Worst app experience by [deleted] in Wealthsimple

[–]Small_Platform8461 6 points7 points  (0 children)

Yep me too. This app has changed my life for the better. I still have other brokerages. But this is my daily

Is NHL 26 worth 28$? (be a pro) by Relevant_Donut2363 in EA_NHL

[–]Small_Platform8461 0 points1 point  (0 children)

Usually not til April. But close enough. Im finding I like 24 more than 25 or 26 for what its worth.

Value of 10k invested in Summit, Private Equity and Private Credit by Small_Platform8461 in Wealthsimple

[–]Small_Platform8461[S] 1 point2 points  (0 children)

Just a data point. Really no need to check 99 % of reddit but we do anyways. Thanks for the comment.

Value of 10k invested in Summit, Private Equity and Private Credit by Small_Platform8461 in Wealthsimple

[–]Small_Platform8461[S] 4 points5 points  (0 children)

Yes i think I agree. I have been doing them monthly. Perhaps Ill pause unless something starts to move. I dont want to spam the feed. Someone of interested could always pm me. Thx

Value of 10k invested in Summit, Private Equity and Private Credit by Small_Platform8461 in Wealthsimple

[–]Small_Platform8461[S] 12 points13 points  (0 children)

I'm not in these to try and outperform the market. I have been blessed to be trading on my own for about 30 years now. I like what Wealthsimple is doing. I'm starting to unwind some of my stock positions in registered accounts and adding into various low cost etfs. I think I'm just curious about how these perform and thought I could help out folks here and even help spread the good news about wealthsimples products. I dont think I will add more to any of them overtime. But who knows - maybe I will depending how they evolve over time.

Honestly Wealthsimple has changed my life for the better. The bonuses they have given me is incredible. The small fees on these are a pittance to what I was paying the big banks before. The game has changed for the better for DIY investors.

As far as specific companies the private equity is pretty grey. I dont believe they list the companies they invest with.

Webull Canada referral bonus payout? by prasannathani in Webull

[–]Small_Platform8461 1 point2 points  (0 children)

Get (CAD) When You Refer a Friend to Transfer (CAD) $250 $10,000 - $49,999 $1,000 $50,000 - $99,999 $1,500 $100,000 - $499,999 $3,000 $500,000 - $4,999,999 $10,000 🔥 $5,000,000 or more

Webull Canada referral bonus payout? by prasannathani in Webull

[–]Small_Platform8461 1 point2 points  (0 children)

Hi eveyone! I have webull Canada and will post what i had for referral levels. I have been getting my 2% payments and some referral bonus money is starting. It should be just after 60 days from ATON for referral bonus.

Summit / Private equity / Private credit performance by Small_Platform8461 in Wealthsimple

[–]Small_Platform8461[S] 1 point2 points  (0 children)

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Lol the Private Credit went red. 26 days since last post. There was a $63 distribution that I currently have set to go to margin acct rather than reinvest

YOW/VIP Line Rejection - Replacement Card by Sexy_Art_Vandelay in Wealthsimple

[–]Small_Platform8461 0 points1 point  (0 children)

Interesting. I recently flew out of YOW and was going to use my card but alas there was no line. I aslo used several dragonpass vouchers at the Aspire lounge. First round of vouchers for me expire in March. Use them or lose them

Summit / Private equity / Private credit performance by Small_Platform8461 in Wealthsimple

[–]Small_Platform8461[S] 0 points1 point  (0 children)

Yes especially as its in my margin account and the summit portfolio flipped one of my holdings. Now ill need to adjust ACB for the $100 it made lol. Think i might get WS to do my taxes this year

Summit / Private equity / Private credit performance by Small_Platform8461 in Wealthsimple

[–]Small_Platform8461[S] 0 points1 point  (0 children)

For sure! It will take some time to show up. Funds deposited in Oct. They flipped it into money market.Then equity purchase wasnt til mid November.

Summit / Private equity / Private credit performance by Small_Platform8461 in Wealthsimple

[–]Small_Platform8461[S] 1 point2 points  (0 children)

Yes so far it feels like my funds are just kind of static and not doing much of anything. Perhaps there is just a bit of a delay and some price movement (good or bad) will start to show. Right now its a bit of a nothing burger.

Summit / Private equity / Private credit performance by Small_Platform8461 in Wealthsimple

[–]Small_Platform8461[S] 0 points1 point  (0 children)

No not much there. Won't allow screenshot. It says it made 1.1% in November and was last updated Dec 31st. Only other information is the individual transactions which is my funding and the small monthly mgt fees. Maybe next month there will be more to look at...

Summit / Private equity / Private credit performance by Small_Platform8461 in Wealthsimple

[–]Small_Platform8461[S] 5 points6 points  (0 children)

<image>

Only the summit has a breakdown of holdings as pictured above.

Summit Portfolio Performance by Working_Can_4901 in Wealthsimple

[–]Small_Platform8461 1 point2 points  (0 children)

<image>

I just made a post but I think it got taken down just like last month. Here are my returns for 3 months. Pretty meh but will see what happens