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, 2021
- 2 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, 2021
- 3 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...
1,005 views0 comments
Jorge Diaz
- Dec 19, 2020
- 2 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, 2020
- 4 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...
11,371 views4 comments
Jorge Diaz
- Dec 9, 2020
- 6 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, 2020
- 3 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, 2020
- 5 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...
1,671 views0 comments
Jorge Diaz
- Apr 10, 2020
- 4 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, 2020
- 4 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, 2020
- 6 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, 2020
- 2 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, 2019
- 3 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...
1,656 views0 comments
Jorge Diaz
- Dec 26, 2019
- 2 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, 2019
- 3 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, 2019
- 5 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.
1,271 views1 comment
Jorge Diaz
- Dec 9, 2019
- 6 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.
338 views0 comments
Jorge Diaz
- Dec 4, 2019
- 7 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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