Here’s a quick look at some stocks/funds that I sold in the past year. And how they have performed since then. 1. True North Commercial Real Estate (TNT-UN.TO) This was an opportunistic play. The trust suspended its dividend, and the stock price fell. I decided to get in (for $1.33 per share) in anticipation of…
As of this morning, I hold 32 different stocks, ETFs, and mutual funds across my various accounts. These are split between accounts in Canada, Great Britain, and Europe. It’s impossible to imagine reducing that number from 32 to 1. The same products are not available in each account. And besides, who wants to put all…
I’m not celebrating the market going down. This type of drop still hurts. I’m still mostly invested in the market, and if I look at the amount my portfolio is down just today, it hurts. I’m thankful I went to more cash a couple of days ago. #Gratitude I think the market still has a…
A couple of weeks ago, I talked about going a bit more to cash. Today, I reduced my exposure to the stock market by 15% more. I am sitting 15% more in cash. I think I’ve seen enough for a bit. This morning, the Bank of Canada dropped their interest rates for the third straight…
It seems like everywhere you look, people are expecting a recession. The US Federal Reserve puts the probability of a recession within the next twelve months at 56%. As you can see, there is a fairly high correlation between interest rate cuts and recessions within a couple of quarters. I’m not saying that interest rate…
Using new software to analyze my portfolio across 5 different accounts (across different countries) has opened my eyes to some weeds hanging out among the flowers. Goodbye, Pizza Pizza (PZA) I decided to sell Pizza Pizza (PZA.TO), one of my first purchases during the pandemic. I thought people would flock to “take out pizza” as…
In the past year, I’ve made an incredible return on my portfolio. I have to remind myself that I am not that good an investor. I have to wait until the next bear market to see if I have made better decisions than the average person. In the past week, I’ve been using a new…
So, I looked at my best-performing investments. I might as well look at the worst-performing ones. For the purposes of this exercise, I’m going to ignore things I bought recently. It’s unfair to buy something last week and then call a 0% return among the worst I have. #1. Yieldmax Tesla Option Income (TSLY) I’ve…
Without further ado, here are the top five holdings in my portfolio based on their total investment return since I bought them. #1. GALP At the start of the Russian war with Ukraine, there was some concern about gas supplies in Europe. Through some weird luck, I bought Galp. It has been up 116% since…
As happens from time to time, earlier this year, I saw someone post a stock tip to a social media website. Now, I am not one to follow any random tip I come across. But this tip was backed by impressive research, so I decided to place a relatively modest bet on two of the…
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