Victoria portfolio first rebalance

Jan. 17, 2020

Introduction

It is time for me to practice what I learn. I like to work on my first rebalance next week. I also copy some verses from bible to encourage myself to work hard and think carefully about my decision.

First rebalance

19 懒惰人的道像荆棘的篱笆，正直人的路是平坦的大道。 20 智慧子使父亲喜乐，愚昧人藐视母亲。 21 无知的人以愚妄为乐，聪明的人按正直而行。 22 不先商议，所谋无效；谋士众多，所谋乃成。 23 口善应对，自觉喜乐；话合其时，何等美好。

Follow up 

11:31 PM January 20, 2020

• S & P 500 Index

$10,812.20

January 20, 2020
Base price 67.34,
Price $77.23,
Units 140
Cost 9427.00
+1384.68  (+14.69%)

June 1, 2019 - purchase date

Plan to sell 18 share, price $77.23, January 21, 2020
$1390.14 = 18 * $77.23

VFV.TO

• FTSE

$11,001

Base price: 34.43

Price: 36.67

Units: 300

Cost: 10,329.00 

Profit: 672.00 (6.51%)

Plan to sell 18 share, price 36.67, January 21, 2020

$660.06 = 18 * 36.67

VDU.TO

• Balanced ETF

$5416.00

Price 27.08

Base praice 25.44

Units 200

Cost 5088.00 

Profit: 328.00 (6.45%)

Plan to sell 12 share,   12 * 27.08 = 324.96
VBAL

Orders to sell