The Dividend Girl: January 2023

Tuesday, January 31, 2023

My complete investment portfolio review, from 2008 to 2022

The Toronto Stock Exchange (TSX) ended today's trading session with a strong finish, closing at 20,767.38 points. My personal investment portfolios, including my non-registered, US, RRSP stocks-only, and TFSA portfolios, closed the day with values of $147,346.97, $5,166.98, $64,067.71, and $126,283.65, respectively.

As a seasoned investor since 2008, I've had the opportunity to weather the 2008 stock market crash and come out on top. My investment philosophy is centered around investing in high-quality, conservative stocks that can weather market volatility. An example of such a stock is Richards Packaging Income Fund (RPI.UN), a boring yet solid stock in the industrial sector.

To start 2023 off right, I recently published a comprehensive review of my 14-year investment journey since 2008. In this review, I analyze the returns of each stock in my different portfolios, giving readers the opportunity to benefit from my experience.

My highest return came from my investment in Canadian National Railway Company (CNR), which generated a +304.14% return in my non-registered portfolio. Despite not taking dividends into account, CNR is still a solid stock, one that Bill Gates himself is said to have invested in at one point. As a conservative investor, I hold CNR in both my non-registered and TFSA portfolios, where I have gained +108.37%.

My second-highest gainer is TFI International Inc. (TFII), with a +250.50% return in my TFSA portfolio. I discovered this stock through Stockopedia, as well as other great Canadian stocks such as Richards Packaging Income Fund (RPI.UN), Toromont Industries Ltd. (TIH), and Park Lawn Corporation (PLC) in my RRSP portfolio. Although I recently canceled my annual Stockopedia subscription due to cost constraints, I still plan on re-subscribing for a monthly plan later in the year.

I also registered impressive gains from investments in Methanex Corporation (MX) +217.78%, Enbridge Inc. (ENB) +65.51%, Pembina Pipeline Corporation (PPL) +64.74%, and TC Energy Corporation (TRP) +32.73%. Although I've never invested large sums at once, my portfolio has steadily gained value over time, thanks to my exposure to the oil sector.

Sunday, January 29, 2023

Meet the Canadian ETF with a 14.25% yield: Hamilton Enhanced U.S. Covered Call ETF (HYLD)

The TSX ended last Friday's trading session at 20,700 points, but my current investments are not as favorable as they were on January 17. Consequently, I won't be making any changes to my investment portfolio this weekend. My non-registered portfolio ended last week at $146,962.46, my RRSP stocks-only portfolio at $64,070.80, my TFSA portfolio at $125,725.53, and my US portfolio at $5,132.81. My margin debt stands at over $46,800.

Following the Bank of Canada's recent interest rate hike, National Bank Direct Brokerage also raised their interest rate for margin accounts to a steep 8%. Although this is a challenging rate, I consider my margin debt to be low at less than $50,000. I have decreased my margin usage from over $100,000 in the past, which has helped me feel more in control. I'm not worried about the 8% interest rate since I have been holding margin debt for many years and declaring the interest as financial fees on my taxes.

I currently have over $15,000 in savings, with a goal to reach over $20,000 by the end of May by following a strict budget. I have taken into account all major expenses, including gifts for my father's birthday in February and mother's in March. I plan on giving my father a Tim Horton's gift card and a few lottery tickets. My mother likes skincare products, so I was thinking about the Caudalie The Rich cream as a gift for her.

I recently came across advertisements for Hamilton ETFs, including Hamilton Enhanced U.S. Covered Call ETF (HYLD), which has a high yield of 14.25%. Despite the appealing yield, I generally avoid investments with high dividend yields and this ETF also has heavy exposure to the volatile US technology sector. Additionally, HYLD has limited history, only trading on the TSX since February 2022. However, its performance has followed the S&P 500. I wouldn't invest a large sum in HYLD, but I am comfortable considering a smaller investment for its US exposure. My current US portfolio includes stocks like Berkshire Hathaway Inc., General Mills Inc., Vanguard Russell 1000 Growth Index Fund, and Pfizer Inc.

