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Case Study #3 – July update 27 Aug 2013 | 06:00 pm

With 12% cash remaining after my purchases at the end of June, I was watching the markets all month to add to their position, but it kept going up!! I also knew that they were planning on making some ...

Portfolio Update – July 2013 13 Aug 2013 | 06:00 pm

Man, has it been that long since I’ve done a portfolio update? Since I’m not too active on my own portfolio, once a quarter may make sense. We will see! July ended up being quite a good month for mos...

July Spending Plan Results 6 Aug 2013 | 06:00 pm

How is it possibly August already??? July was a blur with the Stampede and… work? Ultimate started up again, and although we won our Spring division, we were seeded higher this season and got mercied ...

ZRE – BMO Equal Weight REITs Index ETF 30 Jul 2013 | 06:00 pm

I did a previous post on XRE, so I thought it would be interesting to see how BMO’s REIT ETF stacked up against it. This Exchange Traded Fund (ETF) was introduced May 19, 2010, and seeks to replicate...

Case Study #2 – June update 23 Jul 2013 | 06:15 pm

May came and gone without the market reducing much but it pulled back a bit in June so I was able to make some purchases. That and I was getting a bit antsy sitting on so much cash and not making any ...

June Spending Plan Results 3 Jul 2013 | 06:00 pm

As we are slowly getting back to routine and some sense of normalcy, I do feel blessed that family and friends are safe and sound and finally home, minus some possessions and a vehicle. It is during t...

VXUS vs. VEU 25 Jun 2013 | 06:00 pm

This is a looong time coming! Almost a year in the making to be exact! Let’s pretend that the reason is because I was waiting for annual returns to be reported before doing the analysis. As you will f...

May Spending Plan Results 5 Jun 2013 | 06:00 pm

Remember last month when external influences were telling us to eat out more? Boy, we sure did! I was a bit nervous doing up the numbers as I knew it was pretty bad. Check it out below. The following...

Case Study #2 – April update 21 May 2013 | 06:00 pm

I debated whether or not to do an April update as I haven’t made any moves yet, but figured they could at least see how well the market has been performing recently. Unfortunately. I do like a sale! ...

Weekend Links – Happy Victoria Day! 18 May 2013 | 09:57 pm

The May long weekend in Calgary is notorious for being COLD. So hats off to those who are heading out camping this weekend, as the fire ban will keep things nice and brisk for everyone! Check out the...

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