U.S. Stocks - My Own Advisor

May 2023 Dividend Income Update

Posted on June 5, 2023 by Mark | 16 Comments

May 2023 Dividend Income Update Hey Everyone! Welcome to a new monthly dividend income update… New readers to this site will learn more about my hybrid approach to investing through these updates. Long-standing subscribers will also learn about some recent…

Then and Now – Procter & Gamble

Posted on February 4, 2019 by Mark | 12 Comments

Then and Now – Procter & Gamble Welcome to another Then and Now post, a continuation of my series where I revisit some older blogposts and either rip them to shreds (because my thinking has changed on such subjects) or I’ll confirm my…

Benchmarking my portfolio – January 2018 update

Posted on January 9, 2018 by Mark | 39 Comments

Benchmarking my portfolio – January 2018 update Inspired by other blogposts of late, regarding their net worth updates and various benchmarking returns for 2017, I thought I’d share my own update on our portfolio given the birth of another investing…

Taxation of U.S. stocks for Canadian investors – Master Limited Partnerships

Posted on May 10, 2016 by Mark | 12 Comments

Taxation of Master Limited Partnerships As a follow-up to my post about the tax treatment of U.S. stocks and Exchange Traded Funds (ETFs) in registered and non-registered accounts for Canadians, I thought I’d walk you through a case study –…

Read this – if you’re investing in U.S. stocks or ETFs

Posted on April 4, 2016 by Mark | 40 Comments

Read this – if you’re investing in U.S. stocks or ETFs I’m not a perfect investor but there are some very wise things I’ve learned over the years, when it comes to managing my portfolio, and you should know these…