Earning monthly income from investments: Step-by-step learn how it works

Here’s what to love in the July edition of The Index...

💰 How to generate monthly income from financial investments

📊 How to rebalance
across all your accounts

💸 How I found an extra $500 a month to invest
(and how to find hidden money)

📅 When to take CPP and OAS
- why delaying isn't always the smart move
Presented by Harvest ETFs
*Buzz* goes your phone.

You look down and see a notification that cash landed in your account.

There’s something satisfying about seeing distributions come in - and knowing you can use it, save it, or reinvest it for later.

How to generate monthly income from financial investments

There's something different about having cash land in your account every month. 

For some investors, that cash flow covers expenses. For others it's money to reinvest and compound.

We walk you through how the process of generating monthly income from investments works, what to look for before you dive into execution mode, and helpful tips on how to decide whether it fits what you're trying to achieve.

How to rebalance a portfolio

One of the biggest things people stress about with DIY investing is rebalancing. 

Thankfully, it's simpler than you think. See how to do it step-by-step, plus 4 different ways to rebalance - including the easiest one that skips selling and triggering taxes.

How I found an extra $500/month to invest

Most “find more money” advice tells you to skip the coffee. This isn't that.

Chances are you have money that could be invested, but it’s easy to miss and have it turn into everyday spending.

See how to set up simple systems to capture and invest this money so it continues to grow.

When can I receive my CPP and OAS benefits? 

When to start CPP and OAS is one of the biggest retirement-income calls you'll make, and “wait as long as you can” isn't always the right answer.

This is a clear breakdown of when you can start, how waiting boosts your monthly cheque, and how the OAS clawback works. Handy context for fitting government benefits around your own portfolio.

What people ❤️ about Passiv

"I put money on those accounts every month, which I can do with just one click with Passiv. 

It would be super tedious to do it without Passiv… to me, its functionality is priceless."
Passiv Elite makes it easy!
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