Christmas day - new tradition (series 4 of 10)

Dec. 26, 2019

Introduction

It is not easy to explore Questrade.com, I like to show my asset allocation, and summary of performance. It is the first time I found all the information I need  to prepare a year-end summary. I like to rush to put together, I like to prepare today so tomorrow dinner party I can ask advice from my two friends.

Questrade performance

Actionable Items

I can add Scotia US index fund and Scotia Canada index fund as equity fund, so the portfolio of Victoria will include two more equity fund.

The bond fund is around $27,000, the equity fund including S & P 500 index, TR Unit, Scotia US index fund and Scotia Canada index fund is around $28,000. So my portfolio is 50% bond, 50% equity fund.

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.