How to capture 4.5% yield over the next 10 years while limiting taxes?

Gov Bond Yield FCJ

Taxes can significantly impact your financial performance. Delaying taxes or strategically offsetting them with capital losses can greatly enhance your investment returns.

Our 2022 financials – portfolio and assets (part 1)

2022 Portfolio performance

2022 has been a roller coaster year for our portfolio and expenses. Nevertheless, we managed to stay calm although an impressive drop along the year. As we learned a few years back, the best thing to do is actually nothing, and let the storm pass. It is thus important to design a plan in less turbulent times, and stick to it when facing some headwinds.