Monthly reportSeptember · Canadian holdings in CAD, US shown separately
JulAugSepOct
Export PDF
1 · Saved
$1,500.00
$300.00 kept in savings
2 · Invested
$1,200.00
XEQT $600 · VFV $600
3 · Earned
▲ $386.40
incl. $45.20 in dividends
Money in vs growth · 12 months
Money you put in▲ Growth▼ Dip
Each bar is one month: your contribution, plus what the market added (or took away). Growth includes dividends.
Put in $12,600Growth ▲ $2,136.40Best month May ▲ $610Dips in 4 of 12 months
Where September’s growth came fromBy holding · CAD · adds to ▲ $386.40
XEQT
▲ $142.30Bought $600Div $5.00
VFV
▲ $118.60Bought $600
RY
▲ $88.40Div $15.60
SHOP
▲ $61.90
ENB
▲ $34.80Div $13.40
CNR
▼ $23.40
TD
▼ $36.20Div $11.20
GoalCAD
House down payment
63%
$31,400 of $50,000
▲ $1,200 in Sep · was 60%
$18,600 to go · ~16 months at $1,200/mo
Progress, last 6 months52% → 63%
52%Apr
54%May
56%Jun
58%Jul
60%Aug
63%Sep
Where your money sitsBy category
Canadian · CAD $37,480
Index ETFs 59.6%Banks 18.9%Tech 10.0%Energy 6.2%Rail 5.3%
US · USD US$15,039
Tech 67.3%Index ETFs 32.7%
Your month in plain English
You set aside $1,500 and invested $1,200 of it ($600 each in XEQT and VFV). Your Canadian holdings grew ▲ $386.40, including $45.20 in dividends. Your goal moved from 60% to 63%.
US holdings: no new money, ▼ US$112.60.
Growth is market movement plus dividends. Not advice.