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Sunday, October 26, 2025

My Top Gainers: What’s Been Working in My Stock Portfolio

Yesterday, I posted a special edition of my investment portfolio. Next to each holding, I listed its current return (in %) to help you see where every position stands in the portfolio. I do this exercise from time to time, and it’s always insightful.

Here are my biggest winners—positions with at least a +100% gain—across my non-registered, TFSA, RRSP (stocks-only), and U.S. portfolios:

Loblaw Companies (L), +534.79%
Sector: Food & Drug Retailing

WSP Global Inc. (WSP), +439.06%
Sector: Construction & Engineering

George Weston Limited (WN), +414.68%
Sector: Food & Drug Retailing

Thomson Reuters Corporation (TRI), +355.17%
Sector: Professional & Commercial Services

WSP Global Inc. (WSP), +303.39%
Sector: Construction & Engineering

TMX Group Inc. (X), +280.25%
Sector: Investment Banking & Investment Services

Toromont Industries Ltd (TIH), +245.76%
Sector: Machinery, Equipment & Components

Canadian National Railway Co (CNR), +235.27%
Sector: Freight & Logistics Services

Brookfield Infrastructure Partners L.P. (BIP.UN), +226.51%
Sector: Industrial Conglomerates

Brookfield Renewable Energy Partners L.P. (BEP.UN), +226.69%
Sector: Electric Utilities & IPPs

Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), +220.47%
Sector: Investment Banking & Investment Services

Methanex Corporation (MX), +210.28%
Sector: Chemicals

Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A), +200.52%
Sector: Machinery, Equipment & Components

Savaria Corporation (SIS), +169.92%
Sector: Machinery, Equipment & Components

Kraken Robotics Inc. (PNG), +167.59%
Sector: Aerospace & Defense

Brookfield Renewable Partners L.P. (BEP.UN), +164.04%
Sector: Electric Utilities & IPPs

Royal Bank of Canada (RY), +150.53%
Sector: Banking Services

Brookfield Corporation Class A Limited Voting Shares (BN), +145.85%
Sector: Investment Banking & Investment Services

Power Corporation of Canada Subordinate Voting Shares (POW), +143.72%
Sector: Insurance

Toromont Industries Ltd (TIH), +138.57%
Sector: Machinery, Equipment & Components

Royal Bank of Canada (RY), +136.50%
Sector: Banking Services

Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), +133.38%
Sector: Investment Banking & Investment Services

Fortis Inc. (FTS), +121.18%
Sector: Electric Utilities & IPPs

TMX Group Limited (X): +112.60%
Sector: Investment Banking & Investment Services

Purpose Bitcoin ETF CAD ETF non-currency hedged units (BTCC.B): +109.15%
Sector: This is an ETF, Bitcoin related

Savaria Corporation (SIS), +108.97%
Sector: Machinery, Equipment & Components

Canadian Imperial Bank Of Commerce (CM), +107.91%
Sector: Banking Services

South Bow Corporation (SOBO), +104.71%
Sector: Oil & Gas Related Equipment and Services

Suncor Energy Inc. (SU), +104.62%
Sector: Oil & Gas

Sprott Physical Gold Trust (PHYS), +104.42%
Sector: This is an ETF - gold related

Emera Incorporated (EMA), +101.41%
Sector: Electric Utilities & IPPs

In my U.S. portfolio, I haven’t hit a +100% return on any position yet—though I probably did in the past. That said, I’ve made quite interesting gains on Berkshire Hathaway Inc. (BRK.B) at +97.61% and Vanguard Russell 1000 Growth Index Fund (VONG) at +72.17%.

In these inflationary times, as groceries keep getting more expensive, it’s fitting that my top gainer is Loblaw Companies (L), up a robust +534.79%. In third place is George Weston Limited (WN), with an excellent +414.68% gain. George Weston is a major owner of Loblaw Companies (L) and Choice Properties REIT (CHP.UN)I don’t currently own any CHP.UN units, but they could be a good addition in a small proportion.

I’ve been using Stockopedia successfully for a few years now. The platform has helped me pick some great stocks. Stockopedia’s ranking system, StockRank, score stocks from 0 to 100, with 100 being the strongest note.

Among my top holdings, those with a StockRank above 90:
  • Emera Incorporated (EMA)
  • Suncor Energy Inc. (SU)
  • South Bow Corporation (SOBO)
  • Canadian Imperial Bank of Commerce (CM)
  • Savaria Corporation (SIS)
  • Power Corporation of Canada (POW)
  • Brookfield Renewable Partners L.P. (BEP.UN)

In the “80s club” on Stockopedia, I have:

  • TMX Group Limited (X)
  • Fortis Inc. (FTS)
  • Royal Bank of Canada (RY)
  • Toromont Industries Ltd. (TIH)
  • Hammond Manufacturing Company Ltd. Class A Subordinate Voting Shares (HMM.A)
  • Methanex Corporation (MX)
  • Brookfield Infrastructure Partners L.P. (BIP.UN)
  • WSP Global Inc. (WSP)
  • Loblaw Companies (L)
In the 70s:
  • George Weston Limited (WN)
  • Thomson Reuters Corporation (TRI)
  • Canadian National Railway Co. (CNR)

In the 60s:

  • Kraken Robotics Inc. (PNG)

In the 50s:

  • Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM)

Whenever I browse Stockopedia, I feel like I’m on a treasure hunt. Over the years I’ve made several great discoveries there—one of them is Kraken Robotics Inc. (PNG). The company is headquartered in Newfoundland and Labrador. It doesn’t pay a dividend and it’s a venture-listed name, so it comes with higher risk. I’ll let you explore Kraken Robotics on your own, but it’s truly an interesting company. In fact, Kraken Robotics (PNG) has become intriguing enough to catch the attention of our American “friends.” But hey, as Canadians, that’s part of the game. Public markets are open, and anyone can buy Canadian stocks, including Americans.

Among my best-performing stocks, these are the ones I’m confident are my strongest assets and worth holding:

  • Emera Incorporated (EMA)
  • Suncor Energy Inc. (SU)
  • Canadian Imperial Bank of Commerce (CM)
  • Power Corporation of Canada (POW)
  • Brookfield Renewable Partners L.P. (BEP.UN)
  • TMX Group Limited (X)
  • Fortis Inc. (FTS)
  • Royal Bank of Canada (RY)
  • Toromont Industries Ltd. (TIH)
  • Hammond Manufacturing Company Ltd. Class A Subordinate Voting Shares (HMM.A)
  • Brookfield Infrastructure Partners L.P. (BIP.UN)
  • WSP Global Inc. (WSP)
  • Loblaw Companies (L)
Just like PNG, Hammond Manufacturing Company Ltd. Class A Subordinate Voting Shares (HMM.A) is a very great stock pick that I found using Stockopedia. In both case, their overall chart is quite strong. Take a look at Hammond Manufacturing cool stuff!

Pulling this together, my winners span defensives, infrastructure, and a few higher-beta names, proof that steady compounders and selective bets can coexist in the same portfolio. I’ll keep leaning on Stockopedia to surface ideas, add small trial positions when something intrigues me, and prune when the facts change. As always, this isn’t advice, just one small investor sharing the journey. If you have thoughts on CHP.UN or a favorite high-ranked pick I should review next, drop it in the comments.

