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So I’ve been investing since the beginning of 2022, which means that it’s officially been 2 years since I started putting my money into the stock market. Now, we’ve obviously kept you guys up to date with Steph’s investment journey, but I think now’s a really good time to take a look into what I’ve been up to!
Here's the high level numbers before we dive into the journey of how I got here - my portfolio as of right now is sitting at a value of $38,000, with a total return of about 9%. The last time we caught up, my portfolio was sitting at about $20,000 and I was announcing that I was changing up my strategy to something completely different so I’m pretty excited to show you how things have been since then - let's get into it!
0:00 How my investment portfolio has performed after 2+ years
0:32 Why I use the Questrade platform to invest
2:04 Why I invest in XEQT (a 'one fund solution')
4:55 How has XEQT performed for me so far?
8:34 My investing plans moving forward
➡️ Simplii Financial - Our No Fee Checking Account (up to $400 bonus) - api.fintelconnect.com/t/l/65a...
➡️ EQ Bank - Our High Interest Savings Account - click.linksynergy.com/fs-bin/...
➡️ Wealthsimple Invest - Our Robo-Advisor Investment Platform ($25 bonus) - wealthsimple.sjv.io/vnkndW
➡️ Wealthsimple Trade - Our Favourite Stock Trading Platform ($25 bonus) - wealthsimple.sjv.io/yRARNB
➡️ American Express Cobalt - Our Travel Rewards Credit Card (up to 22,000 points) - www.americanexpress.com/en-ca...
➡️ Neo Financial - Our Cash Back Credit Card - neo.cc/refer/N8U6K3S9
➡️ Questrade - Low Fee Investment Platform Canada ($50 in commission free trades) - questrade.sjv.io/AWa9jo
➡️ Borrowell - Free Credit Score Check - api.fintelconnect.com/t/l/612...
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Website - stephandden.com
Instagram - @stephandden
TikTok - @stephandden
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Disclaimer - This content is for education and entertainment purposes only. Steph & Den do not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.