My stock portfolio closed the day with a loss of -$6,547.34 (-1.715%). This was expected. It didn’t come as a surprise because I had been keeping an eye on U.S. futures since yesterday’s market close. It’s not that complicated — our beautiful TSX is very much linked to the U.S. market, and we never remain completely independent. But I believe that’s true of all markets worldwide, just at different levels.
My non-registered portfolio closed this Black Thursday session at $153,750.62, my U.S. portfolio at $6,490.75, my RRSP at $86,884.97, and my TFSA at $125,352.42.
I was quite upset this morning because the worst happened: National Bank Direct Brokerage (NBDB) wasn’t allowing users to buy — and probably not even sell — some stocks! I kept trying, and it finally went through, but it was incredibly frustrating, especially at a time when all I wanted to do was buy valuable stocks during the dip.
I tried to take advantage of the downturn by buying a few stocks. The list might look long and impressive, but in most cases, I only invested in a few shares — sometimes even just one! Here's what I bought today:
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Capital Power Corporation (CPX)
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Finning International Inc. (FTT)
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Hamilton Enhanced U.S. Covered Call ETF (HYLD)
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Canadian Natural Resources Limited (CNQ)
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MEG Energy Corp. (MEG)
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Ninepoint Energy Income Fund ETF (NRGI)
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Valeura Energy Inc. (VLE)
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Slate Grocery REIT (SGR.UN)
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Algoma Central Corporation (ALC)
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Fortis Inc. (FTS)
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CT Real Estate Investment Trust (CRT.UN)
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Chemtrade Logistics Income Fund (CHE.UN)
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Brookfield Asset Management Inc. Class A (BAM.A)
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Bank of Nova Scotia (BNS)
From this list, there are three stocks I had never written about or invested in before today:
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MEG Energy Corp. (MEG)
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Valeura Energy Inc. (VLE)
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Slate Grocery REIT (SGR.UN)
This morning, Eric Nuttall was on BNN Bloomberg and mentioned CNQ and MEG as potential good buys — so I followed his lead.
As for VLE and SGR.UN, I found them through Stockopedia (https://app.stockopedia.com/). VLE doesn’t pay a dividend, but I wanted in anyway. SGR.UN, on the other hand, looks like a fantastic find — it’s a solid dividend payer! Today, I was targeting stocks that were going down but still offer reliable dividend yields.
With today’s buys, my monthly dividend income (excluding RRSP) is now at about $928, which I find quite satisfying.
Believe it or not, I still have several thousand dollars left in my RRSP. I plan to invest that gradually. Today was a big day — and there could be more to come. Still, I preferred not to invest everything all at once. I didn’t touch my savings either. Now more than ever, I feel it’s important to have some money put aside. Cash is an important asset. If you lose your job, yes, you’ll receive unemployment insurance, but what if there's a delay in processing due to high demand? On top of that, everything might get more expensive in the coming weeks because of tariffs. It’s hard to tell where inflation is heading, but I’m staying calm.
In my opinion, the best way to get through this is to stay grounded. Invest if you can — and if you can’t, that’s totally fine. If you do invest, even picking up just a few shares is okay. We might be in for a down spiral, so it’s wise to invest little by little.
I’m extremely proud of finding Slate Grocery REIT (SGR.UN) on Stockopedia. It’s not a stock I’d put thousands into, but it’s a great little dividend gem — with a juicy yield of 8.769%! Since it pays in USD, this one is best held in a registered account like a TFSA or RRSP to avoid the withholding tax.
Have you ever heard of a grocery REIT before today? I know I hadn’t! That’s why I’m so thrilled with this pick — it combines the security of the grocery business with the stability of a REIT. GENIUS! I don’t know if other grocery REITs exist, but I’m definitely interested in finding out.
I’ll admit, when the TSX is down like it was today, I’m tempted to invest using margin or dip into my savings. But I always pause and remind myself of a few things:
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Maybe we haven’t hit the bottom yet — that’s the obsessive question that never goes away.
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This correction is different. Trump is... well, Trump.
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Canada is highly dependent on the U.S. economy.
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I could lose my job — no matter how long I’ve been employed.
That’s why I didn’t touch my savings or margin. Impressive self-control. Interest rates are still high, after all.
I’m no longer on X/Twitter, but you can now follow me on Bluesky: https://bsky.app/profile/sunnyjnb.bsky.social
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