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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...

Jorge Diaz
Dec 10, 20204 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...

Jorge Diaz
Oct 21, 20205 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...

Jorge Diaz
Apr 10, 20208 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...

Jorge Diaz
Dec 26, 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.

Jorge Diaz
Dec 10, 20193 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.

Jorge Diaz
Dec 9, 20195 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.

Jorge Diaz
Dec 9, 20196 min read
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