April 2012 Spending Plan Results

This month felt like it has flown by! This was the first month where I posted my spending plan and will continue to post monthly updates as well as new spending plans for each month. The following is my combined expected and actual household expenses for the month of April. Fixed Expenses Expected Actual Cable/TV […]

What are you doing with your tax refund?

The tax return filing deadline for personal income tax is on or before April 30, 2012. So for all those procrastinators out there, you have 6 days left! Ahhhh! For all those keeners out there who have already received their tax refund, or anxiously waiting for the cheque in the mail, have you given any […]

BMO Dividend Fund

So I am continuing this series (2 posts count as a series, right?) with another mutual fund provided by one of our big banks. As a recap, I thought it would be interesting to highlight some mutual funds that my clients have been invested in over the years, and see how it compares to what […]

XDV – iShares Dow Jones Canada Select Dividend Index Fund

Even though my current portfolio consists mainly of ETFs, I also own a couple dividend-paying stocks (CRS and SLF). I bought these a couple years ago when I spent a lot of time learning about value investing. Even then, I remember going through dozens and dozens of companies and built a massive excel spreadsheet that […]

Income – March 2012 Update

This month fared much better for me than last month! So my income for March was as follows (rounded to the nearest $10): Active income from financial consulting: $100 Interest income from my savings: $60 Dividend income from my investments (other): $850 Dividend income from my investments (stocks): $250 Total income: $1,260 Some notes on […]

Net worth update – March 2012

I know I’m a bit late posting this update, but I was waiting for some information from one of my investments that still come in the mail. I know, its almost archaic! There are a lot of bloggers out there who post their actual net worth values and I enjoy following their progress. I will […]

Scotia Canadian Balanced Fund

You may be following along and reading about index mutual funds and portfolios made up of ETFs that all have lower MERs. You understand that lower MERs mean lower fees which mean a better chance for better returns. You may even have committed to taking a look at your current investments, and when I mean […]

XIC – iShares S&P TSX Capped Composite Index Fund

If you are reading posts about my current portfolio or ETF summaries where I mention XIC, but still don’t have a clue of what I am referring to, you’re in luck! A couple weeks ago, Dividend Ninja approached me to write for the ETF section on his blog, and I accepted (of course!) right away. […]