I am invested in four accounts: TFSA, RRSP, Cash and Margin.
I use Sharesight to track my portfolio. It is essential for monitoring dividends and future income, compound growth, and asset allocation.
Below are screenshots of my performance since inception (March 4, 2019), grouped by account.
Updated: September 1, 2020
Current total debt: $0
Debt/Capital ratio: 0% (80k in credit lines—investment TDB)
Stock Purchase History
March 2020
SELL: All stocks except Suncor, Brookfield Property Partners, Power Corp and Pembina.
February 2020
BUY: Methanex
BUY: Suncor
BUY: Nutrien
SELL: Dividend 15 Split Corp
November 2019
BUY: Emera
BUY: Fortis
BUY: Pembina Pipeline
BUY: Brookfield Property Partners
October 2019
BUY: Canwel Building Materials Group Ltd
September 2019
BUY: Whitecap Resources
BUY: ARC Resources
BUY: TORC Oil & Gas
BUY: Freehold Royalties
BUY: Ensign Energy Services
BUY: Chesswood Group
August 2019
BUY: VET Vermilion Energy
SELL: DFN Dividend Financial 15
SELL: AD Alaris Royalty Corp
April 2019
BUY: AD Alaris Royalty Corp
March 2019 (Initial Positions)
ADN Acadian Timber Corp
AD Alaris Royalty Corp
ALEF Aleafia Health
BEP.UN Brookfield Renewable Partners
BNS Bank of Nova Scotia
BSO.UN Brookfield Select Opportunities Income Fund
CU Canadian Utilities
DFN Dividend 15 Split Corp
EIF Exchange Income Corp
ENB Enbridge
IPL Inter Pipeline
KEY Keyera Corp
POW Power Corp of Canada
PWF Power Financial Corp
RNW Transalta Renewables
SU Suncor Energy
SXP Supremex
TD Toronto Dominion Bank
