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Wednesday, November 11, 2020

My investment portfolio on date of November 11, 2020

 Cold cash: $1,552.54

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)
BCE Inc. (BCE)
Saputo Inc. (SAP)
Loblaw Companies (L)
Savaria Corporation (SIS)
WSP Global Inc. (WSP)
Aphria Inc. (APH)
George Weston Limited (WN)
Telus Corp (T)
Power Corporation of Canada Subordinate Voting Shares (POW)
TOTAL: $108,894.40

Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B)
General Mills Inc. (GIS)
TOTAL: $3,801.51 USD: $4,994.42 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)
JFT Strategies Fund Class A Units (JFS.UN)

TOTAL: $95,874.79 

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)

Total: $51,282.20

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,100.32

Energy and Base Metals Term Savings (Indexed term savings): $577.30
Natural Resources Term Savings (Indexed term savings): $502.45

NBI Income Fund: $1,405.25

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: 7,505.50

Other various: $18,729.75

TOTAL: $83,102.77

Social Capital at Desjardins Membership share: $35
Online money: $61.25
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
$294,514.87

On the date of November 11, 2020 

Tuesday, November 10, 2020

Welcoming a net worth of $243,802.59

As you may have seen, I have updated my super great investment portfolio yesterday. I was really please with the result. However, I wasn't able to update the part concerning the Manuvie investments that I hold in my RRSP portfolio because I wasn't able to access their platform yesterday, despite trying a couple of times, so I just used the same number that I had in my August 17 portfolio update. For that reason, my net value was probably a bit higher than $240 433.32 yesterday.


And today, since the TSX decided to close the day at a beautiful 16,615.37 points, I decided to update again my investment portfolio. Today version is a short cut version because updating my portfolio is always a long job, since I hold so many stocks. I just copy and paste the entire value of my non-registered, TSFA and RRSP stocks only portfolios - instead of putting the value for each and single stock. This is the first time that I am publishing a short cut version of my portfolio and I may use again the same template "short cut" in the future.


At now $243,802.59, my portfolio gains +$3,369.27 between yesterday and today. The 250k is now not that far away, but it's nothing to impress me. I had reached 250k in net worth in the past. The first time that I reached that amount as the net worth was back in January of this year. Just a few months ago, in February, I was on my highest net worth value EVER: $257,187.44. I probably won't be able to hit back that same value by the end of 2020, but I have all my chances to hit on the $300,000 - maybe.

My investment portfolio on date of November 10, 2020

Cold cash: $1,552.54

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)
BCE Inc. (BCE)
Saputo Inc. (SAP)
Loblaw Companies (L)
Savaria Corporation (SIS)
WSP Global Inc. (WSP)
Aphria Inc. (APH)
George Weston Limited (WN)
Telus Corp (T)
Power Corporation of Canada Subordinate Voting Shares (POW)
TOTAL: $107,744.58

Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B)
General Mills Inc. (GIS)
TOTAL: $3,708.59 USD: $4 874.94 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)
JFT Strategies Fund Class A Units (JFS.UN)

TOTAL: $94,394.07

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)

Total: $50,770.57

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: 
$3,086.35

Energy and Base Metals Term Savings (Indexed term savings): $577.30
Natural Resources Term Savings (Indexed term savings): $502.45

NBI Income Fund: $1,406.76

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: $7,485.29

Other various: $18,681.30

TOTAL: $82,510.02

Social Capital at Desjardins Membership share: $35
Online money: $61.25
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
$291,172.40

