Comments on: Leveraged Investments – My Grand Plan http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/ Investing and Personal Finance Fri, 19 Mar 2010 23:02:51 -0400 http://wordpress.org/?v=2.9.2 hourly 1 By: The Financial Blogger | How To Manage Your Smith Manoeuvre Risk http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/comment-page-1/#comment-6180 The Financial Blogger | How To Manage Your Smith Manoeuvre Risk Wed, 28 May 2008 10:01:25 +0000 http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/#comment-6180 [...] since it is designed to maximize the financial benefits of your advisor. I put together an investment plan a while ago which uses leverage and it has been quite successful so far. The plan is very basic - [...] [...] since it is designed to maximize the financial benefits of your advisor. I put together an investment plan a while ago which uses leverage and it has been quite successful so far. The plan is very basic – [...]

]]> By: Equity Diversification http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/comment-page-1/#comment-4991 Equity Diversification Sun, 06 Apr 2008 19:15:51 +0000 http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/#comment-4991 [...] to Million Dollar Journey for mentioning my series on leveraged investing in his “bonus” post today. He has inspired me to do an extra post of my own, which is [...] [...] to Million Dollar Journey for mentioning my series on leveraged investing in his “bonus” post today. He has inspired me to do an extra post of my own, which is [...]

]]> By: Kyle http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/comment-page-1/#comment-4319 Kyle Mon, 10 Mar 2008 15:14:23 +0000 http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/#comment-4319 I have considered doing this before but came to the conclusion interest expense would be too high unless I borrowed large amounts of money (you can borrow on margin from Fidelity as low as 6% but only if you borrow $1 million). I'm just not confident enough in my investing prowess to pay 7% or 8% for the priviledge of investing. I'd be interested to see how this works out for you, though. I have considered doing this before but came to the conclusion interest expense would be too high unless I borrowed large amounts of money (you can borrow on margin from Fidelity as low as 6% but only if you borrow $1 million). I’m just not confident enough in my investing prowess to pay 7% or 8% for the priviledge of investing. I’d be interested to see how this works out for you, though.

]]> By: And The Winner Is... http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/comment-page-1/#comment-2427 And The Winner Is... Sun, 09 Dec 2007 03:54:57 +0000 http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/#comment-2427 [...] Does All My Money Go?” had a great series on leveraged investing this week. I did my own series on this topic a while back but he has a lot of detail and actually backs up his plans with [...] [...] Does All My Money Go?” had a great series on leveraged investing this week. I did my own series on this topic a while back but he has a lot of detail and actually backs up his plans with [...]

]]> By: Leveraged Investments – Interest Rate Exposure http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/comment-page-1/#comment-1773 Leveraged Investments – Interest Rate Exposure Sat, 27 Oct 2007 03:08:06 +0000 http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/#comment-1773 [...] third post in the “Leveraged Investments” series. Check out the previous post entitled “Leveraged Investments - The Risks” [...] [...] third post in the “Leveraged Investments” series. Check out the previous post entitled “Leveraged Investments – The Risks” [...]

]]> By: Leveraged Investments – The Risks http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/comment-page-1/#comment-1772 Leveraged Investments – The Risks Sat, 27 Oct 2007 03:00:26 +0000 http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/#comment-1772 [...] second post in the “Leveraged Investments” series. Check out the first post entitled “Leveraged Investments - My Grand Plan” [...] [...] second post in the “Leveraged Investments” series. Check out the first post entitled “Leveraged Investments – My Grand Plan” [...]

]]> By: Four Pillars › BMO Update and Lots More http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/comment-page-1/#comment-705 Four Pillars › BMO Update and Lots More Wed, 29 Aug 2007 01:03:35 +0000 http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/#comment-705 [...] which is up from $0.65 that was paid out earlier in the year. This stock is the only stock in my leveraged portfolio and since one of the cornerstones of my leveraged plan is dividend increases, I was pretty pleased. [...] [...] which is up from $0.65 that was paid out earlier in the year. This stock is the only stock in my leveraged portfolio and since one of the cornerstones of my leveraged plan is dividend increases, I was pretty pleased. [...]

]]> By: The Financial Blogger » You Might Not Be Aware of This: You Are Leveraging http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/comment-page-1/#comment-140 The Financial Blogger » You Might Not Be Aware of This: You Are Leveraging Wed, 20 Jun 2007 11:22:14 +0000 http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/#comment-140 [...] posts about leveraging strategies recently. Four Pillars wrote an excellent series about his investment plan. He discussed the good and bad points about his strategy and I think he designed a plan that will [...] [...] posts about leveraging strategies recently. Four Pillars wrote an excellent series about his investment plan. He discussed the good and bad points about his strategy and I think he designed a plan that will [...]

]]> By: FourPillars http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/comment-page-1/#comment-98 FourPillars Thu, 14 Jun 2007 00:41:59 +0000 http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/#comment-98 That makes sense Mr. C. For any kind of future planning it's good to play with the numbers in order to get a better handle on what could happen. Mike That makes sense Mr. C.

For any kind of future planning it’s good to play with the numbers in order to get a better handle on what could happen.

Mike

]]> By: Mr. Cheap http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/comment-page-1/#comment-97 Mr. Cheap Wed, 13 Jun 2007 19:44:25 +0000 http://www.four-pillars.ca/2007/06/12/leveraged-investments-%e2%80%93-my-grand-plan/#comment-97 I played around with your spreadsheet, and how I compensated for interest payments in the beginning (and dividends later on) was just to add interest to the principle (borrow more in the early years) and deduct the dividends from the principle. This lets you see its performance "in isolation" (whereas, obviously in reality you'd do what made the most sense with the money when you received it) I played around with your spreadsheet, and how I compensated for interest payments in the beginning (and dividends later on) was just to add interest to the principle (borrow more in the early years) and deduct the dividends from the principle. This lets you see its performance “in isolation” (whereas, obviously in reality you’d do what made the most sense with the money when you received it)

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