I am invested in three accounts: Cash, Margin, TFSA.
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 YTD (inception: March 4, 2019).
Updated: April 1, 2021
Current investment debt: $380,000
Current leverage ratio: 140%
Stock Purchase History
February 2021
BUY: Constellation Software
BUY: CGI Inc.
BUY: Fortis
January 2021
BUY: Alimentation Couche-Tard
BUY: Waste Connections
November 2020
BUY: Enbridge
March 2020
SELL: All stocks except Suncor, Brookfield Property Partners, Power Corp and Pembina.
(You will understand the rationale behind this by reading my 2020 portfolio review)
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
