Portfolio Update: January 2012

February 1st, 2012 Category: Portfolio Snapshot 6 comments
!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Here’s the monthly update for the BTI portfolio for January of 2012. The HELOC portfolio is basically a non registered account with money borrowed from my home equity line of credit. I will use the bank’s

Continue reading Portfolio Update: January 2012

Portfolio Update: 2011 Results

January 2nd, 2012 Category: HELOC Portfolio Snapshot, Portfolio Snapshot 20 comments
!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Here’s the monthly portfolio update for the BTI portfolio which consists of 2 accounts: a TFSA account and a Non-Registered account.

The TFSA is currently holding the following stocks (December 30 closing prices):

(A Tax Free Savings Account is an account

Continue reading Portfolio Update: 2011 Results

Portfolio Update: October 2011

November 1st, 2011 Category: HELOC Portfolio Snapshot, Portfolio Snapshot 17 comments
!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Here’s the monthly portfolio update for the BTI portfolio which consists of 2 accounts: a TFSA account and a Non-Registered account.

The TFSA is currently holding the following stocks (October 31 closing prices):

(A Tax

Continue reading Portfolio Update: October 2011

Portfolio Update: August 2011

September 1st, 2011 Category: HELOC Portfolio Snapshot, Portfolio Snapshot 18 comments
!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Here’s the monthly portfolio update for the BTI portfolio which consists of 2 accounts: a TFSA account and a Non-Registered account.

The TFSA is currently holding the following stocks (August 31 closing prices):

(A Tax Free Savings Account is an account

Continue reading Portfolio Update: August 2011

Portfolio Update: July 2011

August 1st, 2011 Category: HELOC Portfolio Snapshot, Portfolio Snapshot 9 comments
!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Here’s the monthly portfolio update for the BTI portfolio which consists of 2 accounts: a TFSA account and a Non-Registered account.

The TFSA is currently holding the following stocks (July 29 closing prices):

(A Tax Free Savings Account is an account

Continue reading Portfolio Update: July 2011

Portfolio Update: June 2011

July 4th, 2011 Category: HELOC Portfolio Snapshot, Portfolio Snapshot 5 comments
!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Here’s the monthly portfolio update for the BTI portfolio which consists of 2 accounts: a TFSA account and a Non-Registered account.

The TFSA is currently holding the following stocks (June 30 closing prices):

(A Tax Free Savings Account is an

Continue reading Portfolio Update: June 2011

Portfolio Update: May 2011

June 1st, 2011 Category: HELOC Portfolio Snapshot, Portfolio Snapshot 12 comments
!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Here’s the monthly portfolio update for the BTI portfolio which consists of 2 accounts: a TFSA account and a Non-Registered account.

The TFSA is currently holding the following stocks (May 31 closing prices):

(A Tax

Continue reading Portfolio Update: May 2011

HELOC Portfolio: 1 Year Returns

May 31st, 2011 Category: HELOC Portfolio Snapshot 24 comments
!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

How time flies! Last May, my HELOC portfolio started taking shape with an initial transfer of $5,000. The portfolio was subsequently introduced with its holdings at the time. I must admit that

Continue reading HELOC Portfolio: 1 Year Returns

Portfolio Update: HELOC Snapshot Post 400 Point Drop

May 9th, 2011 Category: HELOC Portfolio Snapshot, Portfolio Snapshot 11 comments
!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

I thought it would be interesting to provide a quick update on my HELOC portfolio following last week’s TSX drop of about 400 points. I am surprised that, since my last update

Continue reading Portfolio Update: HELOC Snapshot Post 400 Point Drop

Portfolio Update: April 2011

May 2nd, 2011 Category: HELOC Portfolio Snapshot, Portfolio Snapshot 2 comments
!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=”//platform.twitter.com/widgets.js”;fjs.parentNode.insertBefore(js,fjs);}}(document,”script”,”twitter-wjs”);

Here’s the monthly portfolio update for the BTI portfolio which consists of 2 accounts: a TFSA account and a Non-Registered account.

The TFSA is currently holding the following stocks (April 29 closing prices):

(A Tax

Continue reading Portfolio Update: April 2011

 
  Older Entries »