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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 (February 28 closing prices): (A Tax Free Savings Account is an account where your capital gains are exempt from taxes) Market Value: $17,383 Continue reading Portfolio Update: February 2011 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 (January 31 closing prices): (A Tax Free Savings Account is an account where your capital gains are exempt from taxes) Market Value: $17,599 Continue reading Portfolio Update: January 2011 This post is overdue and should have been part of my year end results but I was short on time. I’ve been measuring my portfolio’s performance against the Toronto Stock Exchange for a simple reason: I wanted an easy way to compare the ROI of a dollar I manage compared to a dollar in my Continue reading Portfolio Benchmarking: Comparing Apples to Apples It’s been an exciting year for my oil and gas investments which performed superbly given all the volatility that we witnessed. We saw the introduction of a new portfolio based on my HELOC (home equity line of credit i.e. borrowed money) which quickly rose to the forefront as the spearhead of BTI operations. Looking back Continue reading Portfolio Objectives for 2011 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 31 closing prices): (A Tax Free Savings Account is an account where your capital gains are exempt from taxes) Market Continue reading Portfolio Update: 2010 Results I had a 6 months window of low commissions with my bank that I wished to exploit to the maximum before it ended on November 30, 2010. Based on the results so far, I believe to have exceeded my own ROI (Return On Investment) expectations with the HELOC portfolio. I am happy to announce the Continue reading HELOC Portfolio: Mission Accomplished 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 (November 30 closing prices): (A Tax Free Savings Account is an account where your capital gains are exempt from taxes) Market Value: 13,317.50 Continue reading Portfolio Update: November 2010 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 29 closing prices): (A Tax Free Savings Account is an account where your capital gains are exempt from taxes) Market Value: 11780 Continue reading Portfolio Update: October 2010 Following several weeks loaded with transactions, I thought I would shed some light on why I am trading my HELOC account in such an aggressive way. My HELOC Portfolio I introduced this portfolio back on July 8th of 2010 and have since tracked its performance along side my BTI portfolio on a monthly basis. Continue reading My HELOC Stock Market Investment Strategy 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 (September 30 closing prices): (A Tax Free Savings Account is an account where your capital gains are exempt from taxes) Market Value: 11480 Continue reading Portfolio Update: September 2010 |
   
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March 1st, 2011 
Category: 
My DIY stock portfolio is overweight in Canadian oil producers for a reason. I believe Oil consumption is on the path of growth for the next decade and I intend to take every advantage possible of it:
