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Jorge Diaz
Dec 10, 20204 min read
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...
14,363 views4 comments
Jorge Diaz
Oct 22, 20205 min read
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 11, 20208 min read
The Value of Diversification: Building a Recession-Proof Business
We are all going through very difficult and unprecedented times: the coronavirus pandemic. Besides the devastating health impact, on the...
246 views0 comments
Jorge Diaz
Dec 27, 20193 min read
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...
2,183 views0 comments
Jorge Diaz
Dec 11, 20193 min read
Combining Profit First and QuickBooks Online
The main "noise" the Profit First system creates into a business banking is the amount of income distribution transactions across accounts.
3,174 views1 comment
Jorge Diaz
Dec 9, 20195 min read
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.
1,666 views1 comment
Jorge Diaz
Dec 9, 20196 min read
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.
423 views0 comments
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