Testing Stockopedia (Successfully) and Celebrating a $459,983.13 Net Worth!

What a great way to kick off the first trading week of the year! As I watched the TSX close this past Friday's session at an impressive 25,073.54 points, I knew it was time to update my investment portfolio—and I did just that. My net worth has nearly reached 460k, closing Friday's session at $459,983.13. Thanks to some dividends rolling in through DRIP, my dividend income now stands at $910, excluding the dividends earned within my RRSP portfolio.

At the moment, none of my stocks are involved in National Bank Direct Brokerage’s Fully-Paid Securities Lending Program. Some of my stocks had been active in the program over the past two weeks, ever since I paid off my margin debt. I'm eager to see how much money I earned from it. It probably won’t be much—maybe just enough for a medium coffee at Tim Hortons?

Since October, I've been in New Brunswick. Lately, I’ve been craving a really good espresso with hot milk. While there are coffee shops nearby, they’re not within walking distance, and the ones I’ve visited so far don’t seem to understand the concept of a proper espresso with hot milk. I love it when my espresso has a creamy texture, just like this:

Back in October, my espresso perfectly matched my brand-new wallet.

Lately, the weather has been unusual. We experienced some rain, but now winter is back in full force. Over the past couple of days, we’ve been dealing with feels-like temperatures of -20°C. Despite the cold, the scenery remains beautiful.

This winter is the perfect time to spend browsing Stockopedia. I’ve been using Stockopedia for a few years now and renewed my subscription this past November. Since then, I’ve been enjoying exploring Stockopedia's screens and all the features they offer.

In a recent post on her blog, Susan Brunner announced that she had invested in 100 shares of Propel Holdings Inc. (PRL). She warned her readers that PRL is a risky pick. Naturally, I was curious to find out Stockopedia's opinion on the subject. Stockopedia has a ranking system for stocks called StockRank™, which is based on three metrics: Quality, Value, and Momentum. While I won’t reveal Propel Holdings Inc.'s (PRL) overall StockRank, I can share that its Value score is below 50 (the rankings range from 1 to 100, with 100 being the best score). However, I will disclose another interesting detail: Propel Holdings Inc. (PRL) appears in Stockopedia's screen titled "James Montier 'Unholy Trinity' Screen."

James Montier is a well-known financial expert, author, and behavioral economist. He is particularly recognized for his work in value investing, behavioral finance, and market psychology. Montier has written extensively on topics such as the psychology of investing, the pitfalls of emotional decision-making, and strategies for long-term investment success. He has been a member of the asset allocation team at GMO, an investment management firm known for its research-driven approach. Before joining GMO, he worked at Dresdner Kleinwort and Société Générale, focusing on equity strategy and global research.

I don’t know if you’re familiar with the name Jérôme Kerviel, but I’d be quite curious to find out if Montier and Kerviel ever worked together at Société Générale or if they happened to know each other casually. In the movie L'Outsider, based on Kerviel's story, the actor playing the role of Kerviel’s supervisor at the Société Générale, François-Xavier Demaison, kind of reminds me of James Montier...

One of the reasons the presence of Propel Holdings Inc. (PRL) in the "James Montier 'Unholy Trinity' Screen" is significant regarding Susan Brunner's opinion on the stock is that this specific Stockopedia screen highlights stocks investors should generally avoid. Essentially, Stockopedia passed the test with flying colors! When Susan Brunner says PRL is a risky pick, believe her—it truly is. Strangely enough, Propel Holdings Inc. (PRL) has a very strong overall stock chart. 

Normally, this type of chart is exactly what I consider a positive signal. To the moon, baby:

However, my interest stops right here. With Donald Trump set to return as the U.S. President, the TSX could face challenging times, and I prefer to avoid unnecessary risks. So, no Propel Holdings Inc. (PRL) stocks for me.

