Investing and Finance Blog

Sharesight: The king of portfolio management – A visual walkthrough.

Sharesight: The king of portfolio management – A visual walkthrough.

Last March I entered the investing foray by leveraging my portfolio to basket of twenty stocks. I was searching for a way to keep track of everything, and found it in Sharesight. Let me take you on a tour. Main Page: The main page shows your overall portfolio performance in various forms. I’ve chosen a [...]

LateCycle Porfolio: August 2019 Purchases and Reflection

LateCycle Porfolio: August 2019 Purchases and Reflection

Let me start off with a small reflection: I am feeling bearish. And with good reason. The Trump/China affair is putting serious downward pressure on global stocks, coupled with sentiment that global growth is slowing and a recession is imminent within the next 12 months. What does this mean for my leveraged portfolio? First, it [...]

Simple principles for successful investing

Simple principles for successful investing

The most effective investment strategies revolve around a few simple principles that are easy to follow, repeatable, proven over time and based on facts. Here are three strategies to help keep you on track with achieving your investment goals: Diversify A staple strategy that many investors choose is diversification. When one category is underperforming, another one might be on [...]

Active vs Passive Investing

Active vs Passive Investing

For the long-term equity investor, the debate between active and passive strategies rests on three main considerations:  Market efficiencyPortfolio constructionHistorical performance Let's look at each in more detail. Market Efficiency At the centre of the active versus passive debate is the question of whether stock markets are efficient. What is an Efficient Market? In an [...]

Diversification 101

Diversification 101

In the world of investing, one thing is certain – markets will go up and down as economies move through different cycles of growth, taking investor emotions along with them. Managing such emotions, at both the peaks and valleys of the market, is one of the hallmarks of successful investors. Whatever happens in the market, [...]

Budgeting for Success

Budgeting grows your nest egg. There is no easier way to keep money in your pocket than setting a reasonable expense limit each month and sticking to it. One cold day in December, after spending far too much on UberEats, I decided to take budgeting seriously. I created Google Sheets spreadsheet with the first page [...]

Transcontinental Case Study

Transcontinental Case Study

Transcontinental (TCL.A) is a communications company that primarily operates in printing, packaging and media businesses. The company is the largest commercial printer in Canada and the fourth largest in North America. Following its acquisition of Coveris, Transcontinental is among the top ten flexible packaging companies in North America. (RBC Insight) Watchlist: Tier 1Price: $16.8Yield: 5.3%Sector: [...]

Research Process

Research Process

I utilize five sources for investment decisions:1) My Watchlist2) Morningstar Monthly Picks3) RBC Insight4) FAST Graphs5) Annual + Quarterly Reports 1) My Watchlist Tier 1: - Companies with a minimum 15 years of increasing dividends- Big 5 Canadian banks (RBC, TD, BNS, CIBC, BMO)- Brookfield Tier 2: - Companies with a minimum 5 years of [...]

Genesis: The Beginning

Genesis: The Beginning

In the beginning there arose an idea.Many would consider leveraging equities as misguided in what, by all indicators, is: late in the cycle; the end of a ten year bull run; the precursor to a recession.After months of research and deliberation, I decided to invest on my own terms regardless of these facts. Without sounding [...]