Portfolio

This page is dedicated to my portfolio it shows you my investments. My portfolio is made up of three accounts. A Tax Free Savings Account (TFSA), a Registered Retirement Savings Plan (RRSP) and a Locked In Retirement Account (LIRA).

TFSA

  • Aecon 140 shares
  • BCE 74 shares
  • Brookfield Renewable Corporation 51 shares
  • Bank of Montreal 53 shares
  • Bank of Nova Scotia 122 shares
  • Chorus Aviation 509 shares
  • Enbridge 61 shares
  • Fortis 53 shares
  • Go Easy 31 shares
  • Inter Pipeline 309 shares
  • The Keg Royalties Income Fund 307 shares
  • Power Corp 111 shares
  • Royal Bank of Canada 40 shares
  • Telus 199 shares
  • TC Energy 33 shares
  • iShares S&P/TSX Capped REIT Index ETF 803 shares

                                               

RRSP

Canadian Stocks

  • Power Corp                              248 shares
  • Fortis                                         214 shares
  • Enbridge                                   167 shares
  • TC Energy Corp                        150 shares
  • BCE                                             146 shares
  • Telus                                           43 shares     
  • Royal Bank of Canada             99 shares
  • Bank of Montreal                     94 shares
  • iShares Core MSCI All Country ex Canada Index ETF        62 shares

US Stocks

  • Algonquin Power & Utilities         387 shares
  • Bank of America                              72 shares
  • AbbVie                                               78 shares
  • Altria Group                                     87 shares
  • Johnson & Johnson                         24 shares
  • Home Depot                                     12 shares
  • Microsoft Corp                                 21 shares
  • Walgreens Boots Alliance              45 shares
  • 3M Company                                    10 shares
  • Texas Instruments                          34 shares
  • Lockheed Martin                             14 shares

LIRA

  • Enbridge                                   122 shares

13 thoughts on “Portfolio

  1. I am officially an economist, but the profession has become so bogged down in the most ridiculous crap. I do not work specifically as an economist I work for NGO and I am currently doing another degree in Political Economy, and then a Masters in Public Policy. My aim is to get the public educated about the realities of how our federal and provincial monetary systems really operate. Politicians and 99 percent of orthodox economist suffer from cognitive dissonance, economics is a social science, but economist are not even close to be able to call them self scientists, they are subjective rather than objective. Well I wish I knew how to set up this kind site, the main reason I am contacting you is I am turning 45 in september and have 0000 investments or savings, and I know that my profession pays above average for other social science disciplines,but I can teach you all about macro and micro economics, but I do not know anything about investing in the markets , now I actually do have a little over $100, 000.00 in trust at the court of queens bench, and its been there almost 6 years, so I have decided that I am getting a lawyer and requesting my money and I want to do my own investing, how did you learn so much about this topic, I was honestly gpoing to put it all int Mainstreet Equity Corporation, and then just keep putting all my extra cash into MSEC and hope that by 65 thats 20 years I will have $1,000,000.00 in stock and that would afford me enough income to retire in latin america. How does one calculate your dividends to see if a million would be enough, naturally you would have to estimate the price of the stock and whatever other variables, and guess what that is exactly what economists do make a really confusing mathematical model that no one else including themselves really understand, and they of course (ask Greenspan, and Bernanke) always get it wrong and the more time you are wrong you economic model falls apart, then you get a Nobel Peace Prize in Economic Science. So I do not expect absolute accuracy just a general rough estimate.
    Sorry for blabbing,
    Chris

    Like

    1. Hi Chris

      Like you I started late in life at 50 years old. I started almost 3 years ago and have had some ups and downs but I love this side of things and am constantly learning. What Mathew is doing is not rocket science and is looking fairly safe long term. He can probably teach both of us a thing or two. But so could I and so could you. The difference between him and us is that he is 20-30 years ahead of us. But we have our own education and experience also.

      Myself, I need more growth to achieve my goals and so I have some large cap dividend payers like Shaw (SJR.A), Parkland Corp (PKI) and Canwel Building Products (CWX) I swing trade Nutrien (NTR). The balance of my funds I mostly swing trade for short terms (anywhere from a day or two to a couple of months or so). I don’t always win but I am starting to win more. As I build my pot I will put some away in long term holds like I mentioned. The other thing I do is try to have cash on hand for big drops in the large caps (TD, Telus, Enbridge, Suncor etc.) and plan on buying in on those events.

      I envy your education in economics as I feel it would help me better with Macro in particular. If you are interested in exchanging ideas and sharing your knowledge a bit. I would be more than willing to share some of my experiences. I am not selling anything (other than Cedar Products through my work – LOL) but I can maybe help fill in some blanks on where to start and where to find some good information. Once you get past the BS that is out there you will find your way. If you are interested please look me up on Twitter or Facebook and DM me.

      Mathew, I really like your portfolio and have more questions for you as well. I will definitely stay in touch as you strike me as a positive and successful person and I like exchanging ideas with people like you. I have been following Mark Seed and Twentyfree something among others on Twitter. I’m glad I came across your blog there.

      Cheers
      John Shafi

      Liked by 1 person

  2. Great Portfolio for only 13 years of investing. I am starting late in life. I started at 50 and am now 53. I envy you starting so young. That said, I do not beat myself up for how late I started. Life and family got in the way. I plan on making up for lost time so I read, lots! Keep up the good work. I will book mark this and check in from time.

    John

    Liked by 1 person

  3. I am 30 this year and my portfolio is about $100k. Am aiming to reach $150,000 maybe at 35 or 37? My target milestone of passive income from my dividends is $1000/mth. Cheers to dividend reinvesting Matthew!

    Love from Singapore
    Kenny

    Liked by 1 person

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