One year on Blossom. Portfolio 4.6× larger. ->Portfolio growth reflects a blend of contributions, market returns, and income increases, not investment performance in isolation. Here’s what actually moved the needle for me: • Consolidated accounts into Questrade for a simpler structure,reduced fees. • Paid myself first, without exception meaning investing before any discretionary spend. • Revisited my convictions and refined my strategy with intent. • Got even more disciplined about tracking personal and household budgets. • Broadened diversification across the portfolio. • Grew my income, which meant more capital to deploy consistently. But the numbers only tell part of the story. This past year I also: • Earned my Certified Financial Education Instructor (CFEI) designation. • Began delivering financial education across my local network and community. • Connected with an exceptional group of intentional, motivated investors here on Blossom. • Visited the TSX, NYSE, and NASDAQ — bucket list ✔️ • Spoke on two finance podcasts - both opportunities that came directly from this community 🫶 @moementumfinance @arigutman Being around people who are intentional about money, growth, and learning changes how you show up. Grateful for the progress and thankful to the @blossom team for building a platform that doesn’t just connect people, it compounds financial literacy. @maxstocks@annika@brandon
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18 Comments
Catherine
@ffcatherine · 6mo
Congratulations 🍾 you’ve accomplished huge achievements & I’ve listened to your interviews & you’re a pleasure to listen to 🙌🏼
Moe
@moementumfinance · 6mo
Great job @moneymeetslegacy! Your intentionality and determination to reach these amazing accomplishments are so inspiring. 😍 It was so wonderful having you on my channel. 🫡
Retired
@retired · 6mo
Love this for you! I love that you’ve intentionally built a financial system that works well for you. Keep up the great work ☺️👏🏻
Michael Conroy
@conroy119 · 6mo
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