Jorge Diaz
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...
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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...
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Jorge Diaz
- Apr 11, 2020
- 8 min
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...
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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...
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Jorge Diaz
- Dec 11, 2019
- 3 min
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.
2,453 views1 comment
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.
1,127 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.
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