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

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 fo

How to start an education fund for your kids

How can I pay for my children’s tuition fee? This is a question we often ask ourselves when we see our kids blowing their candles on their 16th birthday (like it or not, they will still accept candles if they get a bigger piece of the cake!). At that point, it is sometimes too late

Has your advisor called you recently?

The market is going up, you are making money; everybody smiles. I’ve worked in the financial industry for over a decade and this situation has struck me: when my clients were making money, they didn’t want me to call them. I’ve received one call from a client once telling me it wasn’t

How Many Stocks Should I Hold for a 100K Portfolio?

Not too long ago, I’ve shared with you my pension holdings. I’ve received $108K as the commuted value of my pension plan in September and I’m currently in the process of investing the whole amount in equities. So far, I have 14 positions for 76K invested for an average of $5.4K in eac

A Month Later, I Have Invested 76K Already

Not too long ago, I told you I had 108K to invest in the stock market. If you didn’t follow me through summer time, I received this money when I quit my job to work full-time on my investing websites. This money was what my pension plan was worth and I decided to take it […]

Should You Trade Aecon?

I often have the feeling we forget about industrials. There is nothing sexy about them. There is nothing to create hype on the stock market. Even worst, this sector is not seen as a high yielding one. Still, the fact that many companies operate through cycles, there are always a few i

Wow this is Exciting

Since I’ve written this blog, I’ve been completely transparent about my investment decisions. I always thought it would be helpful to see how others invest their money as I believe we can all learn from each other. However, since money is more taboo than sex, most people, even blogger

Top 4 Dividend Stocks to Hold Now

In my latest article, I’ve highlighted 4 popular dividend stocks to sell. As I wrote at the end of this article, I don’t appreciate when people criticize without bringing something on the table. For this reason, I’m offering you 4 interest stock picks for 2017 that could easily replac

Top 4 Popular Dividend Stocks to NOT Hold

Warning: be ready to be shocked by reading this article And I’m ready to take your tomatoes… even though I’m right ???? Instead of making another list of great stock picks, I decided to do the opposite today. I actually wrote about these companies over the past 12 months telling inves