Your Complete Guide to Index Investing with Dan Bortolotti

An Even Better Reason to Fix Your Portfolio

2016-08-23T12:16:02+00:00August 23rd, 2016|Categories: Uncategorized|24 Comments

So your portfolio is a disaster. Your RRSP is full of high-cost mutual funds, sprinkled with some random stocks and a bunch of exotic ETFs that seemed like a good idea at the time. You know it’s time to clean house, but you’re not sure where to begin. Well, here’s your chance to fix your portfolio and support a great cause at the same time.

Until last spring, Alex was a healthy, thriving four-year-old who loved playing soccer, swimming, riding his bike and playing with his two brothers. But in late April he was air-lifted from their home on Vancouver Island to the intensive care unit at BC Children’s Hospital, where he spent two weeks fighting for his life. Alex was diagnosed acute myeloid leukemia and has been receiving treatment for this disease throughout the summer.

Alex’s parents—who are clients of PWL Capital—are grateful for the excellent care their son is receiving, and they’re raising funds for the BC Children’s Hospital Foundation with the goal of helping other families dealing with childhood cancer.  My colleagues Justin Bender, Shannon Bender, Amanda Dalziel and I want to support Alex and other brave kids like him by raising $10,000 for their cause.

For limited time, we’re reviving our popular DIY Investor Service, which has helped more than a hundred families over the last five years. We’ll work with four investors to create a financial plan and set up an index fund or ETF portfolio they can manage on their own.

We’ll walk you through every step of the process: creating a savings plan, opening new accounts with an online brokerage, transferring your existing investments, placing trades in your new accounts, and giving you the tools you’ll need to rebalance and track your performance.

The cost of this unique service? We’ll ask you to make a donation of $2,500 to the BC Children’s Hospital Foundation in Alex’s honour. (You’ll get a tax receipt for the full amount, so the cost of our service will likely be closer to $1,500.)

We expect to receive more requests than we can handle, so we’re asking investors to tell us a little about their situation to make sure our service is a good fit. In our experience, the DIY service is most appropriate for investors who:

  • are committed index investors prepared to sell their stocks and actively managed funds and rebuild their portfolios from scratch
  • are in the accumulation phase of their lives, growing their savings rather than drawing down their portfolio in retirement
  • have portfolios between $250,000 and $500,000 or so, mostly in registered accounts
  • have relatively simple situations without complicating factors, such as corporate accounts or US citizenship
  • have a genuine interest in DIY investing and a willingness to learn to manage their own portfolio going forward

Even if you’re not in a position to take advantage of our DIY service, you can still help Alex and other kids with cancer. If you’ve found value in the free information Justin and I have provided over the years, we invite you to pay it forward by making a donation here. Alex and his family thank you.

[Update: We are no longer able to accept new requests for this service. Many thanks to all of the readers who expressed interest in this offer, and to all the others who donated to Alex’s cause.]