Saturday, July 20, 2019

Case study: My June Victoria portfolio monthly statement 2019-June - Part I

July 20, 2019

Introduction


It is my personal finance research. I like to figure out how good questrade.com prepares monthly statement for customers. And I also like to learn every detail of my investment and look into new concepts to catch up. Invest time early, later I will benefit a lot how to rebalance my portfolio.

Case study


I like to see how good the presentation is.


A few things I like:

I learn the summary of report, and balance in dollar amount.
Account statement
Content

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