taleb, Skin in the Game: Hidden Asymmetries in Daily Life My Portfolio I treat all the accounts as one portfolio. Here is the portfolio broken down by account into overall percentages. I find it more useful to get […]

Lessons from COVID

I have learned a few lessons about my own investing styles money management during this bear market. Some lessons are the same. Relationships and health are more important than finances. I do not get impressed with “expert” opinions. Finance has more voodoo than medicine, by a long shot. We can only follow certain best practices. […]

2020-03 Mailbox Money

Mailbox Money- March 2020 My investment philosophy is simple. I have zero alpha. I want “know nothing, do nothing” mailbox money. March 2020 Mailbox Money Asset Ticker $$$ % Total Aggregate Bond VAB 628 4.2% Canadian Dividend VDY 148 1.0% Discount Bond ZDB 928 6.3% Interest – 13,092 88.5% Total 14,797 100% Cumulative Mailbox Money […]

2020-03 Portfolio Update

“Don’t tell me what you think, tell me what you have in your portfolio.” ― Nassim Nicholas Taleb, Skin in the Game: Hidden Asymmetries in Daily Life CCPC (Corporate) Portfolio ETF/ Stock Shares Added BRK.B 0 VGRO 49,750 GIC Maturity x 1 Brk.B: Berkshire Hathaway Class B VGRO: Vanguard Growth ETF Portfolio (80/20) ZDB: BMO […]

2020-02 Mailbox Money

Mailbox Money- February 2020 My investment philosophy is simple. I have zero alpha. I want “know nothing, do nothing” mailbox money. February 2020 Mailbox Money Asset Ticker $$$ % Total Aggregate Bond VAB 773 6.5% Canadian Dividend VDY 82 0.7% Discount Bond ZDB 928 7.8% Interest – 10,087 85.0% Total 11,870 100% Cumulative Mailbox Money […]

2020-02 Portfolio Update

“Don’t tell me what you think, tell me what you have in your portfolio.” ― Nassim Nicholas Taleb, Skin in the Game: Hidden Asymmetries in Daily Life CCPC (Corporate) Portfolio ETF/ Stock Shares Added BRK.B 0 VGRO 28,501 XAW 0 XIC 0 ZDB 0 GIC 4 Matured Brk.B: Berkshire Hathaway Class B VGRO: Vanguard Growth […]

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