2019-11 Portfolio Update – Sold Amgen

My Current Portfolio ETF/ Stock Shares Added Shares Total BRK.B 0 950 VAB 1,979 4,907 VGRO 2,251 15,577 XAW 0 13,531 XIC 0 6,050 ZDB 4000 18,937 Brk.B: Berkshire Hathaway Class B VAB: Vanguard Canadian Aggregate Bond Index ETF VGRO: Vanguard Growth ETF Portfolio XAW: iShares Core MSCI All Country World ex Canada Index ETF […]

2019-10 Passive Income

2019-10 YTD CCPC 12,206 73,535 Personal 1,681 19,281 Total 13,887 92,816 True passive income is what I am seeking. Like zero hour work week income. I am beginning to enjoy this new financial focus. I dislike busyness for its own sake. The concept of doing nothing works well for my personality. With my recent trip, […]

2019-10 Vacation

We are in Southeast Asia for a couple of weeks. I notice that I am unable to eat as much. Plus I detest shopping and that is what is all currently around me. I enjoy seeing some sights but what I notice is that it is all the same wherever one goes. I think I […]

2019-10 Month Review

My daughter and husband were both very ill with flu symptoms earlier this month. Their symptoms lasted a long time. And my daughter had to write midterms during her illness. Oh yay. Whatever doesn’t kill you makes you stronger. Maybe. We also had a friend who lives overseas visit us this month. His son wants […]

2019-10 Plan Review

Life is all about the plan. One can not guarantee outcomes but one can try to plan. Networth % Investable Assets 71.1 Personal Residence 27.4 Estate 1.5 Investable Assets – 71.1% Networth Real Estate – 18.5% Office unit – 37% Another unit- 63% Paper Investments – 80.8% Equities – 23% Bonds & GICs – 77% […]

2019- 09 Passive Income

2019-09 YTD CCPC 7,312 61,329 Personal 816 17,600 Total 8,128 78,929 Time to celebrate passive income once again. I am transitioning out of my GICs. That will take another four years. Yay. I am starting to get the hang of this dividend income. I see the allure of dividend growth investors who increase the yields […]

2019-10 Portfolio Update

My Current Portfolio ETF/ Stock Shares Added Shares Total AMGN 0 390 BRK.B 0 950 VAB DRIP 2,928 VGRO 1500 13,826 XAW 0 13,531 XIC 0 6,050 ZDB 0 14,937 Plan to sell when husband not working full time: Amgen Brk.B Plan to tax loss sell prn and switch to VGRO: XAW XIC Keep: VGRO […]

2019-09 Month Review

2019 is going quickly. Our fall weather has certainly started. It changed very quickly this year. Once the kids started school, the rain started as well. I have two university aged children living in one unit in our multiplex. This has been working smashingly. They have a lot of privacy. I also have a lot […]

2019- 09 Do Nothing

I am a female physician. I am interested in building long term wealth. I am also extremely lazy and do not believe that I am clever like. at. all. If there is an easier way to get something done, I usually find it. I rarely care about more, better or different. I have often found […]

2019-08 Passive Income

2019-08 YTD CCPC 915 54,017 Personal 768 16,999 Total 1,683 71,017 Well this certainly has been a month of low passive income. However, it is because I have stuck most of our cash into 1 year GICs in our local credit union. Those will not show income until I cash them out. I will have […]

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