I recently posted a review of the top-performing stocks in my portfolio. Here are my top performers:

Loblaw Companies (L): +424.43%

FI International Inc. (TFII): +399.35%
WSP Global Inc. (WSP): +397.03%
Methanex Corporation (MX): +342.63%
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM): +282.21%

WSP Global Inc. (WSP): +271.94%

Canadian National Railway Co (CNR): +272.33%
TMX Group Inc. (X): +255.70%
Berkshire Hathaway Inc. (BRK.B): +213.78%
Brookfield Infrastructure Partners L.P. (BIP.UN): +214.97%
Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A): +181.41%

I recently invested in a few stocks I discovered through Stockopedia. None of these stocks, by the way, appear in the "James Montier 'Unholy Trinity' Screen":

• Kraken Robotics Inc. (PNG): +9.49%
• Stantec Inc. (STN): +7.64%
• Keyera Corp. (KEY): +5.65%
• ADENTRA Inc. (ADEN): +3.36%
• Dynacor Group Inc. (DNG): +0.34%

I currently have over $13,000 in cash sitting in my RRSP portfolio, waiting to be invested. However, I am in no rush to deploy it.

My Top Stock Performers as of January 3, 2025

Stocks and Units investment portfolio $CAN 

Loblaw Companies (L): +424.43%

WSP Global Inc. (WSP): +397.03%

Methanex Corporation (MX): +342.63%

TMX Group Inc. (X): +255.70%

Canadian National Railway Co (CNR): +272.33%

Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM): +208.91%

George Weston Limited (WN): +175.20%

Fortis Inc. (FTS): +91.15%

Savaria Corporation (SIS): +95.52%

National Bank of Canada (NA): +90.20%

South Bow Corporation (SOBO): +85.53%

(TRP): +84.82%

K-Bro Linen Inc. (KBL): +82.80%

Enbridge Inc. (ENB): +81.26%

Canadian Imperial Bank Of Commerce (CM): +80.22%

Pembina Pipeline Corporation (PPL): +78.27%

Power Corporation of Canada Subordinate Voting Shares (POW): +73.89%

Royal Bank of Canada (RY): +60.22%

Alaris Equity Partners Income Trust (AD.UN): +19.27%

New Flyer Industries Inc. (NFI): +11.90%

iShares S&P/TSX Capped REIT Index (XRE): +6.85%

Stocks and Units investment portfolio $US:

Berkshire Hathaway Inc. (BRK.B): +213.78%

Vanguard Russell 1000 Growth Index Fund (VONG): +47.01%

General Mills Inc. (GIS): +38.75%

Tax-free savings account (TFSA):

