It’s been a year since I shared our borrow to investment program with everyone so I think it time to revisit the total performance. The original purchases of our financial assets were in 2024 and tariff Mayhem in 2025 for $NVHE. If you made a decision just to purchase the assets alone without borrowing to invest, kudos to you for following! All purchases were opportunistic and bulk buys! 12 month stats: Both $LBS and $BK have split 3 times during the past 12 months increasing your total share count yield Vs YOC. $BANK has received two significant dividend increases, also increasing you yield Vs YOC. $NVHE has received one dividend increase during the past 12 months. Total return 96.6% Yield Vs YOC 14.42% Vs 23.44% My personal stats are much higher due to the time of purchase. I did mortgage my assets at 3/4 below prime with a current rate of 3.7% I recieve T5 and T3 eligible and capital gain dividends. Dividend tax credit and ROC. All my current ROC is used to service the loan principal and purchase $UTIL. My ACB is easy to follow as I do not not re-purchase the original assets. The eligible dividends service the loan interest. All interest is eligible for and added to line 22100 in your tax return, reducing your marginal tax rate. I personally do not advocate for others to borrow to invest. Everyone’s situation is different. My situation allows me to do so and will continue to benefit me for years to come. Original post is below. Always do your own research 🧐 and analysis 💹 https://link.blossomsocial.com/7uYa/97lj9r5m
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31 Comments
Paul Santori@paulsantori · 20d
Way to go Heath!! Just be careful of the capped upside!! 👊🤣
Robert W@robertw · 20d
The Oracle has spoken! Thanks for sharing!
Catherine @ffcatherine · 20d
When you say you mortgage your assets what do you mean? Did you take your portfolio to a bank & ask for a loan against it? Or are you talking about some other strategy?
Bert @simple_acre_homestead · 20d
Thank you for the intel Heath
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