Cold cash: $6,216.38
Stocks and Units investment portfolio $CAN
Bank of Nova Scotia (BNS)
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)
Canadian National Railway Co (CNR)
Enbridge Inc. (ENB)
Emera Inc. (EMA)
Saputo Inc. (SAP)
Loblaw Companies (L)
Savaria Corporation (SIS)
WSP Global Inc. (WSP)
George Weston Limited (WN)
Power Corporation of Canada Subordinate Voting Shares (POW)
TOTAL: $122,273.26
Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B)
General Mills Inc. (GIS)
Cash: $81.06
TOTAL: $4,133.30 US: $5,176.96 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)
Morneau Shepell Inc. (MSI)
Royal Bank of Canada (RY)
Park Lawn Corporation (PLC)
Toromont Industries Ltd (TIH)
BCE Inc. (BCE)
Boralex Inc. Class A Shares (BLX)
Richelieu Hardware Ltd. (RCH)
Savaria Corporation (SIS)
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)
TFI International Inc. (TFII)
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.A)
Metro Inc. (MRU)
Alimentation Couche-Tard Inc. (ATD.A)
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)
JFT Strategies Fund Class A Units (JFS.UN)
Aphria Inc. (APH)
Bitcoin Fund The Class A units (QBTC)
Purpose Bitcoin ETF CAD ETF non-currency hedged units (BTCC.B)
Cash: $418.07
TOTAL: $116,887.58
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)
Park Lawn Corporation (PLC)
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)
Logistec Corporation Class B Subordinate Voting Shares (LGT.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)
Cash: $340.30
Total: $57,567.40
CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,387.16
Energy and Base Metals Term Savings (Indexed term savings): $577.30
Natural Resources Term Savings (Indexed term savings): $502.45
NBI Income Fund: $1,362.79
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: $8,376.86
Other various: $21,936.06
TOTAL: $93,710.02
Social Capital at Desjardins Membership share: $35
Online money: $27.19
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
$344,326.39
On the date of April 9, 2021
What is all that stuff outside of your non registered tfsa and rrsp. Seems like quite a large amount of portfolio anyways. Just wondering. 💱💲
ReplyDeleteI had been investing for many years ow, I started investing shortly before the 2008 stock crash. When I first start investing, I began investing in my non-registered portfolio. Currently, my non-registered portfolio value is of $122,273.26.
ReplyDeleteThis is all in your rsp? work pensions or something??
ReplyDeleteCIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,387.16
Energy and Base Metals Term Savings (Indexed term savings): $577.30
Natural Resources Term Savings (Indexed term savings): $502.45
NBI Income Fund: $1,362.79
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: $8,376.86
Other various: $21,936.06
I don't have a pension plan, but my employer contribute a few percent in RRSP mutual funds.
ReplyDeleteYou are missing a part for my RRSP portfolio, here is what I hold inside my RRSP :
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)
Park Lawn Corporation (PLC)
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)
Logistec Corporation Class B Subordinate Voting Shares (LGT.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)
Cash: $340.30
Total: $57,567.40
CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,387.16
Energy and Base Metals Term Savings (Indexed term savings): $577.30
Natural Resources Term Savings (Indexed term savings): $502.45
NBI Income Fund: $1,362.79
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: $8,376.86
Other various: $21,936.06
TOTAL: $93,710.02
that's a lot of holdings in your TFSA....do you hold like 1 or 2 shares of each? would that be costly to trade? congrats on the NW increase!
ReplyDeleteThanks :)
ReplyDeleteSince I already disclose a lot of info on my blog, I prefer not to provide the amount of shares for each investment I own. However, its much more than 1 or 2 shares per investment. I usually invest by block of 1k, 2k, sometimes a bit more, and sometimes a bit less. I had bough shares for an amount of $500 a couple of times. My whole portfolio is a mix of small and medium amount of money that I invested overtime since 2008 for what concern stocks.
Before, I used to display the amount for each and single investments I own, but it took me forever to publish portfolio updates on my blog and for the past couple portfolio updates, I only put an amount per portfolio.
You can access to my all of my past portfolio updates here:
http://www.myfirst50000.com/search/label/Investment%20portfolio
The last time that I put all of the amount for each and single investments appear to be back on December 31, 2020:
http://www.myfirst50000.com/2020/12/my-investment-portfolio-on-date-of_31.html
You can take a look there to see that I don't buy only one or 2 shares per investment. I have nothing against if you begin a portfolio, but I prefer to invest by pieces of $500, 1k, 2k or a bit higher per investment when ever I can afford to do so.
thanks so much Sunny. It's great to see your progress.
ReplyDeleteI struggle between holding too many different shares versus more with just a fewer number. Sometimes you don't get enough of a dividend to drip or I feel I am too diversified.
:-)
ReplyDeleteI understand your problem.
No matter how much you invest each times, you need to stay diversify in different sectors and in different companies, its been a key to my success on the learn run. I had invested different amount, usually between $500 to $2,000 in different stocks for close to 15 years now, and today I am close to the 300k. You can do the same, and even exceed me. Personally, I like to investment in different companies. On the stock market, you never know what can happen, its better to be diversify.
I didn't build my portfolio in one day, you can do small investments, of $500 to 2k when you have the chance. While saving your money, keep an eyes on the market and watch closely the stock that you want to invest in, search on it. See what bloggers say about it, etc. That way, you'll have a better sense of the stock you want. You can also write down a list of stocks you want to invest and invest in those stocks overtime.
I think what I am trying to say is that your portfolio won't be build overnight, but over time. Enjoy that time. Before, I always have investment dreams, but now that my portfolio is almost perfection, I don't have really a list of stocks that I want to invest in or investment dreams.
Take time to observe, to feel your investments, no need to rush anything. You can invest a bit right now on stocks, but right now, stocks are not cheap, the TSX is at its highest. Now is time to save money, and make your big moves in quality asset later on when price will drop. I invest in many stocks that I still hold today following the 2008 stock crash. Its partly why I now have close to $300k despite only investing small investments. Timing is important, as well as diversification.
I hope all this will help you.
Thank you so much for doing what you do!
ReplyDeleteI look forward to learning more from you.