On the date of November 10, 2020 

Monday, November 9, 2020

My investment portfolio on date of November 9, 2020

 Cold cash: $1,552.54

Stocks and Units investment portfolio $CAN
Bank of Nova Scotia (BNS): $11,059.30
Methanex Corporation (MX): $4,913.10
Fortis Inc. (FTS): $7,075.90
Pembina Pipeline Corporation (PPL): $22,159.80
iShares S&P/TSX Capped REIT Index (XRE): $2,435.05
New Flyer Industries Inc. (NFI): $1,980.12
TMX Group Inc. (X): $1,032.00
K-Bro Linen Inc. (KBL): $3,352.00
TransCanada Corp (TRP): $1,334.75
Canadian National Railway Co (CNR): $12,641.40
Enbridge Inc. (ENB): $13,467.48
Emera Inc. (EMA): $1,394.25
BCE Inc. (BCE): $1,206.04
Saputo Inc. (SAP): $1,354.80
Loblaw Companies (L): $792.00
Savaria Corporation (SIS): $7,588.14
WSP Global Inc. (WSP): $4,503.00
Aphria Inc. (APH): $1,440.00
George Weston Limited (WN): $99.01
Telus Corp (T): $2,210.76
Power Corporation of Canada Subordinate Voting Shares (POW): $2,515.28
TOTAL: $104,554.70

Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B): $1,772.92
General Mills Inc. (GIS): $1,868.48
Cash: $67.19
TOTAL: $3,708.59 USD: $4 916,48 CAN
 
Tax-free savings account (TFSA):
Dumont Nickel Inc. (DNI): $12.92
CT Real Estate Investment Trust (CRT.UN): $1,445.00
Canadian National Railway Co (CNR): $5,618.40
Exchange Income Corporation (EIF): $35.51
Brookfield Infrastructure Partners L.P. (BIP.UN): $4,398.92
Brookfield Renewable Energy Partners L.P. (BEP.UN): $2,333.70
Andrew Peller Limited (ADW.A): $1,850.72
Toronto-Dominion Bank (TD): $1,257.80
Boyd Group Services Inc. (BYD): $6,083.70
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN): $3,311.70
Data Communications Mgmt (DCM): $1.41
Morneau Shepell Inc. (MSI): $2,505.60
Royal Bank of Canada (RY): $6,348.55
Park Lawn Corporation (PLC): $1,736.40
Toromont Industries Ltd (TIH): $3,433.20
BCE Inc. (BCE): $493.38
Boralex Inc. Class A Shares (BLX): $1,579.20
Richelieu Hardware Ltd. (RCH):
Savaria Corporation (SIS): $994.70
Northland Power Inc. (NPI): $4,410.00
Calian Group Ltd. (CGY): $4,815.92
Canadian Utilities Limited (CU): $1,316.70
WSP Global Inc. (WSP): $2,251.50
Granite Real Estate Investment Trust (GRT.UN): $762.20
Cargojet Inc. (CJT): $6,098.12
Nutrien Ltd. (NTR): $2,663.00
TFI International Inc. (TFII): $5,023.20
Canadian Imperial Bank Of Commerce (CM): $3,064.80
SIR Royalty Income Fund (SRV.UN): $160.72
ATCO Ltd. (ACO.Y): $2,477.40
Aecon Group Inc. (ARE): $1,602.68
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A): $2,661.90
Metro Inc. (MRU): $2,386.40
Alimentation Couche-Tard Inc. (ATD.A): $544.44
Fortis Inc. (FTS): $1,905.05
CGI Inc. (GIB.A): $1,811.80
TMX Group Limited (X): $3,225.00
Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC): $588.98
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC):   $663.25
Suncor Energy Inc. (SU): $323.85
Rogers Communications Inc. (RCI.B): $1,710.00
JFT Strategies Fund Class A Units (JFS.UN): $507.50
Cash: $84.60

TOTAL: $94,499.82

RSP investment portfolio: 
Emera Incorporated (EMA): $16,731.00
Ovintiv Inc. (OVV): $305.97
Toronto-Dominion Bank (TD): $1,886.70
Telus Corp (T): $2,475.09
Royal Bank of Canada (RY): $1,953.40
Savaria Corporation (SIS): $2,870.42
Thomson Reuters Corporation (TRI): $3,948.12
Park Lawn Corporation (PLC): $5,788.00
Richards Packaging Income Fund (RPI.UN): $2,705.67
Toromont Industries Ltd (TIH): $600.81
CAE Inc. (CAE): $1,953.00
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A): $3,170.65
Boralex Inc. Class A Shares (BLX): $1,974.00
Quebecor Inc. (QBR.B): $827.75
Logistec Corporation Class B Subordinate Voting Shares (LGT.B): $236.25
Brookfield Renewable Partners L.P. (BEP.UN): $1,478.01
Leon's Furniture Limited (LNF): $627.30
Bank of Nova Scotia (BNS): $358.68
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC): $379.00
Cascades Inc. (CAS): $483.12
Cash: $53.08