Saturday, October 25, 2025

My investment portfolio on date of October 24, 2025

Savings: $4,628.33

Stocks and Units investment portfolio $CAN
Loblaw Companies (L), +534.79%
WSP Global Inc. (WSP), +439.06%
George Weston Limited (WN), +414.68%
TMX Group Inc. (X), +280.25%
Canadian National Railway Co (CNR), +235.27%
Methanex Corporation (MX), +210.28%
Power Corporation of Canada Subordinate Voting Shares (POW), +143.72%
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), +133.38%
Fortis Inc. (FTS), +121.18%
Savaria Corporation (SIS), +108.97%
South Bow Corporation (SOBO), +104.71%
Bank of Nova Scotia (The) (BNS), +96.44%
TransCanada Corp (TRP), +90.19%
K-Bro Linen Inc. (KBL), +88.70%
Enbridge Inc. (ENB), +84.61%
Royal Bank of Canada (RY), +81.98%
National Bank of Canada (NA), +76.77%
Canadian Imperial Bank Of Commerce (CM), +76.08%
Pembina Pipeline Corporation (PPL), +72.76%
Exchange Income Corporation (EIF), +61.92%
Open Text Corporation (OTEX), +59.85%
Paramount Resources Ltd. Class A Common Shares (POU), +44.95%
Toronto-Dominion Bank (TD), +41.66%
Whitecap Resources Inc. (WCP), +39.32%
Brookfield Renewable Partners L.P. (BEP.UN), +39.18%
Alaris Equity Partners Income Trust (AD.UN), +35.30%
Granite Real Estate Investment Trust (GRT.UN), +29.64%
Premium Brands Holdings Corporation (PBH), +24.87%
Algoma Central Corporation (ALC), +22.18%
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A), +20.01%
Ninepoint Energy Income Fund ETF (NRGI), +19.68%
Russel Metals Inc. (RUS), +15.47%
CT Real Estate Investment Trust (CRT.UN), +14.29%
iShares S&P/TSX Capped REIT Index (XRE), +14.25%
Slate Grocery REIT (SGR.UN), +13.16%
SmartCentres Real Estate Investment Trust (SRU.UN), +9.78%
Canadian Natural Resources Limited (CNQ), +8.77%
New Flyer Industries Inc. (NFI), +6.99%
Ag Growth International Inc. (AFN), -29.67%
Caribbean Utilities Company Ltd. Class A Ordinary Shares (CUP.U), -1.80%
Telus Corp (T), -1.22%
TOTAL: $164,350.27, +109.58%

Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B), +97.61%
Vanguard Russell 1000 Growth Index Fund (VONG), +72.17%
Nu Holdings Ltd. (NU), +9.92%
CSX Corporation (CSX), +9.78%
General Mills Inc. (GIS), +2.97%
Brookfield Infrastructure Corporation (BIPC), +1.74%
Pfizer Inc. (PFE), -22.80%
TOTAL: $5,869.53 US, +97.61%: $8,238.47 CAN

Tax-free savings account (TFSA):
WSP Global Inc. (WSP), +303.39%
Toromont Industries Ltd (TIH), +245.76%
Brookfield Renewable Energy Partners L.P. (BEP.UN), +226.69%
Brookfield Infrastructure Partners L.P. (BIP.UN), +226.51%
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), +220.47%
Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A), +200.52%
Kraken Robotics Inc. (PNG), +167.59%
Brookfield Corporation Class A Limited Voting Shares (BN), +145.85%
Royal Bank of Canada (RY), +136.50%
TMX Group Limited (X): +112.60%
Purpose Bitcoin ETF CAD ETF non-currency hedged units (BTCC.B): +109.15%
Canadian Imperial Bank Of Commerce (CM), +107.91%
Suncor Energy Inc. (SU), +104.62%
Toronto-Dominion Bank (TD): +95.57%
Finning International Inc. (FTT), +88.01%
Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC), +85.64%
Power Corporation of Canada Subordinate Voting Shares (POW), +81.06%
Exchange Income Corporation (EIF), +76.12%
CT Real Estate Investment Trust (CRT.UN), +74.48%
Canadian National Railway Co (CNR), +72.86%
Chemtrade Logistics Income Fund (CHE.UN), +67.10%
Alimentation Couche-Tard Inc. (ATD), +66.59%
Total Energy Services Inc. (TOT), +63.33%
Calian Group Ltd. (CGY): +63.09%
Metro Inc. (MRU): +60.66%
National Bank of Canada (NA): +58.36%
Amerigo Resources Ltd. (ARG), +56.98%
Aecon Group Inc. (ARE): +52.09%
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC): +49.16%
Hamilton Enhanced U.S. Covered Call ETF (HYLD): +48.06%
Emera Inc. (EMA): +43.60%
Granite Real Estate Investment Trust (GRT.UN): +43.08%
Bank of Nova Scotia (BNS), +40.80%
Alaris Equity Partners Income Trust (AD.UN): +37.77%
North West Company Inc. (The) (NWC), +37.05%
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN): +34.07%
Canadian Utilities Limited (CU), +30.14%
Empire Company Limited Non-Voting Class A Shares (EMP.A), +30.66%
Pembina Pipeline Corporation (PPL): +28.43%
Diversified Royalty Corp. (DIV), +27.57%
Nutrien Ltd. (NTR): +26.81%
Fortis Inc. (FTS): +23.83%
CGI Inc. (GIB.A), +25.14%
Boston Pizza Royalties Income Fund (BPF.UN), +23.22%
ATCO Ltd. (ACO.Y): +23.13%
Boralex Inc. Class A Shares (BLX): +20.30%
Saputo Inc. (SAP): +20.26%
3iQ CoinShares Ether ETF (ETHQ): +18.90%
Algoma Central Corporation (ALC), +18.64%
Plaza Retail REIT (PLZ.UN), +12.91%
Goodfellow Inc. (GDL): +12.78%
Whitecap Resources Inc. (WCP), +12.25%
Northland Power Inc. (NPI), +10.07%
Slate Grocery REIT (SGR.UN), +7.33%
Westshore Terminals Investment Corporation (WTE), +3.41%
Guardian Capital Group Limited (GCG): +0.27%
Boyd Group Services Inc. (BYD), +0.66%
Cargojet Inc. (CJT), -0.13%
Canadian Net Real Estate Investment Trus (NET.UN), -0.73%
Rogers Communications Inc. (RCI.B), -1.08%
Wajax Corporation (WJX), -3.15%
SIR Royalty Income Fund (SRV.UN), -6.09%
Ninepoint Energy Income Fund ETF (NRGI), -9.49%
A&W Food Services of Canada Inc. (AW), -10.95%
Telus Corp (T), -18.18%
Parex Resources Inc. (PXT), -29.96%
Labrador Iron Ore Royalty Corporation (LIF), -35.01%
Andrew Peller Limited (ADW.A), -48.76%
Algonquin Power & Utilities Corp. (AQN), -43.99%
European Residential Real Estate Investment Trust (ERE.UN), -56.63%
Verde Agritech Plc Ordinary Shares (NPK), -77.99%
Wescan Energy Corp. (WCE), -81.69%
Tilray Inc (TLRY), -89.28%
Data Communications Mgmt (DCM), -99.29%
DNI Metals Inc. (DMNKF), -100%
TOTAL: $150,088.26, +52.61%

