31 Jul 2012 6 Comments
CLF seeks to replicate the performance of the DEX 1-5 Year Government Bond Index. It was introduced on January 31, 2008, and holds bonds that are issued domestically in Canada. It holds bonds that have maturity levels ranging from 1-5 years, with the focus of staggering/laddering the holdings’ maturity levels. What is in this ETF? [...]
by Vicky in ETFs, Level 4: Investing
24 Jul 2012 19 Comments
It has been exactly 8 months, TO THE DAY, since I published my first post on November 24, 2011. I talked about starting up a personal finance blog all year, but it was only when I made a bet with one of my friends did I actually get off my a** and did something about [...]
by Vicky in Personal Finance
23 Jul 2012 13 Comments
So it has been almost 2 months later (since I first posted about this method) that I can finally report back that this will work with RBC Direct Investing. After a dozen emails back and forward and a couple of phone calls, I was finally able to get someone to confirm that it will work [...]
by Vicky in Level 4: Investing
20 Jul 2012 5 Comments
I know there are a lot of bloggers out there who post their actual net worth values and I enjoy following their progress. I will continue to post just percentages for now but this may change in the future. Assets: - Cash – 0.68% of assets (-17.90%) - Savings – 17.17% of assets (+1.42%) - [...]
by Vicky in Net worth
18 Jul 2012 9 Comments
It was a decent month for income for me! I definitely enjoyed the dividends as the second quarter wrapped up. I know it’s a bit late in the month, but every quarter, I have to wait for one of my statements to come in the mail. Some might find this inconvenient, but I find it [...]
by Vicky in Income update
16 Jul 2012 3 Comments
So this update with Case Study #2 is mid July-ish. Close enough. Anyone experience any trouble with the rolling blackouts Calgary had last week? 2012 Investment Goals Max out remaining TFSA room – $14,500 (YTD – $10,500) Any remaining money will go into RRSP (YTD – $3,000) As discussed in the previous update, I was [...]
by Vicky in Case Study 2
13 Jul 2012 12 Comments
After some thought, I decided to hold on to my bonds and did not make any moves in June. So this is what my investment portfolio currently looks like: TFSA – Stocks (CRS, SLF), ETFs (VTI, XSB) RRSP – ETFs (XBB, XSP, XIN, VEU, VTI) Non-registered investment account – ETFs (XIC) My target allocation is: [...]
by Vicky in Level 4: Investing, Portfolio Updates
11 Jul 2012 1 Comment
The following is my combined (expected) household expenses for July. Fixed Expenses Cable/TV 40 Phone 65 Rent 1,150 Gas 150 Utilities – Total Fixed 1,405 Variable Expenses Groceries 295 Dining out 205 Household 10 Clothing 35 Presents 75 Entertainment 150 Personal [...]
by Vicky in Spending Plan updates
Recent Comments