Friday, June 2, 2017

Portfolio Update - May 2017

As of May 31, 2017 (month-on-month increase):

Brokerage account: -4.55%

Established annual income: $365.70 (-6.13%)

Goal: $500.00 (73.14% so far)

I have started using personal capital. Here are some nice images from personal capital.

Asset Allocation

Sector Allocation


  1. nice. what is personal capital? somewhere you input what you own? i manually figure out all my sectors it kinda sucks lol. because the wife and i have different tfsas and rrsps. Also gonna add you to my bloglist but cant find where you are from! haha lmk and ill add ya. keep it up you will hit your goal

    1. Thanks! Please look up I link all my investment accounts, it gives me the sector diversification, asset allocation etc. There is also a payed service, which manages your portfolio based on risk assessment (I don't use it). I am not sure if you can like Canadian retirement account, definitely worth a try. There is an option to manually enter stocks too. I am based out of Boston. Thanks for adding me to your blog.

  2. What's in the alternatives part of the asset allocation?