Embed live market data in a google sheet

Want to track your port­fo­lio with the list amount of effort? Setup a Google Sheet with the infor­ma­tion you want (here’s the land­ing page for the tem­plate we use for the Elephant’s Paycheck, you can save a copy and edit it for your own needs). The rea­son I use Google Sheets is because it makes it easy […]

Building wealth and life experience

From my own expe­ri­ence, earn­ing mon­ey is only part of the bat­tle. Not spend­ing what you earn, and turn­ing it into sus­tain­able wealth is the oth­er part. Possibly the hard­er part. In my book, I talk about my own jour­ney. Having earned a lot before I was 30, I had to learn “what next?”. Without being dri­ven by […]

Canadian dividend investors

I worked with an incred­i­ble team in Montreal, and know I have read­ers and own­ers of my book in Canada. This post is for you, though I can’t take any orig­i­nal writ­ing cred­it on this one. Start with an overview of what it’s like hold­ing US com­pa­nies in a Canadian port­fo­lio. Canadian com­pa­nies that deliv­er investors annu­al div­i­dend […]

canadian dividend aristocrats

3 Investing truths (that are ridiculously untrue)

I saw the fol­low­ing tweet and relat­ed to James’ sen­ti­ment: “It pays a good div­i­dend” might be the most com­mon, and least informed argu­ment for keep­ing any indi­vid­u­al stock. — James Osborne, CFP® (@BasonAsset) September 26, 2016 I love div­i­dends, but “pay­ing a good one” is an awful argu­ment for buy­ing or keep­ing an invest­ment. Other con­tenders […]

investing truths

Whose side are they on?

The ‘they’ I’m refer­ring to in the title is not your advi­sor, but rather the whole indus­try at large. We hear that mutu­al funds are bet­ter. Mutual funds help indi­vid­u­als to diver­si­fy. We hear that indi­vid­u­al investors shouldn’t be invest­ing in indi­vid­u­al stocks. The thing is, that may be true, in part. However… So many mutu­al funds […]

Whose side are they on

The importance of dividends for long term investing

Dividend compounding has a massive effect on sustainable wealth building

This tweet should speak for itself: A reminder of what you’re doing when you cite mar­ket returns with­out div­i­dends. pic.twitter.com/QVrx9WJlqB — Morgan Housel (@morganhousel) August 19, 2016 Dividends and rein­vest­ing are mag­ic, as long as you keep a long term per­spec­tive. It’s amaz­ing that it’s so hard to find met­rics to help peo­ple focus on long term […]

Is Stash legitimate?

I’ve got­ten a few ver­sions of the ques­tion “Is Stash legit­i­mate?” via email from read­ers. I thought I’d share my answer more gen­er­al­ly. Stash invest­ment options What you buy from Stash are either ETFs (Exchange Traded Funds) or Stocks. When you buy them, Apex Clearing acts as the bro­ker­age. This is a pret­ty typ­i­cal arrange­ment, though […]

Robinhood Review

Robinhood is a glimpse into what every bro­ker­age should be in a mobile first world. It’s got a nice clear inter­face that makes invest­ing fun, in a way that look­ing at bank state­ments is the oppo­site of fun. It’s bewil­der­ing that every bro­ker­age hasn’t yet down­load­ed the app and copied it to improve their own mobile trad­ing […]

Robinhood Instant

The amazing power of dividends along with other investing truths

I came across a very easy to read arti­cle with twelve hard truths about invest­ing and want­ed to make sure you read it. It’s a fas­ci­nat­ing set of points on what peo­ple per­ceive about invest­ing tru­isms. It’s so impor­tant to be curi­ous and ques­tion the things we take for grant­ed in all parts of our lives, but espe­cial­ly when […]

Exactly what we want to hear from the CFO

Disclosure. I own Apple stock (tick­er: AAPL). Last night we heard Apple’s CEO and CFO share last quarter’s results. As a share­hold­er, I paid atten­tion to the call — this time through Twitter. I have a sinus infec­tion which pre­vent­ed me from lis­ten­ing to the call live. I’m still wait­ing for the record­ing to become avail­able, I […]