RSP investment portfolio:
Thomson Reuters Corporation (TRI), +355.17%
Savaria Corporation (SIS), +169.92%
Brookfield Renewable Partners L.P. (BEP.UN), +164.04%
Royal Bank of Canada (RY), +150.53%
Toromont Industries Ltd (TIH), +138.57%
Sprott Physical Gold Trust (PHYS), +104.42%
Emera Incorporated (EMA), +101.41%
Finning International Inc. (FTT), +94.70%
Toronto-Dominion Bank (TD), +83.15%
iA Financial Corporation Inc. (IAG), +80.47%
Leon's Furniture Limited (LNF), +80.29%
CAE Inc. (CAE), +78.74%
Quebecor Inc. (QBR.B), +78.18%
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A), +74.49%
National Bank of Canada (NA), +72.97%
Canadian Imperial Bank Of Commerce (CM), +62.20%
Bird Construction Inc. (BDT), +59.75%
Capital Power Corporation (CPX), +59.45%
Exchange Income Corporation (EIF), +58.79%
Richards Packaging Income Fund (RPI.UN), +57.92%
Power Corporation of Canada Subordinate Voting Shares (POW), +55.78%
Stantec Inc. (STN), +47.63%
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC), +43.09%
Information Services Corporation Class A Limited Voting Shares (ISC), +40.85%
TMX Group Limited (X), +40.23%
Ivanhoe Mines Ltd. (IVN), +39.25%
Suncor Energy Inc. (SU), +35.66%
Alaris Equity Partners Income Trust (AD.UN), +32.27%
Urbana Corp (URB), +32.03%
TWC Enterprises Limited (TWC), +28.68%
Hamilton Enhanced U.S. Covered Call ETF (HYLD), +25.18%
Taiga Building Products Ltd. (TBL), +25.93%
North West Company Inc. (The) (NWC), +24.99%
MEG Energy Corp. (MEG), +24.17%
Bank of Nova Scotia (BNS), +23.67%
Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A), +23.64%
Boralex Inc. Class A Shares (BLX), +20.62%
Vitreous Glass Inc. (VCI), +14.56%
ARC Resources Ltd. (ARX), +12.83%
Loblaw Companies Limited (L), +12.72%
Topaz Energy Corp. (TPZ), +11.69%
Telus Corp (T), +10.51%
Olympia Financial Group Inc. (OLY), +8.66%
George Weston Limited (WN), +7.28%
Calian Group Ltd. (CGY), +6.89%
Manulife Financial Corporation (MFC), +6.23%
Algoma Central Corporation (ALC), +5.32%
Morguard North American Residential Real Estate Investment Trust (MRG.UN), +4.02%
Canadian Natural Resources Limited (CNQ), +3.42%
Wajax Corporation (WJX), +3.02%
Pembina Pipeline Corporation (PPL), +2.52%
JFT Strategies Fund Class A Units (JFS.UN), +2.38%
Keyera Corp. (KEY), +1.23%
Guardian Capital Group Limited (GCG), +0.51%
Empire Company Limited Non-Voting Class A Shares (EMP.A), +0.48%
Russel Metals Inc. (RUS), -2.15%
Maple Leaf Foods Inc. (MFI), -2.60%
Rogers Communications Inc. Class B Non-voting Shares (RCI.B), -3.18%
Whitecap Resources Inc. (WCP), -3.36%
Canadian National Railway Company (CNR), -3.49%
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), -3.72%
ADENTRA Inc. (ADEN), -3.99%
Alimentation Couche-Tard Inc. (ATD), -4.76%
Open Text Corporation (OTEX), -5.07%
Parkland Corporation (PKI), -5.53%
Nutrien Ltd. (NTR), -6.42%
Metro Inc. (MRU), -6.77%
Ninepoint Energy Income Fund ETF (NRGI), -10.98%
Pender Growth Fund Inc. (PTF), -15.28%
Goodfellow Inc. (GDL), -15.36%
Valeura Energy Inc. (VLE), -17.54%
ATS Corporation (ATS), -24.28%
Dynacor Group Inc. (DNG), -24.48%
Parex Resources Inc. (PXT), -27.38%
Ag Growth International Inc. (AFN), -29.81%
Cascades Inc. (CAS), -31.51%
Ovintiv Inc. (OVV), -66.89%
Interfor Corporation (IFP), -78.07%
Wescan Energy Corp. (WCE), -81.94%
AirBoss of America Corp. (BOS), -86.26%
Total: $98,178.49, +54.06%

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $4,468.49, +51.12%

Others: $1,159.90

NBI Income Fund: $1,378.98, -10.92%

Manulife Fidelity NorthStar GIF CAP
Manulife Simplicity Growth Portfolio
Maritime Life CI Harbour Seg Fund
Maritime Life Fidelity True North Seg Fund
Manulife GIF MLIA B World Invest
Total: $11,757.92, +65.04%

Other various: $70,384.38

TOTAL: $187,328.16

Social Capital at Desjardins Membership share: $35
Online money: $37
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:

TOTAL: $514,705.49
On date of October 24, 2025

Thursday, October 23, 2025

Fresh investment stock ideas from JFT Strategies Fund Class A (JFS.UN) and Stockopedia — Vacation Edition

I am currently enjoying a few days of vacation in New Brunswick.






Only longtime readers will be familiar with this view:

Earlier this week, the TSX took a sharp downturn and lost over 500 points in a single day. I didn’t post that day, but I did check my portfolio to assess the damage. To my surprise, I actually closed the day up $36. I was quite happy, as I had been mentally prepared to take a hit. Today, the TSX is clawing its way back into the 30,000s, and it feels great. I estimate my net worth to be around $515,000. Today, my non-registered portfolio closed at $164,788.95, my U.S. portfolio at US$5,867.37, my RRSP stocks-only portfolio at $98,001.21, and my TFSA at $149,125.59. My numbers remain solid. I’m hopeful I can ride out any further market correction without too much trouble and stay at least within the $500,000.

Yesterday, I updated my dividend-income Excel sheet. My annual dividend income now stands at $14,589.67: $2,939.46 from my RRSP, $4,795.70 from my TFSA, US$118.12 from my U.S. portfolio, and $6,736.39 from my non-registered portfolio. I hadn’t updated my overall dividend figure in a while. A few days ago, Alaris Equity Partners Income Trust (AD.UN) announced a 9% distribution increase. Earlier in September, one of my major holdings also announced a welcome 1% dividend raise.

I have a bit of cash in my U.S. portfolio comin from recent distributions and went looking for a U.S. stock to buy. While reviewing the JFT Strategies Fund Class A Units (JFS.UN) holdings, I found a name that could be a good fit: Ituran Location and Control Ltd. (ITRN). I’ll only invest a small amount. In JFS.UN, ITRN represents 1.10% of the fund’s holdings. I always find it quite interesting to review the JFT Strategies Fund’s major holdings.

Over the years, I’ve added a few of the JFS.UN holdings into my own portfolio, with mixed results. I hold Ag Growth International Inc. (AFN) in my non-registered account, where it’s showing a loss of about –30%. In my TFSA, Northland Power Inc. (NPI) is up about +10%, as is Calian Group Ltd. (CGY). In my non-registered portfolio, Russel Metals Inc. (RUS) is up +15%, while in my RRSP it’s roughly –3%. In my TFSA, Total Energy Services Inc. (TOT) is up +65%, and in my RRSP, Bird Construction Inc. (BDT) is up +58%.

Back in February, I noted a very odd holding in the JFT Strategies Fund: Mercer Park Opportunities (SPAC.U). It still strikes me as a strange pick. In fact, SPAC.U is still in JFS.UN’s portfolio, and I’m not quite sure what to make of it. One thing is certain: I won’t be investing in Mercer Park Opportunities (SPAC.U).

When I’m done picking stocks from the JFT Strategies Fund’s top holdings, my favorite tool is Stockopedia. I’ve been using it for many years and really enjoy browsing all of its content. It’s pricey, but worth every penny. They usually offer good subscription deals in November for Black Friday. 

Inside my portfolio I have my core holdings, but I also like to add other stocks that catch my eye. Often ones I discover while browsing Stockopedia. Since my broker charges no commission, I can buy just one share of a new position to get a feel for it. I’ll admit: I do that fairly often. Alongside my proven, long-time dog fighters, I keep a few smaller, more speculative positions. Many of those were picked on Stockopedia, and sometimes those small positions grow into mid-sized holdings. Basically, I do whatever I want.

I did a bit of scrolling on Stockopedia today (rainy vacation day browsing!), and here are a few stocks I found interesting:

Mineros SA (MSA)
Thor Explorations Ltd. (THX)
Kiwetinohk Energy Corp. (KEC)
Triple Flag Precious Metals Corp. (TFPM)

Those four stocks are really well ranked in Stockopedia. 

Again this year, I will be investing in my RRSP portfolio. I was thinking about investing into Vanguard S&P 500 Index ETF (VFV) and iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ) for my RRSP.

Tuesday, October 14, 2025

Celebrating a $510,000+ Net Worth

I hope you had a nice Thanksgiving. I’m usually in New Brunswick at this time of year, but I spent the Thanksgiving weekend in Montreal. I’m heading back to New Brunswick in a few days and plan to spend the winter there, as I have for the past couple of years, ever since COVID, actually. I’m enjoying a final couple of days in Montreal and trying to do as much as possible. I plan to see the Titanic exhibition at Bonaventure, I’d feel like I was missing out if I didn’t go. Whenever I’m in my last couple of days in Montreal, it’s always a sprint. I try to do as many things as possible, because I know that once I’m back in New Brunswick, all those beautiful museums and activities will be out of reach.

One exhibition I saw this past weekend was History Is Painted by the Victors by Kent Monkman at the Montreal Museum of Fine Arts. I was hesitant to visit at first because I thought it might be too provocative for my taste. I went anyway, and I don’t regret it. Yes, the paintings are provocative, but there’s also a deep message in them. The work is original, and the exhibition is genuinely worth seeing if you’re visiting Montreal. It seems many of his paintings are in acrylic, which I found interesting. I didn’t realize acrylic could achieve such detail and a classical feel. There are so many details in each piece, and every painting is an experience in its own right.





















