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Wednesday, April 9, 2025

My investment portfolio on date of April 9, 2025

Savings: $10,382.06

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)
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)
Canadian Natural Resources Limited (CNQ)
Algoma Central Corporation (ALC)
Slate Grocery REIT (SGR.UN)
Brookfield Renewable Partners L.P. (BEP.UN)
Premium Brands Holdings Corporation (PBH)
Granite Real Estate Investment Trust (GRT.UN)
Bank of Nova Scotia (The) (BNS)
Caribbean Utilities Company Ltd. Class A Ordinary Shares (CUP.U)
Paramount Resources Ltd. Class A Common Shares (POU)
CT Real Estate Investment Trust (CRT.UN)
SmartCentres Real Estate Investment Trust (SRU.UN)
Russel Metals Inc. (RUS)
Exchange Income Corporation (EIF)
Open Text Corporation (OTEX)
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
Whitecap Resources Inc. (WCP)
TOTAL: $145,549.98

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: $6,331.04 US: $9,066.05 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)
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)
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)
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)
Innergex Renewable Energy Inc. (INE)
Diversified Royalty Corp. (DIV)
Amerigo Resources Ltd. (ARG)
Plaza Retail REIT (PLZ.UN)
European Residential Real Estate Investment Trust (ERE.UN)
Algoma Central Corporation (ALC)
Slate Grocery REIT (SGR.UN)
TOTAL: $122,406.81

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)
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)
Urbana Corp (URB)
TWC Enterprises Limited (TWC)
Bird Construction Inc. (BDT)
Olympia Financial Group Inc. (OLY)
Empire Company Limited Non-Voting Class A Shares (EMP.A)
Loblaw Companies Limited (L)
Metro Inc. (MRU)
George Weston Limited (WN)
Exchange Income Corporation (EIF)
Canadian National Railway Company (CNR)
TMX Group Limited (X)
MEG Energy Corp. (MEG)
Valeura Energy Inc. (VLE)
Total: $84,216.63

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,800.67

Others: $1,159.90

NBI Income Fund: $1,344.19

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: $9,872.94

Other various: $51,110.23

TOTAL: $151,504.56


Social Capital at Desjardins Membership share: $35
Online money: $22
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
TOTAL: $438,966.46
On date of April 9, 2025
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Another tough day for the TSX

Today marks the third day in a row that the TSX is down. Yesterday, my stock portfolio lost over $7,000. Today, my portfolios experienced a loss of -$4,757.79, or -1.336%. I'm closing the day with a net worth of $429,036.12.

On the positive side, I'm still holding above the $400K mark—at least for now. But for how long? It's certainly not a pleasant situation, but there's nothing we can do about it.

I’ve gone from a net worth of $466,233.88 on April 2 to $429K in just a few days. That’s over $37,000 gone down the drain.

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Tuesday, April 8, 2025

Historic of my Total assets and Net worth values on date of April 8, 2025

2025

Net worth on April 8, 2025: $429,036.12
Net worth on April 7, 2025: $434,701.84
Net worth on April 4, 2025: $443,118.38
Net worth on April 2, 2025: $466,233.88
Net worth on January 23, 2025: $469,813.558 - highest net worth EVER!!!!!!!
Net worth on January 21, 2025: $464,986.66
Net worth on January 18, 2025: $462,576.18
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
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).   

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My investment portfolio on date of April 8, 2025

Savings: $10,382.06

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)
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)
Canadian Natural Resources Limited (CNQ)
Algoma Central Corporation (ALC)
Slate Grocery REIT (SGR.UN)
Brookfield Renewable Partners L.P. (BEP.UN)
Premium Brands Holdings Corporation (PBH)
Granite Real Estate Investment Trust (GRT.UN)
Bank of Nova Scotia (The) (BNS)
Caribbean Utilities Company Ltd. Class A Ordinary Shares (CUP.U)
Paramount Resources Ltd. Class A Common Shares (POU)
CT Real Estate Investment Trust (CRT.UN)
SmartCentres Real Estate Investment Trust (SRU.UN)
Russel Metals Inc. (RUS)
Exchange Income Corporation (EIF)
Open Text Corporation (OTEX)
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
Whitecap Resources Inc. (WCP)
TOTAL: $142,210.67

