Here’s the monthly update for the BTI portfolio for March 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 ‘Performance’ tool for the monthly results when possible because it takes into account deposits and withdrawals. On to the results: …
Here’s the monthly update for the BTI portfolio for February 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 ‘Performance’ tool for the monthly results when possible because it takes into account deposits and withdrawals. On to the results: …
Here?s the monthly update for the BTI portfolio for June 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 ?Performance? tool for the monthly results when possible because it takes into account deposits and withdrawals. On to the results: …
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 where your capital gains are exempt from taxes) Market Value: $10,675 + $86 in Cash = $10,761 The Non-Registered account …
Heres 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 + 958 in …
Here’s the monthly update for the BTI portfolio for April 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 ‘Performance’ tool for the monthly results when possible because it takes into account deposits and withdrawals. On to the results: …
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 Free Savings Account is an account where your capital gains are exempt from taxes) Market Value: $11,350 + $239 in …
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: I guess hard work does pay as …
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 + $7,685 in …
Today I will introduce my HELOC portfolio. As I explained yesterday, this portfolio will focus mainly on dividend paying stocks for a long term hold. The funds will be borrowed from my Home Equity Line of Credit. The plan is to gradually grow its current holding up to 25000$ during the market weakness of this …
Here’s the monthly update for the BTI portfolio for August 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 ‘Performance’ tool for the monthly results when possible because it takes into account deposits and withdrawals. On to the results: …
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 is not bad …
Portfolio Update: HELOC Snapshot Post 400 Point Drop Read More »
Here’s the monthly update for the BTI portfolio for May 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 ‘Performance’ tool for the monthly results when possible because it takes into account deposits and withdrawals. On to the results: …
Heres 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 + 339.26 in …
Here’s the monthly update for the BTI portfolio for July 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 ‘Performance’ tool for the monthly results when possible because it takes into account deposits and withdrawals. On to the results: …
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 ‘Performance’ tool for the monthly results when possible because it takes into account deposits and withdrawals. On to the …
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 + $385 in …
July 1st, 2010 Category: Portfolio Snapshot 2 comments Here?s the monthly portfolio update. The TFSA is currently holding the following stocks: (A Tax Free Savings Account is an account where your capital gains are exempt from taxes) TSE:GPX Great Plains Exploration (Oil & Gas) o Average Price: 0.50? Value: 5000 x 0.45 = 2250.00$ TSXV:ATK …
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 …
Heres 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 + 27 in …
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 Free Savings Account is an account where your capital gains are exempt from taxes) Market Value: $9,519 + $6,635 in …
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
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
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