The TSX closed today’s session at a very strong 30,353.61, gaining more than 500 points in a single day. Just a few days ago, on October 8, I finished the session at my highest net worth ever: $519,565.65. Today, I may have closed on a lower note, but I’m still around $510,000. My non-registered portfolio closed today’s session at $166,333.09, my US portfolio at US$5,935.07, my RRSP (stocks-only) at $96,624.25, and my TFSA at $149,074.85. My dividend income from the non-registered and TFSA portfolios now works out to roughly $975 per month.

Hitting $500k was a big surprise; reaching $519k was an even bigger one. My portfolio is doing what it’s supposed to do, it just keeps growing. Over the past two years, it has gained more than $139,000. It seems the money injected by governments during COVID has had lasting effects on the market. Otherwise, I’m not quite sure what to make of the TSX at 30,000 points. I update my portfolio whenever I’m up. that way I keep records of the good days, because you never know when a correction, or something else, will hit the market.

I’m thrilled about the TSX at 30,000, but I still can’t quite get over it—it feels unreal. With a net worth now above $500k, I’m really starting to feel the weight of my major holdings. In my non-registered portfolio, my biggest holding is Pembina Pipeline Corporation (PPL). Once PPL hit $55 per share, I knew I was in for a nice payoff. Back in the day, PPL was a Derek Foster pick and was featured in one of his books—either Stop Working or The Lazy Investor. I’ve held my PPL shares tightly ever since probably since around 2008 and it has truly paid off. The 2008 crash was unsettling, but it felt like an opportunity, and I trusted my instincts. That might be my best quality.

I’ve always liked PPL. I was impressed when I learned that my beloved Pembina Pipeline was partnering with Meta to build an AI data center in Alberta. It feels unreal and is certainly impressive, but how did a pipeline company get involved in an AI data center? I’d love to learn more about how that deal came together. PPL is currently trading around $55 per share. With these new data-center activities, I can only see further growth ahead for PPL. I have no trouble imagining Pembina trading at $100 per share in the not-too-distant future. It won’t happen tomorrow, but it’s not out of reach.

Wednesday, October 8, 2025

Historic of my Total assets and Net worth values on date of October 8, 2025

2025

Net worth on October 8, 2025: $519,565.65 - highest net worth everrrr!!!!!
Net worth on September 22, 2025: $510,015.72
Net worth on September 11, 2025: $506,356.03
Net worth on September 5, 2025: $503,783.13 
Net worth on September 4, 2025: $502,409.05
Net worth on August 22, 2025: $500,783.80 - the 500k net worth had been reached for the first time!
Net worth on August 21, 2025: $498,245.25
Net worth on August 5, 2025: $491,722.79 
Net worth on July 25, 2025: $491,146.01 - first time I ever reached 491k
Net worth on July 23, 2025: $488,537.85 first time I ever reached 488k
Net worth on July 11, 2025: $486,088.88 - first time I ever reached 486k
Net worth on July 10, 2025: $483,292.76 - first time I ever reached 483k
Net worth on June 2, 2025: $481,318.67 - first time I ever reached 481k
Net worth on May 27, 2025: $480,965.11 - first time I ever reached 480k
Net worth on May 20, 2025: $478,695.60 - first time I ever reached 478k
Net worth on May 17, 2025: $475,419.57 - first time I ever reached 475k
Net worth on May 8, 2025: $473,933.65 - first time I ever reached 473k
Net worth on May 7, 2025: $470,216.73 - first time I ever reached 470k, and it's happening on the 80th anniversary of the end of WWII. Coincidence? I don’t think so!
Net worth on May 2, 2025: $469,222.44
Net worth on April 24, 2025: $456,866.22
Net worth on April 18, 2025: $449,055.01
Net worth on April 14, 2025: $442,956.09
Net worth on April 9, 2025: $438,966.46
Net worth on April 8, 2025: $429,036.12
Net worth on April 7, 2025: $434,701.84
Net worth on April 4, 2025: $443,118.38
Net worth on April 2, 2025: $466,233.88
Net worth on January 23, 2025: $469,813.558 - first time I ever reached 469k!
Net worth on January 21, 2025: $464,986.66
Net worth on January 18, 2025: $462,576.18
Net worth on January 3, 2025: $459,983.13

2024

Net worth on December 31, 2024: $456,092.61
Net worth on December 20, 2024: $453,186.36
Net worth: $450,265.60 (I no longer have debt). December 19, 2024
Total in assets: $467,956.81/Net worth: $467,529.69: November 29, 2024
Total in assets: $467,971.92/Net worth: $465,398.33: November 22, 2024 
Total in assets: $466,587.87/Net worth: $464,014.28: November 21, 2024 
Total in assets: $464,207.08/Net worth: $460,527.54: November 14, 2024

Total in assets: $466,665.20/Net worth: $461,948.22: October 17, 2024 
Total in assets: $465,108.53/Net worth: $460,391.55: October 16, 2024 - First time I am in the 460k!
Total in assets: $461,695.76/Net worth: $456,916.94: October 11, 2024
Total in assets: $456,672.76/Net worth: $451,890.80: October 4, 2024 - First time I ever hit on the 450k!

Total in assets: $452,186.49/Net worth: $447,251.10: September 26, 2024 
Total in assets: $450,780.69/Net worth: $447,210.34: September 13, 2024
Total in assets: $447,942.71/Net worth: $444,372.36: September 12, 2024 - First time I ever hit on the 444k
Total in assets: $443,006.26/Net worth: $439,463.77: September 9, 2024

Total in assets: $440,323.44/Net worth: $435,834.87: August 23, 2024

Total in assets: $438,570.89/Net worth: $432,208.43: July 31, 2024 - first time I ever reached 430k.
Total in assets: $434,175.23/Net worth: $427,812.77: July 22, 2024 

Total in assets: $419,382.05/Net worth: $413,741.80: May 10, 2024

Total in assets: $415,656.63/Net worth: $407,032.02: March 28, 2024
Total in assets: $410,830.45/Net worth: $403,444.26: March 8, 2024
Total in assets: $409,656.30/Net worth: $402,219.07: March 7, 2024 - first time I ever reached 400k net worth!
Total in assets: $407,214.02/Net worth: $399,776.79: March 6, 2024
Total in assets: $406,530.78/Net worth: $399,043.10: March 1, 2024

Total in assets: $404,868.06/Net worth: $393,617.74: February 17, 2024 first time I ever hit 393k!
Total in assets: $404,016.51/Net worth: $392,766.19: February 15, 2024 - first time I ever hit 392k!
Total in assets: $401,516.67/Net worth: $390,264.22: February 12, 2024 - first time I ever hit 390k!

Total in assets: $401,713.44/Net worth: $389,317.63: January 29, 2024 - first time I ever hit 389k!
Total in assets: $400,412.81/Net worth: $388,017: January 28, 2024 - first time I ever hit 388k!
Total in assets: $399,833.32/Net worth: $387,437.51: January 25, 2024 - first time I ever hit 387k!
Total in assets: $396,039.93/Net worth: $382,559.57: January 8, 2024 - first time I ever hit 382k!
Total in assets: $393,167.74/Net worth: $379,670.38: January 5, 2024

2023

Total in assets: $406,622.25/Net worth: $380,929.15: December 29, 2023
Total in assets: $408,307.33/Net worth: $380,099.13: December 27, 2023
Total in assets: $406,167.92/Net worth: $380,273.66: December 14, 2023 
Total in assets: $402,432.82/Net worth: $376,538.56: December 13, 2023
Total in assets: $397,453.80/Net worth: $371,540.77: December 8, 2023
Total in assets: $395,604.93/Net worth: $368,453.87: December 1, 2023
Total in assets: $390,070.59/Net worth: $362,630.53: November 17, 2023
Total in assets: $381,814.54/Net worth: $354,269.04: November 3, 2023
Total in assets: $373,267.72/Net worth: $345,282.56: October 6, 2023
Total in assets: $393,849.39/Net worth: $367,685.60: August 11, 2023
Total in assets: $397,595.65/Net worth: $361,500.59: July 18, 2023
Total in assets: $416,472.91/Net worth: $370,235.74: May 6, 2023
Total in assets: $419,167.77/Net worth: $373,150.19: April 21, 2023 first time I ever hit the 373k!
Total in assets: $416,945.17/Net worth: $370,829.18: April 13, 2023 - first time I am in the 370k!
Total in assets: $415,945.38/Net worth: $369,820.54: April 11, 2023
Total in assets: $413,311.52/Net worth: $366,524.01: February 13, 2023
Total in assets: $411,186.99/Net worth: $364,399.48: February 10, 2023
Total in assets: $408,656.95/Net worth: $361,844.12: February 7, 2023
Total in assets: $407,606.87/Net worth: $361,043.28: January 17, 2023
Total in assets: $405,708.89/Net worth: $359,060.31: January 16, 2023
Total in assets: $404,983.22/Net worth: $358,324.64: January 13, 2023
Total in assets: $403,429.72/Net worth: $356,771.14: January 12, 2023
Total in assets: $399,232.95/Net worth: $352,574.37: January 11, 2023
Total in assets: $396,629.76/Net worth $349,971.18: January 10, 2023
Total in assets: $395,568.27/Net worth $348,909.69: January 9, 2023
Total in assets: $393,444.59/Net worth $346,786.01: January 6, 2023

