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 [...]

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 [...]

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, [...]

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 [...]