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.