Total: $50,806.02

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,049.65

Energy and Base Metals Term Savings (Indexed term savings): $577.30
Natural Resources Term Savings (Indexed term savings): $502.45

NBI Income Fund: $1,412.80

Manulife Fidelity NorthStar GIF CAP: $1 768,54
Manulife Simplicity Growth Portfolio: $1 328,69
Maritime Life CI Harbour Seg Fund: $1 500,21
Maritime Life Fidelity True North Seg Fund: $1 312,05
Manulife GIF MLIA B World Invest: $1 339,72
Total: $7,249.21

Other various: $18,585.91
TOTAL: $82,183.34

Social Capital at Desjardins Membership share: $35
Online money: $61.25
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
$287,803.13

On the date of November 9, 2020 

My debt situation on date of November 9, 2020

Margin account: $47,369.81 @ 4%

Annual interest: $1,894.80


On the date of November 9, 2020

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

Sunday, November 8, 2020

Some good stuff going on for Aphria Inc. (APH) (finally!)

I first bought Aphria Inc. (APH) way back just to trade it. I first bought and sell quickly to make a little profit. I should have stopped there, but I decided to reinvest again in APH. Since that time, Aphria Inc. (APH) shares value had dropped, and ever since, I had been stuck with APH in my non-registered portfolio. However, there's hope ahead for Aphria Inc. (APH). Last week, APH announced the acquisition in the US of SweetWater Brewing Company, an independent craft brewer. Let's hope that this acquisition will have a positive impact on APH. 

This past Friday session, my non-registered portfolio closed on $99,731.20, my TFSA portfolio at $93,574.21 and my RRSP portfolio at $49,888.14. Currently, my non-registered portfolio almost worth as much as my TFSA portfolio, but that won't last for long. Tomorrow, all flashers are saying that stock markets are going to open on a higher value, so we'll have to look and see. I may have all my chances to hit on the magic 300k in 2021.

I am slowly beginning the talk with my old folks - meaning that I won't be with them for Christmas. The Quebec-New Brunswick border is currently close and it will probably remain close in December. I really hope that the border will remain close until a vaccine that actually works is being found and distribute among the population. Personally, I prefer things that way. If I would have to go home in New Brunswick, I probably would have to take the plane to Moncton, isolate there for 15 days, and only after that, take a bus home, if there's any, but Maritime Bus seems to be up and running. I won't involve myself in such problems, especially during winter, no thank you. That's the plan if I have no choice.

Inside my RRSP portfolio, I have a little investment in CAE Inc. (CAE). Big or small, all of my investments are important in my portfolios. Surprisingly, I am on a gain of +4.84 on CAE. Recently, Quebec province announces an investment of 30 million in CAE Inc. (CAE). Following a difficult period, there's hope ahead for CAE.

Thursday, November 5, 2020

The TSX is back in the 16 000 points!

Just a few days ago, on October 28, the TSX was hitting below the 16 000 points, and now, just a few days later, luckily enough, the TSX is making its comeback in the 16 000 points...


The TSX closed the day on a great 16,298.17 points. In the circumstances, it something hard to understand. The stock market is sometimes in a contrarian mode. Which mean: when, while thinking in term of pure logic, the current stock market gains doesn't make any sense. That's what mean for me being contrarian. It's really important while investing. That way, you'll remain more calm during chaos. It took me years and years to become insensible.


