Posts by Sandy Yong
DIY Investing | How to manage your investment portfolio and reach your financial goals
You’ve created your stock market portfolio—but how do you ensure that you don’t lose your hard-earned money? After all, we’ve seen the stock market crash multiple times in the past several decades. We’ve also witnessed investors panicking and ending up selling their investments at a loss. It happened to me when I was a novice…
Read MoreDIY Investing | How to choose and open a brokerage account
With so many online brokers, trying to choose one and buying stocks can seem intimidating. Here I’ll guide you through the discount brokerages available in Canada, how to open an account and make your first trade. What’s the best discount brokerage in Canada? There are 13 discount brokerages you can choose from. There are some…
Read MoreDIY Investing: How to create your stock market portfolio
To become a successful DIY investor, you’ll need to understand the accounts you can use and the financial products available to achieve your goals. In my opinion, this is the fun part of being a DIY investor! You’re in the driver’s seat and you have the freedom to choose what to invest in. It’s important…
Read MoreDIY Investing: All-in-one ETFs
With thousands of exchange-traded funds (ETFs) and index funds available in the market, it can be dizzying trying to determine which are the most suitable for your investor type. No one can predict which industries or companies will perform well— especially in the long term. So, how are you supposed to figure out an easy…
Read MoreDIY Investing: What type of investor are you?
It takes courage to become a DIY investor. Kudos to you for choosing this path. But before you start buying stocks, it’s important to understand your investor personality type. We’ll take you through the various factors that will help you create a balanced portfolio. What are your financial goals with investing? Knowing what your purpose…
Read MoreDIY Investing: Is it right for you?
Whether you’re a novice or an experienced investor, you hope that you can reach your financial goals by investing in the stock market. Perhaps, along the way, you’ve wondered whether you have what it takes to go the DIY (do-it-yourself) route. Before you make that decision, I’ll compare your options so you know what you’re…
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