Case study: First portfolio in questrade.com - Victoria

June 4, 2019

Introduction

It is time for me to set up a portfolio on questrade.com. I have to push myself to learn and also take some risk to build my own portfolio.

Case study

The portfolio I like to set up is the following:

In Canadian dollars
1. $5000 VBAL - ETF, balanced fund, 0.22% MER

$39000 Canadian dollars, 30% VFV, 30% VDU, 40% VAB
2. VFV   $11700, 30%
3. VDU  $11700, 30%
4. VAB   $15600, 40%

I also need to set up orders, and I like to get into the market as soon as possible.

Here are snapshot of two order I placed tonight.

Next order is here:

I like to name this portfolio a beautiful name using one of Vancouver island names. I like to call it Victoria portfolio.

Follow up 

June 6, 2019

I had to pay extra amount in order to get into the market, 600 share pay extra 0.50 cents each share, 140 share pay extra 1 dollar each share. Those two I paid extra few hundred dollars to get into market.

Here are my purchases.

I need to purchase VDU ETF in short future. So I can build a portfolio balanced 60% stock, 40% bond.