[In yesterday's post, Phil gave us some background on his situation and his portfolio. Today, he talks about how current holdings are split between his and his wife's registered and taxable accounts.] Our Portfolio Our portfolio is comprised of six different accounts. I’ve listed our target weight and the actual market weight of each security [...]
[Today's post is a guest article by a reader who prefers to be called Phil who wants to hear some critical commentary and constructive feedback on his portfolio. He feels that a lot of readers might be in his situation -- a recent convert to DIY investing but with a lot of mutual fund investments [...]
[Ray of Financial Highway is the author of today's guest post. He is a financial industry insider who has worked as a mutual fund and life insurance sales representative and is currently working towards getting a Certified Financial Planner designation.] I have pointed out many times that insurance is an important part of your financial [...]
It is now widely-known that homeowners can save money by opting for a variable-rate mortgage over a fixed-rate mortgage in the vast majority of instances. Ben, an astute observer of financial matters, recently grappled with the question with his own mortgage and decided that with potential high inflation in the future and low spreads between [...]
Today’s guest post is courtesy of the author of the Thicken My Wallet blog. You can subscribe to the feed here. I want to thank Canadian Capitalist with giving me the opportunity to guest post on his well-deserved vacation. If you are a regular reader of this blog, you know that Canadian Capitalist is rightfully [...]
In past posts (Part 1, Part 2) in this series, Reader J talked about his investment goals and his thoughts on his overall asset allocation. In the last post in this series, he discusses which funds he plans on using to capture exposure to different asset classes. Asset Allocation So based on my hare-brained idea [...]
Reader J has set himself a goal of being financially secure in another 10-15 years. In Part 1 of his financial plan, he talked about his investment goals and today he shares his thoughts on his asset allocation strategy. Ready, Set, Go Now I am at the point of transition, where I actually craft an [...]
Reader J is 26 years old, married, has two kids and dreams to be financially secure with a paid-off house and enough investment income to support his lifestyle in 10-15 years. It is an aggressive goal but he is off to a great start and has accumulated a tidy nest egg for someone his age. [...]
Today’s guest post is courtesy of Brad, who writes on the excellent Triaging My Way to Financial Success blog. You can subscribe to the feed here. My father always taught me that there are three ways to do things in life: the Easy Way, the Hard Way and the Smart Way. Investing based on this [...]
As I’ll be traveling for most of December, I’ll be running guest posts from other bloggers and readers. To kick thing off, today’s guest post is courtesy of ABCs of Investing — a brand new site for novice investors offering two short and simple investing posts per week. You can subscribe to the feed here. [...]