TFI International Inc. (TFII): +399.35%

Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM): +282.21%

WSP Global Inc. (WSP): +271.94%

Brookfield Infrastructure Partners L.P. (BIP.UN): +214.97%

Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A): +181.41%

Toromont Industries Ltd (TIH): +140.87%

(BN): +111.60%

Purpose Bitcoin ETF CAD ETF non-currency hedged units (BTCC.B): +94.10%

Suncor Energy Inc. (SU): +93.28%

Canadian National Railway Co (CNR): +91.97%

TMX Group Limited (X): +87.15%

Alimentation Couche-Tard Inc. (ATD): +75.74%

Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC): +69.55%

Canadian Imperial Bank Of Commerce (CM): +63.48%

CGI Inc. (GIB.A): +62.37%

Calian Group Ltd. (CGY): +59.14%

Metro Inc. (MRU): +55.23%

CT Real Estate Investment Trust (CRT.UN): +54.64%

Canadian Apartment Properties Real Estate Investment Trust (CAR.UN): +54.73%

North West Company Inc. (The) (NWC): +46.52%

Aecon Group Inc. (ARE): +44.41%

Brookfield Renewable Energy Partners L.P. (BEP.UN): +44.41%

Chemtrade Logistics Income Fund (CHE.UN): +40.91%

Total Energy Services Inc. (TOT): +37.60%

Cargojet Inc. (CJT): +36.42%

National Bank of Canada (NA): +35.82%

Toronto-Dominion Bank (TD): +34.20%

Exchange Income Corporation (EIF): +32.38%

Alaris Equity Partners Income Trust (AD.UN): +30.47%

Pembina Pipeline Corporation (PPL): +28.74%

Granite Real Estate Investment Trust (GRT.UN): +27.03%

Boralex Inc. Class A Shares (BLX): +26.55%

Power Corporation of Canada Subordinate Voting Shares (POW): +24.70%

Hamilton Enhanced U.S. Covered Call ETF (HYLD): +22.57%

Goodfellow Inc. (GDL): +20.88%

Bank of Nova Scotia (BNS): +20.51%

Empire Company Limited Non-Voting Class A Shares (EMP.A): +19.35%

3iQ CoinShares Ether ETF (ETHQ): +13.28%

Canadian Utilities Limited (CU): +12.82%

Whitecap Resources Inc. (WCP): +10.03%

ATCO Ltd. (ACO.Y): +10.14%

Emera Inc. (EMA): +11.36%

Kraken Robotics Inc. (PNG): +9.49%

Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC): +7.97%

Nutrien Ltd. (NTR): +5.37%

Fortis Inc. (FTS): +3.32%

RSP investment portfolio: 

Thomson Reuters Corporation (TRI): +368.79%

Savaria Corporation (SIS): +149%

CGI Group Inc. Class A Subordinate Voting Shares (GIB.A): +132.91%

Royal Bank of Canada (RY): +120.62%

Brookfield Renewable Partners L.P. (BEP.UN): +115.80%

Toromont Industries Ltd (TIH): +78.02%

Leon's Furniture Limited (LNF): +65.21%

Ivanhoe Mines Ltd. (IVN): +63.57%

Emera Incorporated (EMA): +60.08%

CAE Inc. (CAE): +56.66%

Capital Power Corporation (CPX): +56.32%

Canadian Imperial Bank Of Commerce (CM): +52.88%

Richards Packaging Income Fund (RPI.UN): +48.51%

iA Financial Corporation Inc. (IAG): +46.45%

Suncor Energy Inc. (SU): +44.83%

North West Company Inc. (The) (NWC): +40.48%

Canadian Western Bank (CWB): +39.75%

Taiga Building Products Ltd. (TBL): +39.63%

Sprott Physical Gold Trust (PHYS): +37.89%

TMX Group Limited (X): +36.70%

National Bank of Canada (NA): +34.10%

Topaz Energy Corp. (TPZ): +27.30%

Toronto-Dominion Bank (TD): +27.01%

Boralex Inc. Class A Shares (BLX): +26.88%

Alaris Equity Partners Income Trust (AD.UN): +25.44%

Quebecor Inc. (QBR.B): +25.19%

ARC Resources Ltd. (ARX): +19.58%

Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A): +15.78%

Guardian Capital Group Limited (GCG): +11.63%

Power Corporation of Canada Subordinate Voting Shares (POW): +11.43%

Hamilton Enhanced U.S. Covered Call ETF (HYLD): +10.92%

Finning International Inc. (FTT): +10.23%

Stantec Inc. (STN): +7.64%

Canadian Natural Resources Limited (CNQ): +5.87%

Keyera Corp. (KEY): +5.65%

Telus Corp (T): +4.86%

Bank of Nova Scotia (BNS): +4.59%

Calian Group Ltd. (CGY): +4.30%

Information Services Corporation Class A Limited Voting Shares (ISC): +4.11%

Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC): +3.58%

ADENTRA Inc. (ADEN): +3.36%

Pembina Pipeline Corporation (PPL): +1.44%

Morguard North American Residential Real Estate Investment Trust (MRG.UN): +0.63%

Alimentation Couche-Tard Inc. (ATD): +0.47%

Dynacor Group Inc. (DNG): +0.34%

Historic of my Total assets and Net worth values on date of January 3, 2025

2025

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 - My highest net worth ever!

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 January 3, 2025

Savings: $1,008.48

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.A)

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)

TOTAL: $153,575.26

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: $5,992.00 CAN: $8,638.07 US

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)

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)

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)

TOTAL: $140,085.28

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)

Bank of Nova Scotia (BNS)

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)

Total: $84,862.66

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,957.83

Others: $1,159.90

NBI Income Fund: $1,335.30

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: $10,183.52

Other various: $55,132.75

TOTAL: $156,632.16

Social Capital at Desjardins Membership share: $35

Online money: $8.88

Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:

TOTAL: $459,983.13

On date of January 3, 2025