On that happy note, my non-registered portfolio closed today session at $101,667.79, my TFSA portfolio at $94,058.29 and my RRSP portfolio, stocks only, at $49,902.46. I currently suspect my net worth to be in the $235,000. I won't update my portfolio now, I will wait for the weekend, and hope for more gains for tomorrow. I certainly have all my chances to close the year with a net worth of at least $240,000, and maybe even at $250,000. 2021 may be the year when I finally reach the majestic 300k net worth.


I don't like this idea, but I am thinking about making a small contribution for my RRSP. Because of the pandemic, I did some overtime at work, but that increase my gross income and now, to make sure that I don't have to pay too much back in taxes. I am thinking about making a $1,000 contribution to my RRSP. I didn't place any contribution to my RRSP - despite the one I have at work - since many many years now. I will wait until the end of the year to do so.


My upcoming paycheck will quietly stay in my saving account as I am desperately trying to build up my saving. I don't have any savings anymore because I used the money to pay down my margin. I came with that list of stocks as possible future investment, but I am not turn on my any of those stocks for the present moment. 

Wednesday, November 4, 2020

My best Canadian stock investment is: Richards Packaging Income Fund (RPI.UN) with a +282.68% amazing gains!!!

It's been crazy last night. I went to bed with the TV on, I was hoping to at least catch the name of the new US President in my sleep... Before I went to bed I try to concentrate and figure out who was going to win this election and I went with Biden, but within a tight fight. Sleeping with the TV on disturbing my sleep, and I closed it when it passes midnight. When I wake up this morning, I wasn't feeling well and had a headache. I just wonder how bad those Americans felt after hearing Trump screaming: STOP COUNTING THE VOTES in Pennsylvania! For myself, luckily enough, a quick walk outside resolved my problems. That bad night didn't worth the effort, as no official winner had been declared, even so far. This is quite a long and slow process. It's quite unbelievable that one of the riches' countries of the world cannot say, on election day, who's its President. That fact alone speaks quite loud for itself. Those poor Americans are dealing with more and more misery as time passes by.


During that time, my lovely TSX closed the day on 15,998.74 points. And during the day, we even hit on the 16 000 points, it was quite exciting. I was of course hoping for some more gains, but it didn't happen. It will take time. First, we need to know who's the actual President of the US. My non-registered portfolio closed the day on $100,255.30, my TFSA portfolio at $93,083.20, and my RRSP stocks only portfolio at $49,663.67. Currently, my margin debt is at $47,322.80.

  

I was listening to BNN today and at one point, my precious Cargojet Inc. (CJT) was mentioned by Andrew Bell at some point and while listening, I switched from my laptop to the TV screen and I was like: that's my baby! And after what, CJT beautiful chart was right there on TV. Nice! Good stuff BNN. In my TFSA portfolio, I am on a gain of +190% when it comes to CJT. I discovered Cargojet Inc. (CJT) on Stockopedia back in October 2018.


A little while ago, I was asked by a reader of my awesome blog what is my best stock. So I checked on my 3 portfolios, my non-registered, portfolio and RRSP. It appears that I hold my best stock inside my RRSP portfolio. My best stock is Richards Packaging Income Fund (RPI.UN), with a super great gain of +282.68%. Richards Packaging Income Fund (RPI.UN) had been in my RRSP portfolio since July 2016. Just like for Cargojet Inc. (CJT), I had found RPI.UN back in the days on Stockopedia. I have to say that I really miss not being able to consult Stockopedia. I feel like I was much more powerful with that tool in my precious hands. At some point, it's quite insulting to notice that a tool coming directly from the UK had been able to provide so much to me in terms of financial health. It's too difficult to find new stocks to invest in all by myself.

 

BNN Canada is certainly great to listen to, but I never made great discoveries there. While I can certainly scroll all the stocks that the TSX holds, it's way better to do it using Stockopedia screens. The reason being is that the TSX is home to many many stocks. I don't know how many stocks exist on the TSX, but there are certainly several hundred, if not thousands. And the US stock market is even bigger... Without using any tool, it's quite difficult to make great finds. But the greatest difficulty for me is to admit that I actually need Stockopedia.

 

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