Tuesday, January 24, 2023

Welcoming an annual dividend income of $12 095.87

The TSX closed the day still in the 20,600 points. Today was what I qualified as being a usual day on the stock market. My non-registered portfolio closed the day at $148,182.58, my US portfolio at $5,122.83 US, my RRSP stocks-only portfolio at $64,434.77, and my TFSA portfolio at $126 533,49. Personally, I like to watch the TSX every business day, and most of the time, I have a look at my investment portfolios almost every day. I like to watch the stock market going, and I like to see where my numbers are at on a day-to-day basis. It's been said that "retail investors" - I actually really dislike that term - that us, so call retail investors, shouldn't take a look at our investment portfolio on a daily basis. That advice is really wrong.

I think it's important for investors, big or small, to follow the stock market. By watching it, you can kind of experience it for yourself a bit more. You never know what to expect, but you have to accept that reality if you want to invest in stocks. By looking at my TFSA portfolio, I just came to the realization today that my investment in Boyd Group Services Inc. (BYD) is doing much better these days, but I am still at a loss of -3.10% when it comes to BYD. Back in the day - don't ask when exactly because I couldn't tell exactly, but back in the day, BYD was a Derek Foster stock. I always like to hold some stocks that he holds inside his own portfolio.

Today, I update my dividend income sheet. It's a simple Excel sheet that I keep updated for my dividend income. Before, I had a little booklet in which I wrote everything, but now, I prefer an Excel sheet. At least the sums being generated by each investment get to be calculated automatically, it simplifies things. My annual dividend income is now almost in the $12,100. I am short by just a few dollars.

Recently, Algonquin Power & Utilities Corp. (AQN) cut its dividend distribution. I own a very small amount of AQN shares in my TFSA portfolio, so this isn't bothering me too much. I bought AQN because it's a Derek Foster stock.

Today, both Metro Inc. (MRU) and Canadian National Railway Co (CNR) came with some very good news for their investors. Both companies increased their dividend distribution and guess what, I hold to both MRU and CNR in my investment portfolio. That helped me to push me closer to the $12,100 annual dividend income. Canadian National Railway Co (CNR) is one of my major holders. I built my portfolio on high-quality stocks like CNR and MRU. This is why I have that amazing chart.

While investing, it's important to pick high-quality stock instead of investing massively in very high dividend stock payers like Algonquin Power & Utilities Corp. (AQN). Stocks like AQN that pay too high dividend yield are tempted to decrease their dividend income for whatever reason, whenever, and when such companies do so, the value of their stock drop. I don't mind being adventurous from time to time with stocks like AQN, but you should never consider too high dividend stocks as major holdings for your portfolio. That's my opinion and only mine to share.

Sunday, January 22, 2023

See the Dividend Girl chart for yourself

From January 9 to 17, I just kept publishing portfolio updates after portfolio updates, happily welcoming nice gains every single day during that period. But now, the party is over. It was just a matter of time. This period was just a super weird one. It simply just doesn't make any sense at all. It's because of those types of events and so many others that I stopped even trying to understand the stock market. It's what works best for me, ignorance. And the willingness to keep it that way.

The TSX closed this past Friday's session with a good 20,503.21 points. My non-registered portfolio closed the session at $148,793.61, my US portfolio at $5,124.66 US, my RRSP stocks-only portfolio at $64,175.20, and my TFSA portfolio at $125,777.06.

I am not very active on social media. I already spend a lot of time in front of my laptop for my job and add to this, my blog and not to forget, my investment portfolio... At the end of the day, it makes a lot of time to spend online. However, I cannot help it, when I began to notice that I was receiving some traffic coming from Twitter, so I need to check it out.

And this is what I find, over here:

Here's a closer look at this wonderful, super amazing chart of mine!

I appreciate seeing my historic like this. During all those years, I think what really help to boost the value of my net worth is the fact that I always invested during the TSX downturns. When well invested, a little amount of money invested can go a very long way.

Tuesday, January 17, 2023

Making 2023 the year for a $20,000 in savings

It's now official, I am back in the $361,000 net worth! I am really only missing a few dollars before hitting back my highest net worth value ever, $361,442.42. This is quite fascinating because the TSX just keeps on going. Day after day, the TSX closed on a few more gains after a few more gains. It's somewhat obvious that this is not going to stay this way for very long. Major businesses announced lately some layoffs. It's been said that Microsoft is getting ready to announce some massive layoffs.

