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 [...]

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 [...]

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 [...]