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. This portfolio is separate from our retirement account and is used primarily for income without touching the capital investment.
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.
This download is .xls file of our entire RRSP Portfolio. Check out the video for full details on DRIPs and the Compound Interest effect
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
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
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!
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
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 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 Strategy Explained:
https://ci-arena.com/od/ff23c12e
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://www.quadravest.com/_files/ugd/78f11d_ad97ac350fe6489c8e15e31c87ce0735.pdf