02 Apr 2013 8 Comments
Not only am I REALLY late on their update, their cash allocation is also getting pretty high. I am glad they are pretty understanding though! I mentioned during the last update that Questrade offers commission-free ETFs! Just note that there will be additional Electronic Communication Networks (ECN) fees on top of this, and these WILL [...]
by Vicky in Case Study 2, Investments
15 Jan 2013 5 Comments
Not too much happened so far this month; still setting up their investment goals for the year and their target asset allocation. 2013 Investment Goals Max out TFSA contribution – $5,500 Any remaining money will go into RRSP Target Asset Allocation Canadian equities: 30% (XIC) US equities: 25% (VTI) International equities: 25% (VEU) Canadian bonds: [...]
by Vicky in Case Study 2, Level 4: Investing
18 Dec 2012 10 Comments
With the last month of the year upon us, they were able to scramble together enough cash to hit their 2012 Investment Goals by putting $4K in their TFSA and an additional $2.5K in their RRSP! 2012 Investment Goals Max out remaining TFSA room – $14,500 (YTD – $14,500) Any remaining money will go into [...]
by Vicky in Case Study 2, Level 4: Investing
13 Nov 2012 2 Comments
With the contribution they made last month of $5,000 to their RRSP, they added some VTI to their account. 2012 Investment Goals Max out remaining TFSA room – $14,500 (YTD – $10,500) Any remaining money will go into RRSP (YTD – $13,000) Target Asset Allocation Canadian equities: 30% (XIC) US equities: 25% (VTI) International equities: [...]
by Vicky in Case Study 2, Level 4: Investing
16 Oct 2012 5 Comments
Although Case Study #2 made a $5,000 contribution to their RRSP this month, they have yet to make a purchase yet, so their portfolio remains unchanged this month. We just need to confirm with their brokerage that their RRSP account is set up properly to be able to do Norbert’s Gambit, as they are looking [...]
by Vicky in Case Study 2, Level 4: Investing
25 Sep 2012 2 Comments
No changes to Case Study #2’s portfolio this month as they are still saving up to make a lump sum contribution in the next month or so. 2012 Investment Goals Max out remaining TFSA room – $14,500 (YTD – $10,500) Any remaining money will go into RRSP (YTD – $8,000) Target Asset Allocation Canadian equities: [...]
by Vicky in Case Study 2, Level 4: Investing
16 Aug 2012 8 Comments
As bonds prices become cheaper this month, Case Study #2 decided to add to their holdings. 2012 Investment Goals Max out remaining TFSA room – $14,500 (YTD – $10,500) Any remaining money will go into RRSP (YTD – $8,000) As discussed in the previous update, I was recommending that they contribute to their bond component. [...]
by Vicky in Case Study 2, Level 2: Debt
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
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