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: $6,035.46 US: $8,659.68 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)
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)
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)
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)
Innergex Renewable Energy Inc. (INE)
Diversified Royalty Corp. (DIV)
Amerigo Resources Ltd. (ARG)
Plaza Retail REIT (PLZ.UN)
European Residential Real Estate Investment Trust (ERE.UN)
Algoma Central Corporation (ALC)
Slate Grocery REIT (SGR.UN)
TOTAL: $117,861.67

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)
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)
Urbana Corp (URB)
TWC Enterprises Limited (TWC)
Bird Construction Inc. (BDT)
Olympia Financial Group Inc. (OLY)
Empire Company Limited Non-Voting Class A Shares (EMP.A)
Loblaw Companies Limited (L)
Metro Inc. (MRU)
George Weston Limited (WN)
Exchange Income Corporation (EIF)
Canadian National Railway Company (CNR)
TMX Group Limited (X)
MEG Energy Corp. (MEG)
Valeura Energy Inc. (VLE)
Total: $82,572.83 

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,716.51

Others: $1,159.90

NBI Income Fund: $1,349.27

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: $9,465.61

Other various: $51,600.92

TOTAL: $149,865.04


Social Capital at Desjardins Membership share: $35
Online money: $22
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
TOTAL: $429,036.12
On date of April 8, 2025
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Monday, April 7, 2025

Historic of my Total assets and Net worth values on date of April 7, 2025

2025

Net worth on April 7, 2025: $434,701.84
Net worth on April 4, 2025: $443,118.38
Net worth on April 2, 2025: $466,233.88
Net worth on January 23, 2025: $469,813.558 - highest net worth EVER!!!!!!!
Net worth on January 21, 2025: $464,986.66
Net worth on January 18, 2025: $462,576.18
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).   

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My investment portfolio on date of April 7, 2025

Savings: $10,382.06

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)
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)
Canadian Natural Resources Limited (CNQ)
Algoma Central Corporation (ALC)
Slate Grocery REIT (SGR.UN)
Brookfield Renewable Partners L.P. (BEP.UN)
Premium Brands Holdings Corporation (PBH)
Granite Real Estate Investment Trust (GRT.UN)
Bank of Nova Scotia (The) (BNS)
Caribbean Utilities Company Ltd. Class A Ordinary Shares (CUP.U)
Paramount Resources Ltd. Class A Common Shares (POU)
CT Real Estate Investment Trust (CRT.UN)
SmartCentres Real Estate Investment Trust (SRU.UN)
Russel Metals Inc. (RUS)
Exchange Income Corporation (EIF)
Open Text Corporation (OTEX)
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
Whitecap Resources Inc. (WCP)
TOTAL: $145,169.85

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: $6,083.59 US: $8,745.77 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)
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)
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)
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)
Innergex Renewable Energy Inc. (INE)
Diversified Royalty Corp. (DIV)
Amerigo Resources Ltd. (ARG)
Plaza Retail REIT (PLZ.UN)
European Residential Real Estate Investment Trust (ERE.UN)
Algoma Central Corporation (ALC)
Slate Grocery REIT (SGR.UN)
TOTAL: $118,928.00

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)
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)
Urbana Corp (URB)
TWC Enterprises Limited (TWC)
Bird Construction Inc. (BDT)
Olympia Financial Group Inc. (OLY)
Empire Company Limited Non-Voting Class A Shares (EMP.A)
Loblaw Companies Limited (L)
Metro Inc. (MRU)
George Weston Limited (WN)
Exchange Income Corporation (EIF)
Canadian National Railway Company (CNR)
TMX Group Limited (X)
MEG Energy Corp. (MEG)
Valeura Energy Inc. (VLE)
Total: $83,167.28

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,783.84

Others: $1,159.90

NBI Income Fund: $1,362.81

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: $9,615.10

Other various: $52,330.26

TOTAL: $151,419.16


Social Capital at Desjardins Membership share: $35
Online money: $22
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
TOTAL: $434,701.84
On date of April 7, 2025
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Sunday, April 6, 2025

Closing out this Black Friday with a net worth of $443,118.38

The TSX closed this past Friday’s session at a disastrous 23,193.47 points, down -1,142.30 (-4.69%). It’s quite rare to have two exceptionally bad days in a row. Usually, when the market experiences a deep correction, it bounces back at least slightly the following day—but that’s certainly not what happened this time! As of now, U.S. futures are significantly down, which could lead to yet another painful day tomorrow morning for the TSX.