In my investment portfolio update posts, what I design under the name of "cold cash" at the beginning of each little report is the actual amount of money that I have in savings. I will be in New Brunswick until probably the month of April or May. Currently, I have over $13,000 in savings. I had planned to reach the $20,000 by the end of May. But in order to do so I need to remain very calm with my spending. I can make it for the month of May, but it will take all that I can, including the dividend distribution earned inside my TFSA for the period of January to May. It won't be an easy task.

Talking dividends, today I received some nice dividend distributions coming from BCE.

Time like we are living right now, with a stock market accumulating gain, for now, several days, while we are still actively fighting against inflation and, at the same time, major businesses across the US are announcing massive layoffs, I mean all of this doesn't make any sense. One major problem is that the TSX is exceeding the 20,000 and is fast driving over the 20,500 points while everything from the outside seems to be chaotic.

I began to invest in stocks shortly before the 2008 stock market crash so I can say that I can deal with market volatility, but one thing is for sure, I will be careful with my money and my spending in the months to come - more than I ever did before. While the TSX had been experiencing gains for several days in a row, I am not looking forward to investing in stocks. I really don't feel like investing in anything right now and this is quite a new feeling for me, not to me on the hype to find some new stocks to invest in, or in anything really.

I am taking this opportunity to save as much as I can and build up my savings. I never had too much in savings because I always invested what I had at my disposal. Now that I am getting a bit older, I want to be a smart girl. A $20,000 in savings is reachable and I am looking forward to it.

My investment portfolio on date of January 17, 2023

Cold cash: $13,606.79

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)
Loblaw Companies (L)
Savaria Corporation (SIS)
WSP Global Inc. (WSP)
George Weston Limited (WN)
Power Corporation of Canada Subordinate Voting Shares (POW)
BCE Inc. (BCE)
Canadian Imperial Bank Of Commerce (CM)
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
TOTAL: $149,366,91

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)
TOTAL: $5,304.57 US: $7,119.26 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)
Park Lawn Corporation (PLC)
Toromont Industries Ltd (TIH)
BCE Inc. (BCE)
Boralex Inc. Class A Shares (BLX)
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)
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)
Stelco Holdings Inc. (STLC)
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)
TOTAL: $126,395.52

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)
AirBoss of America Corp. (BOS)
Suncor Energy Inc. (SU)
Pender Growth Fund Inc. (PTF)
Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
ATS Automation Tooling Systems Inc. (ATA)
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)
North West Company Inc. (The) (NWC)
Wajax Corporation (WJX)
Canadian Imperial Bank Of Commerce (CM)

Total: $64,748.72

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,411.90

Others: $1,159.90

NBI Income Fund: $1,248.19

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: $8 298,72

Other various: $32,177.19

TOTAL: $111,044.62

Social Capital at Desjardins Membership share: $35
Online money: $38.77
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
TOTAL: $407,606.87
On the date January 17, 2023

Historic of my Total assets and Net worth values on date of January 17, 2023

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 - My highest net worth value EVER!!!

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 debt situation on date of January 17, 2023

Margin account debt: $46,563.59 @ 7.75%

Annual interest: $3,608.68

On the date January 17, 2023

**For a complete update regarding my debt, click on the label "Debt situation" located in the right column of this blog.

Monday, January 16, 2023

Welcoming a net worth of $359,060.31 while the JFT Strategies Fund Class A Units (JFS.UN) closed at its highest value EVER!

The TSX closed today's session with a +0.15 gain, at 20,390.33 points. My stocks portfolio gain +0.212%, +$623.64. Since that $623.64 is more than what I earn in one day at work, I decided to update - once again - my portfolio who's very awesome, these days... I closed the day on $405,708.89 in assets, with a net worth of $359,060.31. Personally, I just want to hit on the $361,000 net worth at least one more time and I will be happy about that. I don't think we are in anytime soon for stable gain. That's why I am enjoying so much my investment portfolio updates these days.

These days, the JFT Strategies Fund Class A Units (JFS.UN) had reached the $25 per unit value for the first time. Today, JFS.UN closed the session at its highest value ever, $25.11, which is its 52 Week Range highest value, and it's probably its highest value too.

Historic of my Total assets and Net worth values on date of January 16, 2023