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$708,375 Dividend Portfolio.
Earns $6262/month of Dividend Passive Income

This download is .xls file of our entire Dividend Passive Income Portfolio. This is the portfolio that generates income used to pay all our living expenses. It’s diverse in sector and region As mentioned on our YouTube channel, this portfolio is separate from our RRSP/retirement account and is used primarily for income without touching the capital investment.

Free Download

Report Card:
My Dividend Stock Picks. 1 Year Later Review

This download is a .xls file of the Report Card. I go back and revisit my stock picks of the month from 1 year ago and check out how the stock is doing, one year later. 

Free Download

$312,000 RRSP Portfolio

This download is .xls file of our entire RRSP Portfolio. Check out the video for full details on DRIPs and the Compound Interest effect

Free Download!

TFSA Contribution Limits 2009-2021

This download is .doc file containing a list of TFSA contribution limits from 2009-2021. Also includes examples. Check out the video for full details on TFSA

Free Download!

Beginner Investors – 5 Portfolio Samples

This download is .xls spreadsheet with 5 Portfolio Samples invested in the best ETFs on the TSX. It is automated with formulas, plug in your numbers and it will automatically calculate your monthly dividend passive income! Video Tutorial is available via a link in the spreadsheet

Free Download!

Monthly Budget Tracker

This download is a .xls spreadsheet with working formulas to plug in your monthly income, monthly expenses, and track your budget.
No More excuses, get organized with your income, and track how much disposable income you can invest every month!

Free Download!

Useful Links

Personal Finance

To Calculate Your Average Cost Base (ACB) of one Stock
https://online-calculator.org/stock-average-calculator.aspx

Compound Interest Calculator
https://www.getsmarteraboutmoney.ca/calculators/compound-interest-calculator/

RRIF Withdrawal Chart starting @55 Years old
https://mdm.ca/investing/investment-accounts/rrif/rrif-annual-withdrawals

Harvest Covered Call

Options & Covered Calls explained by Harvest
https://harvestportfolios.com/wp-content/uploads/investor_education/Harvest_ETF_Opt_on_Strategy_Note_web.pdf

Harvest Covered Call Strategy Explained
https://harvestportfolios.com/wp-content/uploads/call_option/Call_Option_Writing_Strategy.pdf

BMO Covered Call

BMO Covered Call Strategy Explained
https://bmogamhub.com/system/files/covered_call_option_strategy_eng.pdf/?file=1&type=node&id=79046

BMO Tax Guide: Good Tax info on ETF Distributions and Dividends
https://bmogamhub.com/system/files/bmo_etfs_-_faq_tax_season_en.pdf?file=1&type=node&id=95149

CI First Asset Covered Call

CI First Asset Covered Call Strategy Explained:
https://ci-arena.com/od/ff23c12e

Split Share Funds

SPLIT Share Funds explained by Brompton
https://www.bromptongroup.com/wp-content/uploads/2018/11/splitshare_primer2019.pdf

SPLIT Share Funds explained by Quadravest
https://03fd212c-7b45-4409-b290-698c20089de1.filesusr.com/ugd/78f11d_440bb65e388341dba51465067b79369f.pdf