Non registered Investments:
Stocks and Units investment portfolio $CAN
Timminco (TIMNF): $1.04
Stocks and Units investment portfolio $CAN
Timminco (TIMNF): $1.04
Blue Note Mining (BNT.H): $2
Bank of Nova Scotia (BNS): $6 862.90
Hanwei Energy Services (HE): $24
Methanex Corporation (MX): $6 119.23
Fortis Inc. (FTS): $3 565.39
Pembina Pipeline Corporation (PPL): $15 952.86
Just Energy Group Inc. (JE): $6 116.04
Pengrowth Energy Corporation (PGF): $1 531.80
Enbridge Income Fund Holdings Inc. (ENF): $7 770.62
Corby Distilleries Limited (CDL.A): $2 357.50
Davis + Henderson Corporation (DH): $5 907.60
Premium Brands Holdings Corporation (PBH): $8 638.50
EnCana Corporation (ECA): $3 985.28
iShares S&P/TSX Capped REIT Index (XRE): $2 400.86
Hanwei Energy Services (HE): $24
Methanex Corporation (MX): $6 119.23
Fortis Inc. (FTS): $3 565.39
Pembina Pipeline Corporation (PPL): $15 952.86
Just Energy Group Inc. (JE): $6 116.04
Pengrowth Energy Corporation (PGF): $1 531.80
Enbridge Income Fund Holdings Inc. (ENF): $7 770.62
Corby Distilleries Limited (CDL.A): $2 357.50
Davis + Henderson Corporation (DH): $5 907.60
Premium Brands Holdings Corporation (PBH): $8 638.50
EnCana Corporation (ECA): $3 985.28
iShares S&P/TSX Capped REIT Index (XRE): $2 400.86
Horizons Gold Yield Fund (HGY): $1 434.51
Canfor Pulp Products Inc. (CFX): $1 154.52
New Flyer Industries Inc. (NFI): $2 288
Canfor Pulp Products Inc. (CFX): $1 154.52
New Flyer Industries Inc. (NFI): $2 288
Exchange Income Corporation (EIF): $6 360
Rogers Sugar Inc. (RSI): $530.10
Student Transportation (STB): $684
Colabor Group Inc. (GCL): $494.70
Rogers Sugar Inc. (RSI): $530.10
Student Transportation (STB): $684
Colabor Group Inc. (GCL): $494.70
TMX Group Inc. (X): $365.60
K-Bro Linen Inc. (KBL): $3 477
Westshore Terminals Invest Corp (WTE): $6 819.72
WesternOne Inc. (WEQ): $3 135
First Majestic Silver Corp (FR): $1 300
Kinross Gold Corp (K): $821.44
TransCanada Corp (TRP): $1 174
Canadian National Railway Co (CNR): $5 183.10
Firm Capital Mortgage Investment Corporation (FC): $471.20
Enbridge Inc. (ENB): $1 241.24
Agrium Inc. (AGU): $2 337.40
Canadian Utilities Limited (CU): $1 599.36
Veresen Inc. (VSN): $843.48
Crescent Point Energy Corp (CPG): $899.80
K-Bro Linen Inc. (KBL): $3 477
Westshore Terminals Invest Corp (WTE): $6 819.72
WesternOne Inc. (WEQ): $3 135
First Majestic Silver Corp (FR): $1 300
Kinross Gold Corp (K): $821.44
TransCanada Corp (TRP): $1 174
Canadian National Railway Co (CNR): $5 183.10
Firm Capital Mortgage Investment Corporation (FC): $471.20
Enbridge Inc. (ENB): $1 241.24
Agrium Inc. (AGU): $2 337.40
Canadian Utilities Limited (CU): $1 599.36
Veresen Inc. (VSN): $843.48
Crescent Point Energy Corp (CPG): $899.80
JFT Strategies Fund (JFS.UN): $2 186
Geovencap Inc. (GOV.H): $0.40
Geovencap Inc. (GOV.H): $0.40
Bombardier Inc. (BBD.B): $698.10
Heroux-Devtek Inc. (HRX): $517
Black Diamond Group Ltd (BDI): $648.50
Emera Inc. (EMA): $785.50
Cineplex Inc. (CGX): $1 036.75
Barrick Gold Corp (ABX): $842.80
BCE Inc. (BCE): $995.06
Stella Jones Inc. (SJ): $542.10
Shoppers Drug Mart Corp (SC): $3 054.50
TOTAL: $125 156.50
Stocks and Units investment portfolio $US:
Sprott Physical Silver Trust ET (PSLV): $1 405
Cash: $4.12
TOTAL: $1 409.12
Tax-free savings account (TFSA):
EnerCare Inc. (ECI): $29.64
Dumont Nickel Inc. (DNI): $143.75
Sprott Physical Silver Trust UTS (PHS.U): $1 833.96
