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Sleepy Mini Portfolio Q3-2013 update
How time flies! It is exactly six years, since the Sleepy Mini Portfolio was launched to demonstrate how a super simple, regular investment program can slowly but surely build wealth over a period of...
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Do you have TFSA bragging rights?
MoneySense magazine will be running a story on Canadians who have managed to grow their Tax-Free Savings Account (TFSA) contributions to $30,000, $40,000 or more (if you are interested in sharing your...
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This and That: Interest rates, Rob Arnott and more…
The Bank of Canada increased interest rates by 1/4 per cent this week. The Prime Rate to which the interest rate on variable-rate mortgages and lines of credit are tied to was also bumped up by a...
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Apply for waiver of TFSA over-contribution penalties
This post was originally published on June 15, 2010. I’m republishing it with updates on how and where to apply for waiver of TFSA over-contribution penalties. Update on June 27, 2010: The Government...
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Past Performance of the CBOE S&P 500 BuyWrite Index (BXM)
With the introduction of new ETFs that employ the covered call options strategy, it is instructive to take a look at the past performance of such strategies. The CBOE S&P 500 BuyWrite Index (BXM)...
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Why I decided to quit the CAA
It wasn’t long ago that having a membership in the Canadian Automobile Association was as essential for Canadian drivers as a set of keys. But today, cars are more reliable and cell phones have made...
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RBC Direct Investing Simplifies Administration Fees
If you are a DIY investor who holds a brokerage account, the reality is that your portfolio is split between many accounts – his and hers RRSPs, his and hers TFSAs, joint or his and hers CAD and USD...
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Why ETF distributions fluctuate
Investors often wonder why Exchange-Traded Fund (ETF) distributions fluctuate even when the securities held by the fund and the distributions of the holdings change very little. To better understand...
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Sleepy Portfolio 3Q-2013 update
Background I started the Sleepy Portfolio in 2005 to benchmark my personal portfolio, which at that time was mostly invested in individual stocks. The portfolio started off with an initial outlay of...
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Investing insights From the Canada Pension Plan
You or I may never manage a portfolio as massive as the Canada Pension Plan Investment Board’s (CPPIB) 188 billion in assets but we can learn a thing or two on how to invest our own money from the...
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