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Saving and Investing the Family Portfolio since 2000

I’ve been saving and investing the family portfolio for the last twenty years. I’d like to share my ups and downs of investing, hopes and dreams for the future, and how I channel my past to keep me grounded.

Despite saving and investing for twenty years, I’m still learning about myself in the process and hope to instill good values about money to my children. I find myself in the unconventional position of being the portfolio manager for my account and my husband’s. This came to be from my natural interest in investing in stocks and his complete disinterest in the stock market. 

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Talk about economic whiplash. Life was going so well before the global pandemic for many people. The economy was strong, unemployment rate was low at 5.2%. Low for Canadian standards. Restaurants were bustling, there was always a line up to get lunch from the local restaurants and parking lots were full. The cheap lots were …

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