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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 1 year later, I am extremely satisfied with the results since I never expected this success: Continue reading HELOC Portfolio: 1 Year Returns 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 less than 2 weeks ago, my HELOC portfolio ended higher by the end of last week. The ROI so far Continue reading Portfolio Update: HELOC Snapshot Post 400 Point Drop 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 Free Savings Account is an account where your capital gains are exempt from taxes) Market Value: $7,775 Continue reading Portfolio Update: April 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 (March 31 closing prices): (A Tax Free Savings Account is an account where your capital gains are exempt from taxes) Market Value: $16,579 Continue reading Portfolio Update: March 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 (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 |
   
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May 31st, 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:
