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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: WealthSimple Robo Advisor – What is it, how do I invest, and how much does it cost?

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WealthSimple Robo Advisor – What is it, how do I invest, and how much does it cost?

The term Robo Advisor is thrown around a lot, and can scare some new investors. Typically, a Robo Advisor asks you questions about your investment goals, takes your preferences based on your answers, invests your money primarily in ETFs, and re-balances your portfolio based on market fluctuations. Today I’m going to share my WealthSimple review, an easy to use and well known Robo Advisor that I’ve just started using. If you find information on this guide useful and decide to try out WealthSimple, use my referral link to save up to $50 in fees over your first 12 months. What is …

November December 2018 - How much did my investments grow

November/December 2018 – Investment Portfolio Growth

Happy New Year ! What better way to start the year than to look at my investment portfolio update and see how my assets have grown (or declined) over the last 2 months. This follows my 2-year review of my TFSA TD e-Series index portfolio that I just released, and looks more specifically at the last 2 months, and how unpleasant they've been to my investments. This month I also look at adding new index investment assets to my portfolio! See below for more details! Overall Assets It's been a bit of a tough two months for the global stock markets, and my investments in general, and while …

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TD e-Series Portfolio Returns: A Two Year Review of Index Investing

Wow, it’s been 2 years! 2 years since I decided to get smart about how I invest my money. In early 2016, I started to build up a little bit of savings, and started to research what was the best way to use that savings. I wanted to build a reliable, long-term investment strategy. After much reading, I decided that passive, index investing, following the Canadian Couch Potato strategy, was the smartest way to build my wealth. Later that year, I started my index portfolio with TD e-Series index funds.  I now have had 2 years of experience (and data!). Let’s look at how my TD e-Series …

Finance Guides

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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 shut 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 portfolio …

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

WealthSimple Review Banner

WealthSimple Robo Advisor – What is it, how do I invest, and how much does it cost?

The term Robo Advisor is thrown around a lot, and can scare some new investors. Typically, a Robo Advisor asks you questions about your investment goals, takes your preferences based on your answers, invests your money primarily in ETFs, and re-balances your portfolio based on market fluctuations. Today I’m going to share my WealthSimple review, an easy to use and well known Robo Advisor that I’ve just started using. If you find information on …

November December 2018 - How much did my investments grow

November/December 2018 – Investment Portfolio Growth

Happy New Year ! What better way to start the year than to look at my investment portfolio update and see how my assets have grown (or declined) over the last 2 months. This follows my 2-year review of my TFSA TD e-Series index portfolio that I just released, and looks more specifically at the last 2 months, and how unpleasant they've been to my investments. This month I also look at adding new index investment assets to my portfolio! See below …

TD e-Series Returns Banner

TD e-Series Portfolio Returns: A Two Year Review of Index Investing

Wow, it’s been 2 years! 2 years since I decided to get smart about how I invest my money. In early 2016, I started to build up a little bit of savings, and started to research what was the best way to use that savings. I wanted to build a reliable, long-term investment strategy. After much reading, I decided that passive, index investing, following the Canadian Couch Potato strategy, was the smartest way to build my wealth. Later that year, …

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