Jorge Diaz
Dealing with "Price is too High"
Most of the time customers come up with the "Price is too high" objection is because they haven't yet understood or perceived the value...
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Jorge Diaz
Apr 22, 20212 min
Historical TICKER Return Comparison with Google Sheets
Following my bulk of posts about how to use Google Sheets to track finances, there is a new one I want to share today: a spreadsheet to...
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Jorge Diaz
Mar 31, 20213 min
A Google Sheet to automatically calculate iShares & ARK underlying holdings
I’m sharing this new spreadsheet so everyone can have an idea of “the combo” resulting from their ETFs allocations and the underlying...
1,271 views0 comments
Jorge Diaz
Dec 19, 20202 min
Tracking Investment Margin Operations with Google Sheets
After publishing my previous post, Tracking your ETF Underlying Holdings with Google Sheets, I've been continuously adding the features...
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Jorge Diaz
Dec 10, 20204 min
Tracking your ETF Underlying Holdings with Google Sheets
For a while, I've been trying to track my ETFs across multiple tools. At the very beginning, simply using the ones provided by the...
13,981 views4 comments
Jorge Diaz
Dec 9, 20206 min
The 50+ Books I read in 2020
The year 2020 has been a crazy, sad and challenging one, and it hasn't ended yet. I won't mention why, I guess we all know the reasons, but
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Jorge Diaz
Nov 10, 20203 min
Most Popular Investing Podcasts for Canadians
If you are new to the investing world or just want to keep the pace up, here I'll drop a list o the most popular investing podcasts you...
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Jorge Diaz
Oct 22, 20205 min
How ARKK has Outperformed/Underperformed the S&P500: 2014-2022
UPDATED MARCH 2022 As of Feb 2021, ARKK has averaged a +21.64% YoY return since 2014. During the first 2 years, it averaged the...
1,709 views0 comments
Jorge Diaz
Apr 10, 20204 min
The Value of Diversification: Personal Finances & Net Worth
Either for your own personal long term investment, retirement savings and even for active traders, diversification strategies are well...
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Jorge Diaz
Mar 30, 20204 min
How to Rescue & Maintain an Online Business During the Crisis
We are in the middle of a big crisis. The world economy is literally in pause. But it was "kind of" similar for businesses back in 2008,...
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Jorge Diaz
Mar 25, 20206 min
What Small Businesses Can Do to Help with COVID-19 Situation
During the last few days, I've been thinking a lot about what to do to help with the "COVID-19 situation". For sure, #1 thing is I'm...
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Jorge Diaz
Mar 23, 20202 min
Stock Markets are Crashing. What Should I Do?
First of all: stay home. That is the #1 thing. This is a war. We are all battling against a nasty virus, and there is only one way to win...
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Jorge Diaz
Dec 27, 20193 min
Applying the Profit First System in Personal Finances
I want to share my experience using the Profit First (PF) system on my personal finances. I have used it both for my business and family...
2,081 views0 comments
Jorge Diaz
Dec 26, 20192 min
The Best Personal Finance Resource in Canada
I have nothing against professional financial advisors. I believe there is a business opportunity everywhere and the value they can bring...
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Jorge Diaz
Dec 13, 20193 min
System Building: How Important Habits are for Personal Success
Reading about "habit-building" changed my life. At the same time, applying new habit building systems to develop a reading-habit has also...
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Jorge Diaz
Dec 9, 20195 min
Setting up Profit First in Canadian Banks
The Profit First system is awesome. It has changed both my personal and business finances and re-shaped the way I manage my resources.
1,605 views1 comment
Jorge Diaz
Dec 9, 20196 min
Implementing Profit First with a Line of Credit
In a previous article, I was explaining the importance of using a Line of Credit (LoC) for bootstrapping a startup under a "lean" approach.
411 views0 comments
Jorge Diaz
Dec 4, 20197 min
Emergency Funds in a TFSA: 3 Ideas to Consider
The easiest way to build an EF is by storing the funds in a Savings Account. If you were to have the $12,000 (three months of savings)
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