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An average guys journey to managing and growing his money by investing in index funds and attempting to make smart financial decisions.
Read latest article: Track your TD e-Series Portfolio with Excel

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January/February 2018 – Investment portfolio growth

The start of the year has been a little rocky for finance across the board. After markets being at all-time-high's for a while, the Canadian and American economies and stock markets took some major blows in January and February. The same goes for the cryptocurrency markets, which I'm adding to my portfolio updates for the first time in this post. But overall, things really aren't as bad as the headlines would make them seem.  Let's take a look at how my investments did for the months of January and February 2018.  You'll notice some changes below of how I calculate some of my …

Let’s Talk About: Bitcoin and Cryptocurrencies

Recently, I did what any long-term focused index investment financial enthusiast will tell you NOT to do – I entered the highly volatile world of Bitcoin and cryptocurrencies as investment. Let’s talk about why I did it, what strategy I’m using (if you call it strategy) and how it’s going so far. Buyer beware! One thing I want to emphasize, is that investing in Bitcoin and other cryptocurrencies is highly volatile, risky, and unpredictable! Before I started, I understood that any cash I put into crypto, could have the possibility of going to $0 value in an instant. I only invested money …

October/November/December 2017 – Investment portfolio growth

It's been a few months since my last update, but my investment portfolio has been looking good. Some big changes in my finances as I had a few major expenses - mainly fixes for my old car, and a purchase of a new car! The last 3 months also showed some great gains for my index fund investments. Overall Assets TFSA TD e-Series Index Funds The last 3 months saw some pretty steady increases across the board for my index fund investments, with the US Index Fund making the most gains, and with some dividends being paid out in December. The last few months have shown great return …

Finance Guides

TD e-Series Excel – Track your Portfolio

It's finally here! I'm releasing my TD e-Series Excel Portfolio Tracker! When it comes to software, applications, or even spreadsheets to track your TD e-Series investments, I've found there is very little support on the web. I used to use Google Finance to track my portfolio, but they shit down that functionality unfortunately. Over time, I realized that the solution I was looking for to track my portfolio wasn't out there - so I decided to make my own. After requests from many of you, I'm releasing it for download! Version update history: Version 1.0 - initial release Version 1.1 - …

Step by step: How to buy TD e-Series Index Funds through TD Direct Investment

I’ve written a guide on the differences between investing in TD e-Series funds through a TD Mutual Fund Account and a TD Direct Investment Account.  I’ve also written how to buy and rebalance your e-Series funds through the TD Mutual Fund Account. Now let’s look at how to buy TD e-Series Index Funds through TD Direct Investment accounts. Before you start Before you can start trading using TD Direct Investment, you’ll need to setup some accounts.  This can be done online or in person by setting up a meeting with a TD Direct Investment rep from your local bank.  If you already have a …

Moving from TD Mutual Funds to TD Direct Investment

In previous posts I’ve talked about the differences between investing in TD e-Series funds through a TD Mutual Fund account and a TD Direct Investment account.  Both are good options, and many start with the simpler path of investing through a TD Mutual Fund account.  Eventually, this may not meet your needs anymore, and you'll need to move from investing through TD Mutual Funds to TD Direct Investment. Recap: TD Mutual Fund Account vs TD Direct Investment Account To make sure we are all on the same page, let’s quickly go over the 2 ways you can invest in TD e-Series funds. TD Mutual Fund …

Latest posts

TD e-Series Excel – Track your Portfolio

It's finally here! I'm releasing my TD e-Series Excel Portfolio Tracker! When it comes to software, applications, or even spreadsheets to track your TD e-Series investments, I've found there is very little support on the web. I used to use Google Finance to track my portfolio, but they shit down that functionality unfortunately. Over time, I realized that the solution I was looking for to track my portfolio wasn't out there - so I decided to make …

January/February 2018 – Investment portfolio growth

The start of the year has been a little rocky for finance across the board. After markets being at all-time-high's for a while, the Canadian and American economies and stock markets took some major blows in January and February. The same goes for the cryptocurrency markets, which I'm adding to my portfolio updates for the first time in this post. But overall, things really aren't as bad as the headlines would make them seem.  Let's take a look at …

Let’s Talk About: Bitcoin and Cryptocurrencies

Recently, I did what any long-term focused index investment financial enthusiast will tell you NOT to do – I entered the highly volatile world of Bitcoin and cryptocurrencies as investment. Let’s talk about why I did it, what strategy I’m using (if you call it strategy) and how it’s going so far. Buyer beware! One thing I want to emphasize, is that investing in Bitcoin and other cryptocurrencies is highly volatile, risky, and unpredictable! …

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