April was a busy month, and I'm running behind schedule with some new content I'm creating. In the mean-time, check out my May 2017 investment portfolio growth update! While April saw the day where my e-Series investments made their biggest jump since I started investing, May unfortunately saw a day where the same investments made their biggest drop. But as always, a day doesn't mean anything in the long run of these investments.Overall AssetsTFSA TD e-Series Index Funds My TFSA e-Series portfolio was fairly stagnant in the month of May, with a few ups and downs throughout. The …
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April 2017 – Investment portfolio growth
It's that time of the month again! Let's take a look at my April 2017 investment portfolio growth, and see how all of my assets did in the last 30 days. After a few months of changing banks, and moving money around to new accounts to make it more efficient, things have started to stabalize. I also saw my biggest single day growth in my TD e-Series portfolios! Overall AssetsTFSA TD e-Series Index Funds April saw a fairly big jump in my TD e-Series Index Funds portfolio. The US and International equity fund made the biggest jumps and I saw an overall return of $420 for April 2017. I didn't …
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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 …
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March 2017 – Investment portfolio growth
Let's take a look at my investment portfolio growth for the month of March 2017. My index funds started the month off with a bang, with the 3 equity funds making a big jump. I also completed moving my day-to-day funds from TD Bank to Tangerine, which allowed me to move the $2,000 that I kept in my chequing account to waive the bank fees into an interest earning account. For a description of my assets, see a detailed explanation of My Portfolio.Overall AssetsTFSA TD e-Series Index Funds March saw an increase in all 4 of my TD e-Series Index Funds. I mainly benefited from the jump in …
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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 …
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February 2017 – Investment portfolio growth
Let's take a look at my investment portfolio growth for the month of February 2017. February saw some major changes in my RRSP, where I finally switched from an actively managed mutual fund to a portfolio of TD e-Series index funds. For a description of my assets, see a detailed explanation of My Portfolio.Overall AssetsTFSA TD e-Series Index Funds February saw an increase in all 4 of my TD e-Series Index Funds. Due to being in the process of switching banks, and needing to keep enough money at both banks to ensure that I don't miss any bill payments, I did not invest any additional …
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