I'm sharing my family's nearly $1.4 million investment portfolio and explaining why more than 90% of our stock market investments are in a single globally diversified ETF: XEQT I can't wait to get the XEQT T-Shirt from BlackRock booth at BlossomCon Vancouver 😆 Haha. Instead of chasing the latest hot stock or constantly buying new ETFs, we've kept our investing strategy incredibly simple—and it's been one of the best financial decisions we've made. In this portfolio breakdown, you'll see: ✅ Our complete investment portfolio across TFSA, RRSP, LIRA, and non-registered accounts ✅ Exactly how many XEQT and VT shares we own ✅ Why XEQT is our core holding ✅ Why I still keep a small position in VT inside my RRSP ✅ Our projected annual dividend income I hope this video shows that successful investing doesn't have to be complicated. 📈 Portfolio Highlights • Nearly $1.4 million invested • Over 90% invested in XEQT • Global diversification across thousands of companies • 100% equity allocation • Long-term buy-and-hold investing strategy 🟠 By the way, I am planning to start Wealthsimple's Portfolio Line of Credit soon. Other than @randomyaapping and @thejoemoneyshow who else is using PLOC and borrows to invest? 🫡 I am new to PLOC (though I apply Smith Manoeuvre separately). https://www.youtube.com/watch?v=Vc6CHxRcCtE
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59 Comments
Matt @griff79 · 7d
They also have XEQT socks!
Catherine @ffcatherine · 7dEdited
Hi Moe! Can’t wait to meet you in person in Vancouver! I’d say why use a LOC since your portfolio is already big enough to have great momentum personally I wouldn’t. The only time I plan to think of using margin loan is when we get a crash & since I’m retired I don’t have much extra to add so I’ll use margin at that time & slowly pay it off over a year or so… (but I’d also only borrow what I think I can pay back in reasonable time ) I suppose you will access the pros/cons before moving forward 🙏🏻
@moementumfinance You've primed the pump. Are you straight up going to use ploc for leveraged investing? The ploc interest would be taxed deductible. But have you thought about implementing Rempel Maximum? It's similar and it might have more benefit than simple leverage.
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