Spreadsheets and Financial Basics

ACB v1p1 This spreadsheet is designed to help you keep track of your adjusted cost basis (ACB) for your stocks, mutual funds or ETFs. You ...

This post is about why and how to keep track of the adjusted cost base (ACB) of your ETFs in your taxable account.  Why? Just to...

This post is about describing, in the most simple terms, how to get started doing your own investing. When I looked back at my financi...

This post is about managing your investments and accounts, how to make investments and how to re-balance your portfolio of investments.   ...

This post is about which funds you should put into each of your different types of accounts (RRSP, TFSA or Taxable) Which fund to pu...

This post is about alternatives to the portfolio I recommended in the previous post This post was originally created in April 2015 and...

This post is about your investment portfolio.  Which funds you hold, what percentages and what account you will put them in.   Thi...