These past couple of days weren’t easy to watch, but strangely enough, I remained surprisingly calm. Derek Foster recently sent out a newsletter where he shared which stocks he's currently investing in, among other insights. I replied, thanking him for the note—because in these chaotic times, we all need some good, old-fashioned common sense. I told him that thanks to his influence, I was very close to reaching a $500,000 net worth before this correction hit and that I was proud of how calmly I was handling the market crash. I also mentioned that I recently ordered his new book God and Santa—even if it’s not finance-related, I was just glad he published something new.

Right now, Derek Foster is investing in names like CNR but is also keeping some cash on hand—which makes sense, considering he has a big family to care for (eight kids!). Regardless, I think it’s smart to keep some cash in any investment portfolio. For many years, I lived paycheque to paycheque, investing every single penny that I could. It’s not something I recommend doing, but it’s what I did for most of my adult life. I’ve never been afraid of losing money. You might see that as a good or bad thing, but I don’t fear the stock market—I see it as a tool. These days, I have $10K in savings and I’m working toward increasing that to at least $20K in the coming months, and maybe even more.

After my exchange with Derek, I realized the main reason I was feeling so calm: I have no more margin debt. In the past, even small market corrections made me a bit nervous because of the margin exposure. I was lucky—I never got a margin call—but only because I carefully managed the available balance. Now, with no margin debt at all, I can track the TSX without feeling on edge. And it's quite a liberating feeling.

Between April 2 and April 4, my net worth dropped by -$23,115.50. That’s obviously a huge loss, but I was mentally prepared for it. Maybe that’s another reason why I’ve remained composed. With Trump eyeing a second term, I expected market volatility—but I didn’t expect things to get this bad so fast.

I started investing right before the 2008 crash and used that moment as an opportunity. It was clear to me that investing during a downturn was the right move. I never doubted it. I was actually a poor girl with the mindset of a rich boss. Everyone builds their own view of the markets over time, but one truth I’ve come to believe in is this: the stock market always wins in the long run. A correction doesn’t change the fundamentals of the stocks you own. If my “bitch” (aka my portfolio) is going down, I’m holding her hand tight and going down with her. Hopefully, this correction will turn into an opportunity for growth—that's my wish. This is my personal opinion, and keep in mind that I could be wrong. At this critical point, you are the master of your finances, and you should do what feels right for you.

Until recently, my net worth hit a high of $466K. My all-time high was $469K back in January 2025. It’s never fun to watch your net worth decline, but there’s nothing you can do about it. This is not the time to sell. It’s so important to hold onto your investments because if you sell, you’ll miss the recovery when it eventually comes. Right now, it’s hard to even imagine a rebound—but like I said: the market always recovers. Just give it time. It won’t happen overnight. Recoveries tend to be slower. My best advice? Hold. Breathe. Take care of yourself. Stay calm. Invest if you can. 

A correction like this can be mentally exhausting—and that’s totally normal. So, take a rest when you need it. And if you’re in a position to invest without using margin, go for it. This could be your moment.

We might be looking at a once-in-a-lifetime opportunity to buy quality assets at fair (corrected) prices. I built much of my portfolio during the 2008 crash. I knew I was doing the right thing back then—and I believe the same applies now. Think of this crash as your chance to buy all the stocks you’ve ever dreamed of—at a discount!

That’s exactly the mindset I had when I gave myself an “investment party.” Did you notice any newcomers in my portfolio? Here’s my latest portfolio update:

Over the past couple of months, I’ve worked hard to build up some cash. As a treat, I invested most of my Friday paycheque. Since National Bank charges no commission, I really went for it. I no longer disclose share quantities, but most of the time I only invest in one or two shares at a time. In times like these, that’s a smart move. It leaves room for future opportunities if stock prices dip further.

