Portfolio

I am invested in four accounts: TFSA, RRSP, Cash and Margin.

I use Sharesight to track my portfolio. It is useful for monitoring dividends and compound growth over time. Below are screenshots of my performance since inception (March 4, 2019), grouped by account.

Updated: August 1, 2019
Current Margin loan: $125,323
Debt/Capital ratio: 61.5% @ 4.1% margin interest




Stock Purchase History


April 2019

AD Alaris Royalty Corp

March 2019

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

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s