My TFSA vs My Margin Account: Who Wins The Performance Battle?
In this light-hearted showdown, I’m pitting my TFSA against my Margin account to see which one reigns supreme in total performance. We’re breaking down the returns across multiple timeframes—one week, one month, year-to-date, and all-time—to find out which strategy is actually winning the race. Beyond the numbers, I share the "why" behind each portfolio's construction. My TFSA is a US-focused powerhouse centered on all-in-one flagship funds, while my Margin account is a Canadian-tilted powerhouse built for diversification, yield, and tax efficiency. What I cover in this video: Portfolio Philosophy: Why you should never blindly copy an investor and how to build for your own specific goals. TFSA Deep Dive: A look at my US-focused strategy and how I use it to fund my current paternity leave (aka experimental retirement). Margin Account Strategy: Why I’m heavy on Canadian financials, utilities, and energy to counterbalance US tech concentration. The Comparison: A side-by-side performance battle—you might be surprised by how much one account is "crushing" the other. Taking Profits: My thoughts on selling when a fund hits the 20% growth threshold and why I’m watching certain Canadian funds very closely. The Covered Call ETF All-Star Tracker: Looking for a one-stop shop to compare over 500+ ETFs, track distributions, and analyze performance data? Check out the tool I built for this community: 👉https://calendly.com/coveredcalletfin... Chapters 00:00 Introduction 01:18 My TFSA Account Contruction 04:54 The Covered Call ETF AllStar Tracker 06:21 My Margin Account Construction 13:45 TFSA vs Margin Performance Battle Join The Covered Call ETF Community On REDDIT / coveredcalletfs 🌼 Check out Blossom - the investing social network! To follow my portfolio @coveredcalletfinvesting https://link.blossomsocial.com/7uYa/v... Disclaimer: This video is for informational purposes only and should not be considered investment advice. The information in this video is not intended to be a substitute for professional investment advice. All investment involves risk, and past performance is not a guarantee of future results. Before making any investment decisions, it is important to do your own research and consult with a licensed financial advisor. The presenter may hold positions in the securities discussed in the video and may sell, buy or hold such positions at any time. This video may contain forward-looking statements that involve risks and uncertainties. The actual results could differ materially from those discussed in this video. The information contained in this video is current as of the date of production and is subject to change without notice. Notice 31-369 Guidance - Finfluencer Regulatory Responsibilities https://www.osc.ca/en/securities-law/...

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