Back in September 2017, I started doing webinars about various investing topic. This reminds me of my good old times when I was working with clients. While I can’t and don’t provide buy/sell recommendations or personal financial advice during those sessions, I still enjoy the interaction I have with other investors. As a private banker, I enjoyed doing conferences and “teaching” how the investing world works. Now, I can reach thousands of people instead of a few hundred clients. If you haven’t …
Top 10 Canadian Stocks for a Retiree’s Portfolio
Last week, I discussed the difference between a retirement portfolio and a retiree’s portfolio. There is a big difference between investing for the future and withdrawing from this investment to live. I put my portfolio on fast forward and took a look at trades I would do to make the switch toward a retire-ready portfolio. I was quite surprised to see how different both portfolios were. The point is that you must think about withdrawing money once you retire. Therefore, you need cash ready to …
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The Portfolio I Would Build if I Retire Today Part II
In my last article, I discussed the first steps to transform a retirement portfolio into a retiree’s portfolio. Today, I’m going to press fast forward on my current pension account and see what changes I would make if I was going to retire tomorrow. Let’s imagine for a minute that I wake up at the age of 64 and in 364 days I will retire and expect to live another 20. Let’s see what can I do to make my portfolio “retiree lovely”. Let’s start by looking at my current holdings… not retiree …
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The Portfolio I Would Build if I Retire Today Part I
A few months ago, I’ve received over 100K as the commuted value of my pension plan started working on my retirement portfolio. As the market was trading at an all-time high, I still decided to invest the full proceeds. Keep in mind I’m only 36 and will not be touching this money for a while. A friend of mine asked me if I had invested the money differently if I was about to retire. That’s a very good question. How do you invest your money as a retiree? Do you have to make anything different? Do …
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The 30 Best Dividend Stocks for 2018
If you are a regular of this blog, you know that each year, I pick 30 stocks to beat a dividend ETF in the upcoming 12 months. Each year, I select 20 U.S. and 10 Cdn stocks and try to build a portfolio. So far, I have a great batting average where I had failed to beat my benchmark only twice (one on each market) since 2012… That was before 2017. Unfortunately, I failed to beat both markets last year. I went a little too aggressive on both selections and 1 pick in each portfolio nailed my …
January Dividend Income Report
Back in September, I’ve received slightly over $100K as a result of the commuted value of my pension plan. I decided to invest 100% of this money into dividend growth stocks. Each month, I publish my results. I don’t do this to brag, I do this to show you it’s possible to build a portfolio during an all-time high market. The market will crash... eventually. In the meantime, I’d rather cash some juicy dividends! Portfolio Holdings I started this pension portfolio in September with the sum …