Sprott Strategic Fixed Income Fund (SFI.UN): $384
Healthlease Properties Real Estate Investment Trust (HLP.UN): $1 019
Keg Royalties Income Fund (KEG.UN): $767.50
RioCan Real Estate Investment Trust (REI.UN): $898.80
Precious Metals and Mining Trust (MMP.UN): $504
Sprott Inc. (SII): $2 706.46
Chorus Aviation Inc. (CHR.B): $424.32
Data Group Inc. (DGI): $1 151.70
AltaGas Ltd (ALA): $1 149.60
Cash: $330.83
TOTAL: $11 343.56
RSP investment portfolio:
Sprott Canadian Equity Fund: $3 277.39
iShares Gold Bullion Fund (CGL): $4 066.14
EnCana Corporation (ECA): $2 030.96
Emera Incorporated (EMA): $7 163.76
Sprott Physical Silver Trust UTS (PHS.U): $611.32
TOTAL: $11 343.56
RSP investment portfolio:
Sprott Canadian Equity Fund: $3 277.39
iShares Gold Bullion Fund (CGL): $4 066.14
EnCana Corporation (ECA): $2 030.96
Emera Incorporated (EMA): $7 163.76
Sprott Physical Silver Trust UTS (PHS.U): $611.32
Toronto-Dominion Bank (TD): $1 411.50
Barrick Gold Corp (ABX): $1 053.50
Stella Jones Inc. (SJ): $2 710.50
Telus Corp (T): $1 842
Tim Hortons (THI): $638.10
Cash: $108.15
CIBC Dividend Growth Fund: $643.33
CIBC Emerging Markets Index Fund: $311.30
CIBC Monthly Income Fund: $1 179.57
Energy and Base Metals Term Savings (Indexed term savings): $577.30
Natural Resources Term Savings (Indexed term savings): $502.06
GIC National Bank: $1 227.70
GIC Plus TD: $500
Manulife Fidelity NorthStar GIF CAP B: $834.52
Manulife Simplicity Growth Portfolio: $995.62
Maritime Life CI Harbour Seg Fund: $1 156.63
Maritime Life Fidelity True North Seg Fund: $1 206.28
Manulife GIF MLIA B World Invest: $783.49
Great-West – various: $2 189.08 $
Various other mutual funds: $1 206.17
TOTAL: 38 226.37
Social Capital at Desjardins Membership share: $40
Savings + Stocks, units, mutual funds + Tax-
free Savings account + RRSP + Online Income
($119):
Cash: $108.15
CIBC Dividend Growth Fund: $643.33
CIBC Emerging Markets Index Fund: $311.30
CIBC Monthly Income Fund: $1 179.57
Energy and Base Metals Term Savings (Indexed term savings): $577.30
Natural Resources Term Savings (Indexed term savings): $502.06
GIC National Bank: $1 227.70
GIC Plus TD: $500
Manulife Fidelity NorthStar GIF CAP B: $834.52
Manulife Simplicity Growth Portfolio: $995.62
Maritime Life CI Harbour Seg Fund: $1 156.63
Maritime Life Fidelity True North Seg Fund: $1 206.28
Manulife GIF MLIA B World Invest: $783.49
Great-West – various: $2 189.08 $
Various other mutual funds: $1 206.17
TOTAL: 38 226.37
Social Capital at Desjardins Membership share: $40
Savings + Stocks, units, mutual funds + Tax-
free Savings account + RRSP + Online Income
($119):
$176 294.55
Posts
2 comments:
You don't need more than 15 positions spread over 8 to 10 sectors. Once you buy a recommended stock, what opportunity do you have to be in regular contact with the person that recommended it? If you don't have continuity, don't buy. How else are you going to know how to follow through with a position? Find an advisor.
You're doing awesomely well for a thirty-something. Congratulations. Do you know that Warren Buffet manages $100 billion dollars by investing in only 42 companies? Scientific studies show that for the average investor managing under one million dollars that once you own more than 15 stocks in a diversified portfolio, that your returns start diminishing. Ignore as you wish.
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