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$1.5 CAD Million Portfolio: $25k+/month of Passive Income

This download is .xls file of our entire Passive Income Portfolio. This Spreadsheet contains all 6 of our Investing Accounts: 2 TFSA’s, 2 RRSP’s, 1 LIRA and Joint Cash (Non-Registered) Account. A BUDGET & Blank Portfolio Tracker is included

Free Download

Beginner Investors – 3 Portfolio Samples (Updated 2024)

This download is .xls spreadsheet with 3 Portfolio Samples for 3 Investing Styles (Growth, Dividend & Income) on the Canadian and U.S. Stock Markets

Free Download!

Useful Links

Personal Finance

To Calculate Your Average Cost Base (ACB) of one Stock

Compound Interest Calculator

RRIF Withdrawal Chart starting @55 Years old

Harvest Covered Call Strategy

Options & Covered Calls explained by Harvest

BMO Covered Call Strategy

BMO Covered Call Strategy Explained

BMO Tax Guide: Good Tax info on ETF Distributions and Dividends

Split Share Funds

SPLIT Share Funds explained by Brompton

SPLIT Share Funds explained by Quadravest