Margin Account Updates

Currently Playing: I Sold CMCL for a 13% Gain… Here’s Why MARGIN Changed My Strategy

I SOLD CMCL for a 13% GAIN… but there was another reason I wanted out. In this margin account update, I explain why the ETF’s margin requirement played a major role in my decision — and how I’m using my Wealthsimple margin account to help build my Cash-Flow Wedge. I’ll show you exactly what I’m doing with my money, including a real-time transfer from my margin account and a live purchase of CMCL inside my Cash-Flow Wedge account using Wealthsimple. This is a behind-the-scenes look at how I’m using margin investing, ETF investing, and passive income strategies to move capital around my portfolio and focus on building long-term wealth and retirement cash flow. 💰 WHAT I COVER IN THIS VIDEO: • Why I sold CMCL after making a 13% gain • The surprising role margin requirements played in my decision • My latest Wealthsimple margin account update • How I’m using my margin account to fund my Cash-Flow Wedge • Moving money from my margin account in real time • Buying CMCL in my Cash-Flow Wedge account • How I’m thinking about risk, leverage and margin investing • My strategy for building passive income and long-term wealth • Why where you hold an ETF can matter just as much as the ETF itself 🚨 WHY I SOLD CMCL The 13% gain was great, but the bigger issue was how much of my available margin the position was tying up. I explain my thinking in the video and why I decided that moving the capital into my Cash-Flow Wedge made more sense for my overall strategy. If you're interested in Canadian ETFs, passive income investing, covered call ETFs, Wealthsimple, margin accounts, dividend income, retirement investing, and building a Cash-Flow Wedge, make sure to subscribe to Better Call Paul. Disclaimer: I am not a financial advisor, and this is not financial advice. This channel documents my personal investing journey for entertainment and educational purposes only. Always do your own research and consult a qualified financial professional before making investment decisions. If you enjoy dividend investing, ETF investing, covered call ETFs, passive income strategies, portfolio updates, and personal finance content, be sure to subscribe and follow the journey. 🎯 Try Simply Wall St: Track dividends, analyze stocks, monitor portfolio performance, and estimate future income payments all in one place. Sign up for a free account or try the premium account for one week for free. You can use my link for 30% off a Premium subscription: https://goto.simplywall.st/createandsave 🎁 Wealthsimple Referral: https://www.wealthsimple.com/invite/Y5NGEG 🌼 Join Me on Blossom: https://link.blossomsocial.com/7uYa/1ghde1qe___FB804F3B #MarginInvesting #CMCL #Wealthsimple #PassiveIncome #CanadianETFs #ETFInvesting #CashFlowWedge #IncomeInvesting #DividendInvesting #RetirementInvesting