2022

Total in assets: $384,602.29/Net worth $337,875.65: December 30, 2022
Total in assets: $394,205.35/Net worth $347,621.02: November 25, 2022
Total in assets: $383,659.43/Net worth $337,227.95: November 11, 2022
Total in assets: $373,493.10/Net worth $327,061.62: November 4, 2022
Total in assets: $356,147.14/Net worth $309,920.82: October 11, 2022
Total in assets: $396,620.95/Net worth $350,590.82: August 14, 2022
Total in assets: $369,523.83/Net worth $323,815.43: June 24, 2022
Total in assets: $367,287.71/Net worth $321,579.31: June 20, 2022
Total in assets: $364,145.55/Net worth $318,437.15: June 18, 2022
Total in assets: $398,010.84/Net worth $352,164.94: June 2, 2022
Total in assets: $385,843.39/Net worth  May 20, 2022: $340,156.47
Total in assets: $407,547.23/Net worth $361,442.42: April 20, 2022 
Total in assets: $405,658.35/Net worth $358,941.11: March 29, 2022
Total in assets: $403,792.28/Net worth $357,075.04: March 25, 2022
Total in assets: $402,081.01/Net worth $355,363.77: March 22, 2022
Total in assets: $400,979.64/Net worth $354,262.40: March 21, 2022 - First time I ever hit on the $400,000 in total assets!
Total in assets: $398,652.13/Net worth $352,071.24: March 18, 2022 - First time I ever hit on the $350,000 in net worth value!
Total in assets: $396,355.91/Net worth $349,713.01: March 10, 2022
Total in assets: $393,037.13/Net worth: $347,573.53: March 4, 2022
Total in assets: $391,766.36/Net worth: $345,622.80: February 9, 2022
Total in assets: $382,726.19/Net worth: $341,862.36: February 2, 2022
Total in assets: $386,320.32/Net worth: $340,128.37: February 1st, 2022

2021
Total in assets: $385,979.66/Net worth: $339,434.39: December 31, 2021
Total in assets: $382,726.19/Net worth: $336,268.16: December 23, 2021
Total in assets: $388,421.37/Net worth: $340,312.77 - FIRST TIME I EVER REACHED A $340,000 NET WORTH!
November 8, 2021
Total in assets: $387,068.51/Net worth: $338,959.91: November 5, 2021
Total in assets: $384,785.92/Net worth: $336,781.52: October 20, 2021
Total in assets: $382,580.80/Net worth: $334,576.40: October 19, 2021
Total in assets: $379,263.95/Net worth: $330,680.17: October 14, 2021

Total in assets: $364,072.52/Net worth: $315,407.64: July 26, 2021
Total in assets: $358,867.59/Net worth: $311,858.22: June 15, 2021
Total in assets: $354,774.64/Net worth: $307,559.30: June 10, 2021
Total in assets: $348,042.77/Net worth: $300,799.45 - FIRST TIME I EVER REACHED 300k in net worth, on May 26, 2021
Total in assets: $346,583.88/Net worth: $298,486.93: May 20, 2021
Total in assets: $349,651.45/Net worth: $298,435.31: May 7, 2021
Total in assets: $347,002.53/Net worth: $297,614.64: April 16, 2021
Total in assets: $338,188.16/Net worth: $287,914.75: March 11, 2021
Total in assets: $333,970.92/Net worth: $283,675.99: March 9, 2021
Total in assets: $328,881.12/Net worth: $279,611.57: February 10, 2021
Total in assets: $326,670.02/Net worth: $278,758.37: February 8, 2021
Total in assets: $324,891.52/Net worth: $276,979.87: February 4, 2021
Total in assets: $322,236.52/Net worth: $274,318.36: February 3, 2021
Total in assets: $327,639.01/Net worth: $274,298.23: January 19, 2021
Total in assets: $316,192.85/Net worth: $268,180.14: January 7, 2021
Total in assets: $313,003.95/Net worth: $264,915.22: January 6, 2021
Total in assets: $310,587.36/Net worth: $262,498.63: January 5, 2021

2020
Total in assets: $310,392.38/Net worth: $259,661.24: December 31, 2020
Total in assets: $307,812.05/Net worth: $259,070.79: December 24, 2020
Total in assets: $306,444.25/Net worth: $258,948.73: December 4, 2020
Total in assets: $304,701.39/Net worth: $257,331.58: November 27, 2020
Total in assets: $300,956.84/Net worth: $253,587.03: November 24, 2020
Total in assets: $298,903.01/Net worth: $251,533.20: November 23, 2020
Total in assets: $296,643.60/Net worth: $249,158.71: November 20, 2020
Total in assets: $294,514.87/Net worth: $247,145.87: November 11, 2020
Total in assets: $291,172.40/Net worth: $243,802.59: November 10, 2020
Total in assets: $287 803.13/Net worth: $240 433.32: November 9, 2020
Total in assets: $277,872.92/Net worth: $226,678.26: August 5, 2020
Total in assets: $276,627.27/Net worth: $227,745.47: June 6, 2020
Total in assets: $263,304.63/Net worth: $211,395.63: April 29, 2020
Total in assets: $241 461,13/Net worth: $194 558,29: March 13, 2020
Total in assets: $282,640.61/Net worth: $235,284.72: February 21, 2020
Total in assets: $304,955.72/Net worth: $257,187.44: February 12, 2020
Total in assets: $296,200.07/Net worth: $250,595: January 16, 2020
Total in assets: $292,715.58/Net worth: $244,970.41: January 9, 2020

2019
Total in assets: $288,237.52/Net worth: $239,582.44: December 31, 2019
Total in assets: $278,823.27/Net worth: $230,902.04: September 17, 2019
Total in assets: $271,896.19/Net worth: 226,137.05: June 24, 2019
Total in assets: $269 950.21/Net worth: $222 942.87: April 5, 2019
Total in assets: $251 634.94/Net worth: $206 278.84: January 18, 2019
Total in assets: $238 656.07/Net worth: $191 009.83: January 4, 2019

2018
Total in assets: $270 679.86/Net worth: $204 306.57: November 16, 2018
Total in assets: $332 750.88/Net worth: $232 609.15: August 3, 2018
Total in assets: $331 413.83/Net worth: $232 280.40: June 20, 2018
Total in assets: $326 085.75/Net worth: $226 801.92: June 3, 2018
Total in assets: $322 479.23/Net worth: $222 850.15: May 4, 2018
Total in assets: $319 644.86/Net worth: $217 246.23: March 16, 2018

2017
Total in assets: $318 544.64/Net worth: $221 989.65: December 29, 2017
Net worth on the date of November 17, 2017: $211 430.89
Net worth on the date of October 27, 2017: $212 633.39
Net worth on the date of September 29, 2017: $206 352.49
Net worth on the date of April 24, 2017: $204 277.66
Net worth on the date of March 31, 2017: $200 325.69
Net worth on the date of March 29, 2017: $198 299.73
Net worth on the date of March 18, 2017: $193 969.21

2016
Net worth on the date of December 30, 2016: $184 074.35

Net worth after debt on the date of January 1, 2014:
$101 172.99 (yes, finally, IN NET WORTH!).

On the date of February 16, 2011, the TMX hit 14 000+ points, and I exceeded the 150k in assets! (Not net worth yet).

