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Here’s another portfolio review as you guys requested! If you want to see more of these let me know by dropping a thumbs up on the video and commenting down below! 🙂
Would recommend you research the Dollar Millshake Theory. It’s a key financial phenomenon to watch for.
Hi Brandon
First, thanks for the review of my Portafolio, lol.
I am thrilled with your comments, and I hope you will continue with these kinds of videos.
I started this journey one year ago and have been investing almost every month.
I plan to continue growing my portfolio one day at a time.
I plan to sell these small positions like XIU XRE ZAG VRE VUN ZWC when they bounce back. When I bought it, I did not understand it well, and It was part of my learning process.
I bought SVR planning to stock up and use it as a down payment one day because I listened to the Rich dad radio show, and he always said that he uses silver like cash.
Thanks again. I hope to see your review in 5 years 😀
Best,
The Portafolio Guy (Fernando)
This is the best. I look for and was hoping you would do real portfolio reviews. Such great content.
great video! good job to fernando for building such a great portfolio – or perhaps i should say portafolio LOL – on his own !
Hey @brandonbeavisinvesting can you please do an updated questrade review of the company? Are they still a Mickey Mouse outfit or what? How risky is the company. Can you explain the insurance portion – is the insurance company a small outfit?
Such a great analysis. You were smart and lucky Fernando, I guess being a student in investing accademy pays off.
I dont understand, why use hyld/hdiv for income when you can just go all in on enbridge or bell. Those 2 in 20years will give you a massive paasive yearly dividend and some price appreciation.
Monthly payouts and diversification would be the main reason. Nothing wrong with going with ENB or Bell though. Personal preference.
@Vancity Bash Explain to me the reasoning then. I mean, I like the both of them and the monthly income sure is appeling. But i wanna see at least 5 years of history to see how theyre gonna evolve.
@Mr. Xernorus Don’t forget with enb and bell your not paying an mer either
Hyld/Hdiv pays high monthly dividend which is perfect for retirees or people that don’t have time to wait for 20yrs for price appreciation. Plus retirees want monthly income for them to enjoy and feel secured. For me i’d like to have some divided coming monthly in my account for times I need it and don’t want to wait every quarter. but I’m still on my 30s so I have both high yields and those dividend aristocrats for diversification. so it’s a matter of personal preference
Bell, Manulife, Enbridge and Canadian Utilities
surprised to see Disney, since there is no dividend
maybe the income fund distributions to buy other stocks or ETFs. I have some for that reason.
i know i have a few high dividend ETFs. The objective is to use them solely to create more income to invest with. i keep them around 5% of each account and every few months i find i have an extra $50-$100 to invest with my usual deposit of money.
I suggest that this is not a good approach for portfolio growth. High dividend payers tend to be companies that choose not to reinvest in the company as they don’t see it as a good return on capital (won’t yield significant growth) as these are established, older companies with little in the way of major growth prospects. This is a great approach when you’re ready to retire however.
Is this like all time or just ytd?
Safe travels!
I am holding XIC and XDIV because altho the top exposure in both is financials because Canada, but the exposure of all the rest are completely different. I have been buying the dip into BTCX and ETHX just because they have been low and future of those cryptos are expected to grow again from these prices we are seeing now so those are my fingers crossed hopeful etfs. My other one is XUH I am pretty much keeping my portfolio consolidated into those right now. I want to maybe get a couple more etfs or stocks into my portfolio but really trying to not overlap too much.
Any insight into the iShares Global Agriculture Index ETF – COW ?
That is a pretty nice looking portfolio.
Awesome content, this is a great video!
I would love to see more, I even sent you my portfolio 🙂
20% in silver ?
Great portfolio review Brandon and a solid portfolio. I agree with the point that high income funds in a TFSA reduces total return. This look like a hybrid portfolio of passive income and ETF growth.
EXCELLENT VIDEO! Can you review the portfolio of a person arond 50 years old, closer to retirement?
Agreed that 20% of Portfolio in something as volatile as Silver is too much risk, and lastly why buy1 share of ZWC? I sure hope that this investor is not paying a $9.95 fee for each transaction. So, $9.95 to buy and again $9.95 to sell plus the price of the share itself, that is close to $38.00 cost for a share that pays a Monthly Dividend of $0.10 that would be 31.5 years to break even if the Index does not gain or loose
Regarding VGRO & Chill, This is similar to what I do in my lockin in account (not main account), but I balance it in 3rds between VGRO, XGRO and ZGRO. Just for greater peace of mind, I could not touch it for decades and never really care look at it.