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Viewing profile - RICKLEE

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RICKLEE
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Joined: Sun May 10, 2009 9:01 am
Last visited: Wed Aug 07, 2013 6:09 am
Total posts: 320
[0.36% of all posts / 0.12 posts per day]
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Most active forum: Fiscal Fitness Journals
[ 301 Posts / 94.06% of user’s posts ]
Most active topic: Ricklee's Wealth Journal
[ 292 Posts / 91.25% of user’s posts ]

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Location: Canada
Occupation: CA, CPA, Entrepreneur, Investment Counselor
Interests: Value Investing, Fine Wine, Jazz Guitar.
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RICKLEE

RICKLEE Posts

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 Forum: Fiscal Fitness Journals   Topic: Ricklee's Wealth Journal

Posted: Sat Aug 03, 2013 8:26 am 

Replies: 330
Views: 79498


If you only have access to data that everyone else has, doesn't the market already price that information into its prices? In other words, what information do you have that the index hasn't accounted for? I do NOT believe the market prices individual companies efficiently at all times with all avai...

 Forum: Fiscal Fitness Journals   Topic: Ricklee's Wealth Journal

 Post subject: Managing Family Money
Posted: Fri Aug 02, 2013 5:01 am 

Replies: 330
Views: 79498


One of my goals is to manage family money. Yesterday I took my parents-in-law to a discount broker to transfer their assets from a full-service broker. I will act as their Power of Attorney. By doing this, they will avoid full-service fees: $119 RRSP fee annually $40 Spousal RRSP fee annually $125 p...

 Forum: Fiscal Fitness Journals   Topic: Ricklee's Wealth Journal

Posted: Fri Aug 02, 2013 4:49 am 

Replies: 330
Views: 79498


So for the 10-year period ending last month (1May2003 - 30Apr2013), only MCD outperformed the S&P500. PG performed about the same and JNJ underperformed. What's your point? This is not cherry-picking of time periods. It's just a 10-year look with the end at the completion of last month. Incorre...

 Forum: Fiscal Fitness Journals   Topic: Ricklee's Wealth Journal

Posted: Fri Aug 02, 2013 4:45 am 

Replies: 330
Views: 79498


He made investment choices based on his convictions, mainly bonds. I made investment decisions to buy JNJ, MCD, PG, and a host of other leading American companies. Over the past 2 year period, PG underperformed the S&P 500 by about 6%, PG outperformed by 6% and MCD pretty much performed at the ...

 Forum: Fiscal Fitness Journals   Topic: Ricklee's Wealth Journal

Posted: Thu May 02, 2013 5:30 pm 

Replies: 330
Views: 79498


My wife's has a cousin whose husband is a lawyer. We are Canadian. Two years ago I attended a family meal and our discussion went like this. him: "I think the US is in financial turmoil and we will soon see hyperinflation, stagnation of the economy, and continued depression in housing prices&qu...

 Forum: Fiscal Fitness Journals   Topic: Ricklee's Wealth Journal

Posted: Wed May 01, 2013 9:26 am 

Replies: 330
Views: 79498


Some of you have read my guest post on this blog about my past four years' experience with investing. If you have not, you can read it here. The experience had spurred me on to ask how my family and friends have fared since the recession of 2008 and the stock market bottom of 2009. Some of the shock...

 Forum: Fiscal Fitness Journals   Topic: Ricklee's Wealth Journal

Posted: Mon Dec 24, 2012 6:24 pm 

Replies: 330
Views: 79498


Samantha wrote:
Congrats on your article today!

Thank you Samantha! Have a great 2013!

 Forum: Fiscal Fitness Journals   Topic: The year of increasing the emergency fund

Posted: Thu Nov 01, 2012 7:45 pm 

Replies: 471
Views: 97591


Congratulations on a memorable vacation - which will produce feelings and memories that last (while the cost data will fade into time's abyss of small details).

Good luck on the back-to-frugality.

 Forum: Success Stories   Topic: Officially Debt Free

 Post subject: Re: Officially Debt Free
Posted: Fri Oct 12, 2012 6:18 pm 

Replies: 3
Views: 5202


I have tracked what would have been our stocks values - after I sold them. In the first 30 days after our debt-freedom, we would have been at least five thousand dollars better off if we didn't sell out. The opportunity cost of a happy wife is an investment in its own right. Is that $5K net? Did yo...

 Forum: Success Stories   Topic: Officially Debt Free

 Post subject: Officially Debt Free
Posted: Fri Oct 12, 2012 4:09 am 

Replies: 3
Views: 5202


It began with an argument with my wife. Driving to Buffalo, New York, with my niece and daughter in the back. She started it, bursting my peacefulness with tension. My wife said, "what are you going to do, about your Debt?" I said, "WE have debt because we are invested in a stock port...

 Forum: Fiscal Fitness Journals   Topic: Samantha's goals

 Post subject: Re: Samantha's goals
Posted: Sat Sep 29, 2012 6:28 pm 

Replies: 239
Views: 90203


Well, we did it! Current Mortgage Balance: $84,722 ! And we had our anniversary dinner last night at the famous french restaurant -- it was amazing. We spent almost $200, but it was hands down the best dinner we've ever had. All of my favorite things: goat cheese, scallops, wine and chocolate!! :) ...

 Forum: Fiscal Fitness Journals   Topic: Ricklee's Wealth Journal

Posted: Sat Sep 15, 2012 4:44 pm 

Replies: 330
Views: 79498


Kate1 wrote:
Good for you for being able to see your wife's side of this. I would be just like her.

Thanks, Kate, yes it was for her. I know that in later years we can rebuild the stock portfolio, but making her happy today is my main concern.

 Forum: Fiscal Fitness Journals   Topic: Ricklee's Wealth Journal

 Post subject: We Are Now Debt Free
Posted: Fri Sep 14, 2012 2:48 am 

Replies: 330
Views: 79498


I put the finishing touches on the debt this morning. All debt is now ZERO, from a previous level of $108,000. It took about 3 weeks from the time we decided to pay it all off, to sell the shares, settle the amounts in cash, withdraw the funds and settle the debts. We celebrated with a fine dinner a...

 Forum: Fiscal Fitness Journals   Topic: Ricklee's Wealth Journal

Posted: Sat Sep 08, 2012 5:02 am 

Replies: 330
Views: 79498


..after an emotional discussion with my wife, we agreed to pay off all the lines of credit, which were in my name. I had amassed about a hundred thousand in line of credit debt. This was due to: 1. stock option ideas that failed 2. business prospects that succeeded 3. stock investment ideas that suc...
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