On September 9, 2010, I reached $100,000 in assets! (not in net worth yet).

On the date of August 5, 2009, I reached my investment goal: I reached $50 000 worth of assets! (NOW, net worth).

On the date of December 5, 2009, I had exceeded $60 000 in assets! (not in net worth yet).   

My investment portfolio on date of October 8, 2025

Savings: $8,338.84

Stocks and Units investment portfolio $CAN
Methanex Corporation (MX)
Fortis Inc. (FTS)
Pembina Pipeline Corporation (PPL)
iShares S&P/TSX Capped REIT Index (XRE)
New Flyer Industries Inc. (NFI)
TMX Group Inc. (X)
K-Bro Linen Inc. (KBL)
TransCanada Corp (TRP)
South Bow Corporation (SOBO)
Canadian National Railway Co (CNR)
Enbridge Inc. (ENB)
Loblaw Companies (L)
Savaria Corporation (SIS)
WSP Global Inc. (WSP)
George Weston Limited (WN)
Power Corporation of Canada Subordinate Voting Shares (POW)
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM)
Toronto-Dominion Bank (TD)
Canadian Imperial Bank Of Commerce (CM)
Royal Bank of Canada (RY)
Alaris Equity Partners Income Trust (AD.UN)
Ag Growth International Inc. (AFN)
National Bank of Canada (NA)
Telus Corp (T)
Canadian Natural Resources Limited (CNQ)
Algoma Central Corporation (ALC)
Slate Grocery REIT (SGR.UN)
Brookfield Renewable Partners L.P. (BEP.UN)
Premium Brands Holdings Corporation (PBH)
Granite Real Estate Investment Trust (GRT.UN)
Bank of Nova Scotia (The) (BNS)
Caribbean Utilities Company Ltd. Class A Ordinary Shares (CUP.U)
Paramount Resources Ltd. Class A Common Shares (POU)
CT Real Estate Investment Trust (CRT.UN)
SmartCentres Real Estate Investment Trust (SRU.UN)
Russel Metals Inc. (RUS)
Exchange Income Corporation (EIF)
Open Text Corporation (OTEX)
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
Whitecap Resources Inc. (WCP)
Guardian Capital Group Limited (GCG)
TOTAL: $169,621.28

Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B)
General Mills Inc. (GIS)
Vanguard Russell 1000 Growth Index Fund (VONG)
Pfizer Inc. (PFE)
CSX Corporation (CSX)
Brookfield Infrastructure Corporation (BIPC)
Nu Holdings Ltd. (NU)
TOTAL: $6,005.77 US: $8,385.86 CAN

Tax-free savings account (TFSA):
Dumont Nickel Inc. (DNI)
CT Real Estate Investment Trust (CRT.UN)
Canadian National Railway Co (CNR)
Exchange Income Corporation (EIF)
Brookfield Infrastructure Partners L.P. (BIP.UN)
Brookfield Renewable Energy Partners L.P. (BEP.UN)
Andrew Peller Limited (ADW.A)
Toronto-Dominion Bank (TD)
Boyd Group Services Inc. (BYD)
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
Data Communications Mgmt (DCM)
Royal Bank of Canada (RY)
Toromont Industries Ltd (TIH)
Boralex Inc. Class A Shares (BLX)
Northland Power Inc. (NPI)
Calian Group Ltd. (CGY)
Canadian Utilities Limited (CU)
WSP Global Inc. (WSP)
Granite Real Estate Investment Trust (GRT.UN)
Cargojet Inc. (CJT)
Nutrien Ltd. (NTR)
Canadian Imperial Bank Of Commerce (CM)
SIR Royalty Income Fund (SRV.UN)
ATCO Ltd. (ACO.Y)
Aecon Group Inc. (ARE)
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM)
Metro Inc. (MRU)
Alimentation Couche-Tard Inc. (ATD)
Fortis Inc. (FTS)
CGI Inc. (GIB.A)
TMX Group Limited (X)
Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Suncor Energy Inc. (SU)
Rogers Communications Inc. (RCI.B)
Telus Corp (T)
Bitcoin Fund The Class A units (QBTC)
Purpose Bitcoin ETF CAD ETF non-currency hedged units (BTCC.B)
3iQ CoinShares Ether ETF (ETHQ)
Tilray Inc (TLRY)
North West Company Inc. (The) (NWC)
Bank of Nova Scotia (BNS)
National Bank of Canada (NA)
Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
Saputo Inc. (SAP)
Labrador Iron Ore Royalty Corporation (LIF)
Intertape Polymer Group Inc. (ITP)
Parex Resources Inc. (PXT)
Wescan Energy Corp. (WCE)
Verde Agritech Plc Ordinary Shares (NPK)
Wajax Corporation (WJX)
Whitecap Resources Inc. (WCP)
Goodfellow Inc. (GDL)
Algonquin Power & Utilities Corp. (AQN)
Pembina Pipeline Corporation (PPL)
TransCanada Corp (TRP)
A&W Revenue Royalties Income Fund (AW.UN)
Total Energy Services Inc. (TOT)
Empire Company Limited Non-Voting Class A Shares (EMP.A)
Power Corporation of Canada Subordinate Voting Shares (POW)
Alaris Equity Partners Income Trust (AD.UN)
Westshore Terminals Investment Corporation (WTE)
Finning International Inc. (FTT)
Element Fleet Management Corp. (EFN)
Ninepoint Energy Income Fund ETF (NRGI)
Chemtrade Logistics Income Fund (CHE.UN)
Hamilton Enhanced U.S. Covered Call ETF (HYLD)
Bank of Nova Scotia (BNS)
Emera Inc. (EMA)
Kraken Robotics Inc. (PNG)
Brookfield Corporation Class A Limited Voting Shares (BN)
Diversified Royalty Corp. (DIV)
Amerigo Resources Ltd. (ARG)
Plaza Retail REIT (PLZ.UN)
European Residential Real Estate Investment Trust (ERE.UN)
Algoma Central Corporation (ALC)
Slate Grocery REIT (SGR.UN)
TOTAL: $148,683.62

RSP investment portfolio:
Emera Incorporated (EMA)
Ovintiv Inc. (OVV)
Toronto-Dominion Bank (TD)
Telus Corp (T)
Royal Bank of Canada (RY)
Savaria Corporation (SIS)
Thomson Reuters Corporation (TRI)
Richards Packaging Income Fund (RPI.UN)
Toromont Industries Ltd (TIH)
CAE Inc. (CAE)
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A)
Boralex Inc. Class A Shares (BLX)
Quebecor Inc. (QBR.B)
Brookfield Renewable Partners L.P. (BEP.UN)
Leon's Furniture Limited (LNF)
Bank of Nova Scotia (BNS)
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Cascades Inc. (CAS)
JFT Strategies Fund Class A Units (JFS.UN)
AirBoss of America Corp. (BOS)
Suncor Energy Inc. (SU)
Pender Growth Fund Inc. (PTF)
Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
Algoma Central Corporation (ALC)
Finning International Inc. (FTT)
Guardian Capital Group Limited (GCG)
Information Services Corporation Class A Limited Voting Shares (ISV)
Interfor Corporation (IFP)
Maple Leaf Foods Inc. (MFI)
National Bank of Canada (NA)
Nutrien Ltd. (NTR)
Open Text Corporation (OTEX)
Taiga Building Products Ltd. (TBL)
Vitreous Glass Inc. (VCI)
Power Corporation of Canada Subordinate Voting Shares (POW)
North West Company Inc. (The) (NWC)
Whitecap Resources Inc. (WCP)
Parex Resources Inc. (PXT)
Wajax Corporation (WJX)
Canadian Imperial Bank Of Commerce (CM)
Hamilton Enhanced U.S. Covered Call ETF (HYLD)
TMX Group Limited (X)
iA Financial Corporation Inc. (IAG)
Ninepoint Energy Income Fund ETF (NRGI)
Ivanhoe Mines Ltd. (IVN)
ARC Resources Ltd. (ARX)
Sprott Physical Gold Trust (PHYS)
Keyera Corp. (KEY)
ADENTRA Inc. (ADEN)
Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
Pembina Pipeline Corporation (PPL)
Manulife Financial Corporation (MFC)
Ag Growth International Inc. (AFN)
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
Morguard North American Residential Real Estate Investment Trust (MRG.UN)
Russel Metals Inc. (RUS)
Canadian Natural Resources Limited (CNQ)
Dynacor Group Inc. (DNG)
Calian Group Ltd. (CGY)
Alimentation Couche-Tard Inc. (ATD)
Canadian Western Bank (CWB)
Capital Power Corporation (CPX)
Stantec Inc. (STN)
Topaz Energy Corp. (TPZ)
Alaris Equity Partners Income Trust (AD.UN)
Wescan Energy Corp. (WCE)
Goodfellow Inc. (GDL)
ATS Corporation (ATS)
Parkland Corporation (PKI)
Urbana Corp (URB)
TWC Enterprises Limited (TWC)
Bird Construction Inc. (BDT)
Olympia Financial Group Inc. (OLY)
Empire Company Limited Non-Voting Class A Shares (EMP.A)
Loblaw Companies Limited (L)
Metro Inc. (MRU)
George Weston Limited (WN)
Exchange Income Corporation (EIF)
Canadian National Railway Company (CNR)
TMX Group Limited (X)
MEG Energy Corp. (MEG)
Valeura Energy Inc. (VLE)
Guardian Capital Group Limited (GCG)
Total: $96 467.22

