This download is .xls file of our entire Passive Income Portfolio. This Spreadsheet contains all 6 of our Investing Accounts: 2 TFSA’s, 2, 1 LIRA and Joint Cash (Non-Registered) Account. A BUDGET & Blank Portfolio Tracker is included
This download is .xls spreadsheet with 3 Portfolio Samples for 3 Investing Styles (Growth, Dividend & Income) on the Canadian and U.S. Stock Markets.
Also includes 5 Steps to Start Investing, a Broker List for both Canadian and US investors as well as a blank Portfolio Template.
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/covered-call-option-etfs/
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
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_f1b295b47ea74becbcc1340b7f1396b2.pdf