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Jorge Diaz
Jun 4, 20212 min read
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...
126 views0 comments

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...
14,444 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
Apr 10, 20204 min read
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...
69 views0 comments


Jorge Diaz
Mar 30, 20204 min read
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,...
36 views0 comments


Jorge Diaz
Mar 25, 20206 min read
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...
39 views0 comments

Jorge Diaz
Mar 23, 20204 min read
How Playing Transport Tycoon shaped my Entrepreneurial Skills
Transport Tycoon is one of my favorite games of all time. I saw it for the first time back in 1999 although it was created almost five...
128 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...
2,204 views0 comments


Jorge Diaz
Dec 26, 20192 min read
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...
52 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.
3,207 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.
1,675 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.
430 views0 comments


Jorge Diaz
Dec 4, 20197 min read
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)
100 views0 comments


Jorge Diaz
Nov 29, 20194 min read
5 Books that Canadian Entrepreneurs should Read: Pre-Startup Stage
Where to start, how to do it, how to come up with a path? I will guide you through the books I consider to be the ideal ones for the...
727 views0 comments


Jorge Diaz
Nov 26, 20197 min read
Startup Funding in Canada: Getting traction with a Line of Credit
Lines of Credit in Canada can be found mainly in two types: A Separate Account or an Overdraft Protection: The first case is an addition...
1,229 views0 comments


Jorge Diaz
Nov 13, 20199 min read
What Should I Expect during the First Months of Launching My Business/Startup
A Minimum Viable Product(MVP) is a low cost, proof of concept, sketch, test product or whatever name you can come up with for the first...
153 views0 comments
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