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $4,478.29

Others: $1,159.90

NBI Income Fund: $1,368.69

Manulife Fidelity NorthStar GIF CAP
Manulife Simplicity Growth Portfolio
Maritime Life CI Harbour Seg Fund
Maritime Life Fidelity True North Seg Fund
Manulife GIF MLIA B World Invest
Total: $11,712.75

Other various: $69,281.2

TOTAL: $184,468.05

Social Capital at Desjardins Membership share: $35
Online money: $33
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:

TOTAL: $519,565.65
On date of October 8, 2025

Monday, September 22, 2025

Historic of my Total assets and Net worth values on date of September 22, 2025

2025

Net worth on September 22, 2025: $510,015.72 - highest net worth everrrr!!!!!
Net worth on September 11, 2025: $506,356.03
Net worth on September 5, 2025: $503,783.13 
Net worth on September 4, 2025: $502,409.05
Net worth on August 22, 2025: $500,783.80 - the 500k net worth had been reached for the first time!
Net worth on August 21, 2025: $498,245.25
Net worth on August 5, 2025: $491,722.79 
Net worth on July 25, 2025: $491,146.01 - first time I ever reached 491k
Net worth on July 23, 2025: $488,537.85 first time I ever reached 488k
Net worth on July 11, 2025: $486,088.88 - first time I ever reached 486k
Net worth on July 10, 2025: $483,292.76 - first time I ever reached 483k
Net worth on June 2, 2025: $481,318.67 - first time I ever reached 481k
Net worth on May 27, 2025: $480,965.11 - first time I ever reached 480k
Net worth on May 20, 2025: $478,695.60 - first time I ever reached 478k
Net worth on May 17, 2025: $475,419.57 - first time I ever reached 475k
Net worth on May 8, 2025: $473,933.65 - first time I ever reached 473k
Net worth on May 7, 2025: $470,216.73 - first time I ever reached 470k, and it's happening on the 80th anniversary of the end of WWII. Coincidence? I don’t think so!
Net worth on May 2, 2025: $469,222.44
Net worth on April 24, 2025: $456,866.22
Net worth on April 18, 2025: $449,055.01
Net worth on April 14, 2025: $442,956.09
Net worth on April 9, 2025: $438,966.46
Net worth on April 8, 2025: $429,036.12
Net worth on April 7, 2025: $434,701.84
Net worth on April 4, 2025: $443,118.38
Net worth on April 2, 2025: $466,233.88
Net worth on January 23, 2025: $469,813.558 - first time I ever reached 469k!
Net worth on January 21, 2025: $464,986.66
Net worth on January 18, 2025: $462,576.18
Net worth on January 3, 2025: $459,983.13

2024

Net worth on December 31, 2024: $456,092.61
Net worth on December 20, 2024: $453,186.36
Net worth: $450,265.60 (I no longer have debt). December 19, 2024
Total in assets: $467,956.81/Net worth: $467,529.69: November 29, 2024
Total in assets: $467,971.92/Net worth: $465,398.33: November 22, 2024 
Total in assets: $466,587.87/Net worth: $464,014.28: November 21, 2024 
Total in assets: $464,207.08/Net worth: $460,527.54: November 14, 2024

Total in assets: $466,665.20/Net worth: $461,948.22: October 17, 2024 
Total in assets: $465,108.53/Net worth: $460,391.55: October 16, 2024 - First time I am in the 460k!
Total in assets: $461,695.76/Net worth: $456,916.94: October 11, 2024
Total in assets: $456,672.76/Net worth: $451,890.80: October 4, 2024 - First time I ever hit on the 450k!

Total in assets: $452,186.49/Net worth: $447,251.10: September 26, 2024 
Total in assets: $450,780.69/Net worth: $447,210.34: September 13, 2024
Total in assets: $447,942.71/Net worth: $444,372.36: September 12, 2024 - First time I ever hit on the 444k
Total in assets: $443,006.26/Net worth: $439,463.77: September 9, 2024

Total in assets: $440,323.44/Net worth: $435,834.87: August 23, 2024

Total in assets: $438,570.89/Net worth: $432,208.43: July 31, 2024 - first time I ever reached 430k.
Total in assets: $434,175.23/Net worth: $427,812.77: July 22, 2024 

Total in assets: $419,382.05/Net worth: $413,741.80: May 10, 2024

Total in assets: $415,656.63/Net worth: $407,032.02: March 28, 2024
Total in assets: $410,830.45/Net worth: $403,444.26: March 8, 2024
Total in assets: $409,656.30/Net worth: $402,219.07: March 7, 2024 - first time I ever reached 400k net worth!
Total in assets: $407,214.02/Net worth: $399,776.79: March 6, 2024
Total in assets: $406,530.78/Net worth: $399,043.10: March 1, 2024

Total in assets: $404,868.06/Net worth: $393,617.74: February 17, 2024 first time I ever hit 393k!
Total in assets: $404,016.51/Net worth: $392,766.19: February 15, 2024 - first time I ever hit 392k!
Total in assets: $401,516.67/Net worth: $390,264.22: February 12, 2024 - first time I ever hit 390k!

Total in assets: $401,713.44/Net worth: $389,317.63: January 29, 2024 - first time I ever hit 389k!
Total in assets: $400,412.81/Net worth: $388,017: January 28, 2024 - first time I ever hit 388k!
Total in assets: $399,833.32/Net worth: $387,437.51: January 25, 2024 - first time I ever hit 387k!
Total in assets: $396,039.93/Net worth: $382,559.57: January 8, 2024 - first time I ever hit 382k!
Total in assets: $393,167.74/Net worth: $379,670.38: January 5, 2024

2023

Total in assets: $406,622.25/Net worth: $380,929.15: December 29, 2023
Total in assets: $408,307.33/Net worth: $380,099.13: December 27, 2023
Total in assets: $406,167.92/Net worth: $380,273.66: December 14, 2023 
Total in assets: $402,432.82/Net worth: $376,538.56: December 13, 2023
Total in assets: $397,453.80/Net worth: $371,540.77: December 8, 2023
Total in assets: $395,604.93/Net worth: $368,453.87: December 1, 2023
Total in assets: $390,070.59/Net worth: $362,630.53: November 17, 2023
Total in assets: $381,814.54/Net worth: $354,269.04: November 3, 2023
Total in assets: $373,267.72/Net worth: $345,282.56: October 6, 2023
Total in assets: $393,849.39/Net worth: $367,685.60: August 11, 2023
Total in assets: $397,595.65/Net worth: $361,500.59: July 18, 2023
Total in assets: $416,472.91/Net worth: $370,235.74: May 6, 2023
Total in assets: $419,167.77/Net worth: $373,150.19: April 21, 2023 first time I ever hit the 373k!
Total in assets: $416,945.17/Net worth: $370,829.18: April 13, 2023 - first time I am in the 370k!
Total in assets: $415,945.38/Net worth: $369,820.54: April 11, 2023
Total in assets: $413,311.52/Net worth: $366,524.01: February 13, 2023
Total in assets: $411,186.99/Net worth: $364,399.48: February 10, 2023
Total in assets: $408,656.95/Net worth: $361,844.12: February 7, 2023
Total in assets: $407,606.87/Net worth: $361,043.28: January 17, 2023
Total in assets: $405,708.89/Net worth: $359,060.31: January 16, 2023
Total in assets: $404,983.22/Net worth: $358,324.64: January 13, 2023
Total in assets: $403,429.72/Net worth: $356,771.14: January 12, 2023
Total in assets: $399,232.95/Net worth: $352,574.37: January 11, 2023
Total in assets: $396,629.76/Net worth $349,971.18: January 10, 2023
Total in assets: $395,568.27/Net worth $348,909.69: January 9, 2023
Total in assets: $393,444.59/Net worth $346,786.01: January 6, 2023

