Wealthsimple Invest Portfolio Results After 3 Years (+ I'm Switching To Wealthsimple Trade!)
66.7 هزار بار بازدید -
6 ماه پیش
-
After investing my money in
After investing my money in the same way for the past three years, I’m officially changing up my investment strategy 👀
I’d been using a robo-advisor, Wealthsimple Invest, to invest my money for me since January 2021, so three years almost to the day. A robo-advisor was a great starting point for me, because I could set up my profile, choose my risk level, decide on an amount of money to automatically send from my chequing account to my investment account every month, and then that’s it - I could literally never look at it again if I didn’t want to.
Now, I'm ready to take a 'do it yourself' approach, instead - so I'm switching from Wealthsimple Invest to Wealthsimple Trade.
In this video I'll walk you through why I'm switching, how the process went, and what my investment strategy will look like moving forward.
If you want to open a Wealthsimple Trade account, check out this link - https://wealthsimple.sjv.io/yRARNB
0:00 I'm changing my investment strategy
2:20 How my investment portfolio performed this year
6:16 I'm now taking a DIY approach
9:08 Switching from Wealthsimple Invest to Wealthsimple Trade
10:12 Setting up my new investment account
➡️ Simplii Financial - Our No Fee Checking Account (up to $400 bonus) - https://api.fintelconnect.com/t/l/65a...
➡️ EQ Bank - Our High Interest Savings Account - https://click.linksynergy.com/fs-bin/...
➡️ Wealthsimple Invest - Our Robo-Advisor Investment Platform ($25 bonus) - https://wealthsimple.sjv.io/vnkndW
➡️ Wealthsimple Trade - Our Favourite Stock Trading Platform ($25 bonus) - https://wealthsimple.sjv.io/yRARNB
➡️ American Express Cobalt - Our Travel Rewards Credit Card (up to 22,000 points) - https://www.americanexpress.com/en-ca...
➡️ Neo Financial - Our Cash Back Credit Card - https://neo.cc/refer/N8U6K3S9
➡️ Questrade - Low Fee Investment Platform Canada ($50 in commission free trades) - https://questrade.sjv.io/AWa9jo
➡️ Borrowell - Free Credit Score Check - https://api.fintelconnect.com/t/l/612...
The links above are affiliate and/or referral links that provide us compensation when you use them to sign up. Thank you for supporting our channel!
Website - stephandden.com
Instagram - @stephandden
TikTok - @stephandden
➡️ YouTube Filming Equipment - https://amzn.to/3HrWA4i
➡️ YouTube Editing Equipment - https://amzn.to/3RXBsri
The links above are affiliate links - Steph & Den are Amazon Associates and we earn from qualifying purchases.
Disclaimer - This content is for education and entertainment purposes only. Steph & Den do not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
I’d been using a robo-advisor, Wealthsimple Invest, to invest my money for me since January 2021, so three years almost to the day. A robo-advisor was a great starting point for me, because I could set up my profile, choose my risk level, decide on an amount of money to automatically send from my chequing account to my investment account every month, and then that’s it - I could literally never look at it again if I didn’t want to.
Now, I'm ready to take a 'do it yourself' approach, instead - so I'm switching from Wealthsimple Invest to Wealthsimple Trade.
In this video I'll walk you through why I'm switching, how the process went, and what my investment strategy will look like moving forward.
If you want to open a Wealthsimple Trade account, check out this link - https://wealthsimple.sjv.io/yRARNB
0:00 I'm changing my investment strategy
2:20 How my investment portfolio performed this year
6:16 I'm now taking a DIY approach
9:08 Switching from Wealthsimple Invest to Wealthsimple Trade
10:12 Setting up my new investment account
➡️ Simplii Financial - Our No Fee Checking Account (up to $400 bonus) - https://api.fintelconnect.com/t/l/65a...
➡️ EQ Bank - Our High Interest Savings Account - https://click.linksynergy.com/fs-bin/...
➡️ Wealthsimple Invest - Our Robo-Advisor Investment Platform ($25 bonus) - https://wealthsimple.sjv.io/vnkndW
➡️ Wealthsimple Trade - Our Favourite Stock Trading Platform ($25 bonus) - https://wealthsimple.sjv.io/yRARNB
➡️ American Express Cobalt - Our Travel Rewards Credit Card (up to 22,000 points) - https://www.americanexpress.com/en-ca...
➡️ Neo Financial - Our Cash Back Credit Card - https://neo.cc/refer/N8U6K3S9
➡️ Questrade - Low Fee Investment Platform Canada ($50 in commission free trades) - https://questrade.sjv.io/AWa9jo
➡️ Borrowell - Free Credit Score Check - https://api.fintelconnect.com/t/l/612...
The links above are affiliate and/or referral links that provide us compensation when you use them to sign up. Thank you for supporting our channel!
Website - stephandden.com
Instagram - @stephandden
TikTok - @stephandden
➡️ YouTube Filming Equipment - https://amzn.to/3HrWA4i
➡️ YouTube Editing Equipment - https://amzn.to/3RXBsri
The links above are affiliate links - Steph & Den are Amazon Associates and we earn from qualifying purchases.
Disclaimer - This content is for education and entertainment purposes only. Steph & Den do not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
6 ماه پیش
در تاریخ 1402/10/24 منتشر شده
است.
66,700
بـار بازدید شده