Here are the Canadian stocks I bought this past Friday:

📌 Non-registered portfolio:
SGR.UN, ALC, BEP.UN, PBH, GRT.UN, TD, CM, BNS, AD.UN, FTS, CUP.U, POU, CRT.UN, SRU.UN, RUS, ENQ, EIF, OTEX, CTC.A, WCP, NRGI, X, BAM

📌 TFSA portfolio:
ARG, DIV, PLZ.UN, ERE.UN, ALC, BNS, BAM, CRT.UN, CHE.UN, SGR.UN

📌 RRSP portfolio:
URB, TWC, BDT, GIB.A, OLY, POW, EMP.A, NWC, T, MRU, WN, EIF, CNR, CNQ, RY, TIH, X, TD, BNS, CPX, FTT, HYLD, MEG, NRGI, VLE, CM, SU

I added a couple of newcomers—more on that in my next post, so stay tuned! In the meantime, follow me on Bluesky: https://bsky.app/profile/sunnyjnb.bsky.social

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Saturday, April 5, 2025

Historic of my Total assets and Net worth values on date of April 4, 2025

2025

Net worth on April 4, 2025: $443,118.38
Net worth on April 2, 2025: $466,233.88
Net worth on January 23, 2025: $469,813.558 - highest net worth EVER!!!!!!!
Net worth on January 21, 2025: $464,986.66
Net worth on January 18, 2025: $462,576.18
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).   

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My investment portfolio on date of April 4, 2025

Savings: $10,382.06

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)
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)
Canadian Natural Resources Limited (CNQ)
Algoma Central Corporation (ALC)
Slate Grocery REIT (SGR.UN)
Brookfield Renewable Partners L.P. (BEP.UN)
Premium Brands Holdings Corporation (PBH)
Granite Real Estate Investment Trust (GRT.UN)
Bank of Nova Scotia (The) (BNS)
Caribbean Utilities Company Ltd. Class A Ordinary Shares (CUP.U)
Paramount Resources Ltd. Class A Common Shares (POU)
CT Real Estate Investment Trust (CRT.UN)
SmartCentres Real Estate Investment Trust (SRU.UN)
Russel Metals Inc. (RUS)
Exchange Income Corporation (EIF)
Open Text Corporation (OTEX)
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
Whitecap Resources Inc. (WCP)
TOTAL: $146,915.37

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: $6,141.76 US: $8,829.39 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)
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)
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)
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)
Innergex Renewable Energy Inc. (INE)
Diversified Royalty Corp. (DIV)
Amerigo Resources Ltd. (ARG)
Plaza Retail REIT (PLZ.UN)
European Residential Real Estate Investment Trust (ERE.UN)
Algoma Central Corporation (ALC)
Slate Grocery REIT (SGR.UN)
TOTAL: $121,700.40

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)
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)
Urbana Corp (URB)
TWC Enterprises Limited (TWC)
Bird Construction Inc. (BDT)
Olympia Financial Group Inc. (OLY)
Empire Company Limited Non-Voting Class A Shares (EMP.A)
Loblaw Companies Limited (L)
Metro Inc. (MRU)
George Weston Limited (WN)
Exchange Income Corporation (EIF)
Canadian National Railway Company (CNR)
TMX Group Limited (X)
MEG Energy Corp. (MEG)
Valeura Energy Inc. (VLE)
Total: $84,484.31

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $3,783.84

Others: $1,159.90

NBI Income Fund: $1,359.42

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: $9,615.10

Other various: $54,831.59

TOTAL: $155,234.16


Social Capital at Desjardins Membership share: $35
Online money: $22
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
TOTAL: $443,118.38
On date of April 4, 2025
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Thursday, April 3, 2025

A Date to Remember: April 3, 2025 – A Black Thursday for Canadian Investors

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:

  • Capital Power Corporation (CPX)

  • Finning International Inc. (FTT)

  • Hamilton Enhanced U.S. Covered Call ETF (HYLD)

  • Canadian Natural Resources Limited (CNQ)

  • MEG Energy Corp. (MEG)

  • Ninepoint Energy Income Fund ETF (NRGI)

  • Valeura Energy Inc. (VLE)

  • Slate Grocery REIT (SGR.UN)

  • Algoma Central Corporation (ALC)

  • Fortis Inc. (FTS)

  • CT Real Estate Investment Trust (CRT.UN)

  • Chemtrade Logistics Income Fund (CHE.UN)

  • Brookfield Asset Management Inc. Class A (BAM.A)

  • Bank of Nova Scotia (BNS)

From this list, there are three stocks I had never written about or invested in before today:

  • MEG Energy Corp. (MEG)

  • Valeura Energy Inc. (VLE)

  • 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:

  • Maybe we haven’t hit the bottom yet — that’s the obsessive question that never goes away.

  • This correction is different. Trump is... well, Trump.

  • Canada is highly dependent on the U.S. economy.

  • 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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