2022

Total in assets: $384,602.29/Net worth $337,875.65: December 30, 2022
Total in assets: $394,205.35/Net worth $347,621.02: November 25, 2022
Total in assets: $383,659.43/Net worth $337,227.95: November 11, 2022
Total in assets: $373,493.10/Net worth $327,061.62: November 4, 2022
Total in assets: $356,147.14/Net worth $309,920.82: October 11, 2022
Total in assets: $396,620.95/Net worth $350,590.82: August 14, 2022
Total in assets: $369,523.83/Net worth $323,815.43: June 24, 2022
Total in assets: $367,287.71/Net worth $321,579.31: June 20, 2022
Total in assets: $364,145.55/Net worth $318,437.15: June 18, 2022
Total in assets: $398,010.84/Net worth $352,164.94: June 2, 2022
Total in assets: $385,843.39/Net worth  May 20, 2022: $340,156.47
Total in assets: $407,547.23/Net worth $361,442.42: April 20, 2022 
Total in assets: $405,658.35/Net worth $358,941.11: March 29, 2022
Total in assets: $403,792.28/Net worth $357,075.04: March 25, 2022
Total in assets: $402,081.01/Net worth $355,363.77: March 22, 2022
Total in assets: $400,979.64/Net worth $354,262.40: March 21, 2022 - First time I ever hit on the $400,000 in total assets!
Total in assets: $398,652.13/Net worth $352,071.24: March 18, 2022 - First time I ever hit on the $350,000 in net worth value!
Total in assets: $396,355.91/Net worth $349,713.01: March 10, 2022
Total in assets: $393,037.13/Net worth: $347,573.53: March 4, 2022
Total in assets: $391,766.36/Net worth: $345,622.80: February 9, 2022
Total in assets: $382,726.19/Net worth: $341,862.36: February 2, 2022
Total in assets: $386,320.32/Net worth: $340,128.37: February 1st, 2022

2021
Total in assets: $385,979.66/Net worth: $339,434.39: December 31, 2021
Total in assets: $382,726.19/Net worth: $336,268.16: December 23, 2021
Total in assets: $388,421.37/Net worth: $340,312.77 - FIRST TIME I EVER REACHED A $340,000 NET WORTH!
November 8, 2021
Total in assets: $387,068.51/Net worth: $338,959.91: November 5, 2021
Total in assets: $384,785.92/Net worth: $336,781.52: October 20, 2021
Total in assets: $382,580.80/Net worth: $334,576.40: October 19, 2021
Total in assets: $379,263.95/Net worth: $330,680.17: October 14, 2021

Total in assets: $364,072.52/Net worth: $315,407.64: July 26, 2021
Total in assets: $358,867.59/Net worth: $311,858.22: June 15, 2021
Total in assets: $354,774.64/Net worth: $307,559.30: June 10, 2021
Total in assets: $348,042.77/Net worth: $300,799.45 - FIRST TIME I EVER REACHED 300k in net worth, on May 26, 2021
Total in assets: $346,583.88/Net worth: $298,486.93: May 20, 2021
Total in assets: $349,651.45/Net worth: $298,435.31: May 7, 2021
Total in assets: $347,002.53/Net worth: $297,614.64: April 16, 2021
Total in assets: $338,188.16/Net worth: $287,914.75: March 11, 2021
Total in assets: $333,970.92/Net worth: $283,675.99: March 9, 2021
Total in assets: $328,881.12/Net worth: $279,611.57: February 10, 2021
Total in assets: $326,670.02/Net worth: $278,758.37: February 8, 2021
Total in assets: $324,891.52/Net worth: $276,979.87: February 4, 2021
Total in assets: $322,236.52/Net worth: $274,318.36: February 3, 2021
Total in assets: $327,639.01/Net worth: $274,298.23: January 19, 2021
Total in assets: $316,192.85/Net worth: $268,180.14: January 7, 2021
Total in assets: $313,003.95/Net worth: $264,915.22: January 6, 2021
Total in assets: $310,587.36/Net worth: $262,498.63: January 5, 2021

2020
Total in assets: $310,392.38/Net worth: $259,661.24: December 31, 2020
Total in assets: $307,812.05/Net worth: $259,070.79: December 24, 2020
Total in assets: $306,444.25/Net worth: $258,948.73: December 4, 2020
Total in assets: $304,701.39/Net worth: $257,331.58: November 27, 2020
Total in assets: $300,956.84/Net worth: $253,587.03: November 24, 2020
Total in assets: $298,903.01/Net worth: $251,533.20: November 23, 2020
Total in assets: $296,643.60/Net worth: $249,158.71: November 20, 2020
Total in assets: $294,514.87/Net worth: $247,145.87: November 11, 2020
Total in assets: $291,172.40/Net worth: $243,802.59: November 10, 2020
Total in assets: $287 803.13/Net worth: $240 433.32: November 9, 2020
Total in assets: $277,872.92/Net worth: $226,678.26: August 5, 2020
Total in assets: $276,627.27/Net worth: $227,745.47: June 6, 2020
Total in assets: $263,304.63/Net worth: $211,395.63: April 29, 2020
Total in assets: $241 461,13/Net worth: $194 558,29: March 13, 2020
Total in assets: $282,640.61/Net worth: $235,284.72: February 21, 2020
Total in assets: $304,955.72/Net worth: $257,187.44: February 12, 2020
Total in assets: $296,200.07/Net worth: $250,595: January 16, 2020
Total in assets: $292,715.58/Net worth: $244,970.41: January 9, 2020

2019
Total in assets: $288,237.52/Net worth: $239,582.44: December 31, 2019
Total in assets: $278,823.27/Net worth: $230,902.04: September 17, 2019
Total in assets: $271,896.19/Net worth: 226,137.05: June 24, 2019
Total in assets: $269 950.21/Net worth: $222 942.87: April 5, 2019
Total in assets: $251 634.94/Net worth: $206 278.84: January 18, 2019
Total in assets: $238 656.07/Net worth: $191 009.83: January 4, 2019

2018
Total in assets: $270 679.86/Net worth: $204 306.57: November 16, 2018
Total in assets: $332 750.88/Net worth: $232 609.15: August 3, 2018
Total in assets: $331 413.83/Net worth: $232 280.40: June 20, 2018
Total in assets: $326 085.75/Net worth: $226 801.92: June 3, 2018
Total in assets: $322 479.23/Net worth: $222 850.15: May 4, 2018
Total in assets: $319 644.86/Net worth: $217 246.23: March 16, 2018

2017
Total in assets: $318 544.64/Net worth: $221 989.65: December 29, 2017
Net worth on the date of November 17, 2017: $211 430.89
Net worth on the date of October 27, 2017: $212 633.39
Net worth on the date of September 29, 2017: $206 352.49
Net worth on the date of April 24, 2017: $204 277.66
Net worth on the date of March 31, 2017: $200 325.69
Net worth on the date of March 29, 2017: $198 299.73
Net worth on the date of March 18, 2017: $193 969.21

2016
Net worth on the date of December 30, 2016: $184 074.35

Net worth after debt on the date of January 1, 2014:
$101 172.99 (yes, finally, IN NET WORTH!).

On the date of February 16, 2011, the TMX hit 14 000+ points, and I exceeded the 150k in assets! (Not net worth yet).

On September 9, 2010, I reached $100,000 in assets! (not in net worth yet).

On the date of August 5, 2009, I reached my investment goal: I reached $50 000 worth of assets! (NOW, net worth).

On the date of December 5, 2009, I had exceeded $60 000 in assets! (not in net worth yet).   

 

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