Portfolio Update – Up 0.43% in March 2017

My portfolio balances at close of trading on 31st March were:

Ticker

Price (C$)

Price Change

Percentage

XSP $‎ 27.05

0.07%

21.9%

XMU $‎ 43.18

-0.14%

17.2%

XMW $‎ 36.73

1.35%

22.1%

BNS.TO $‎ 77.80

0.99%

3.5%

BCE.TO $‎ 58.88

1.62%

3.7%

CM.TO $‎ 114.67

-1.66%

3.6%

EMA.TO $‎ 46.98

3.14%

3.4%

ENB.TO $‎ 55.71

-0.34%

3.7%

FTS.TO $‎ 44.07

4.60%

3.5%

ITC.TO $‎ 2.38

-13.14%

0.0%

NA.TO $‎ 55.84

-1.48%

3.8%

PWF.TO $‎ 35.17

2.09%

3.6%

SJR.B $‎ 27.57

-0.25%

3.5%

SW.TO $‎ 35.30

-5.92%

0.0%

T.TO $‎ 43.17

-0.12%

3.3%

Cash

3.3%

Total

100.0%

Overall my portfolio is up 0.43% since last month. There were no cash contributions this month. For comparison my TI Index is up 0.22%, the DOW is down 0.72% and the TSX is up 0.96%. My investments are up and performed well against the DOW and TI Index, but less well against the TSX.

No particular winners or loser this month other that my speculative stocks: Intrinsyc (ITC.TO) and Sierra Wireless (SW.TO).

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Portfolio Update – Up 3.50% in February 2017

My portfolio balances at close of trading on 28th February were:

Ticker

Price (C$)

Price Change

Percentage

XSP $‎ 27.03

3.92%

21.9%

XMU $‎ 43.24

6.66%

17.3%

XMW $‎ 36.24

5.41%

21.9%

BNS.TO $‎ 77.04

-0.93%

3.5%

BCE.TO $‎ 57.94

-1.23%

3.7%

CM.TO $‎ 116.61

5.23%

3.7%

EMA.TO $‎ 45.55 N/A

3.3%

ENB.TO $‎ 55.90

0.90%

3.7%

FTS.TO $‎ 42.13 N/A

3.3%

ITC.TO $‎ 2.74 N/A

1.1%

NA.TO $‎ 56.68

0.91%

3.8%

POT.TO $‎ 23.04

-4.83%

0.0%

PWF.TO $‎ 34.45

1.89%

3.5%

SJR.B $‎ 27.64

-1.53%

3.5%

SW.TO $‎ 37.52 N/A

1.2%

T.TO $‎ 43.22

-0.51%

3.3%

TRP.TO $‎ 61.06

-0.54%

0.0%

Cash

1.1%

Total

100.0%

Overall my portfolio is up 3.50% since last month. There were no cash contributions this month. For comparison my TI Index is up 1.74%, the DOW is up 4.77% and the TSX is up 0.09%. My investments are up and performed well against the TSX and TI Index, but less well against the DOW which is being driven by comments from President Trump that are being viewed favourably by the market.

Winners this month include my US low volatility fund (XMU.TO) up 6.66%, my Global low volatility fund (XMW) up 5.41%, and CIBC (CM.TO) up 5.23%

Losers this month include Potash (POT.TO) down 4.83%which I sold early in the month.

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Placing a modest bet on IIoT Stocks

I decided to place a small speculative bet on a couple of Canadian Industrial Internet of Things (IIoT) stocks.

  • Buy SW.TO @ $37.47
  • Buy ITC.TO @$2.83

Both stocks have seen significant gains recently but I think the hype cycle has some room to run. Let’s hope I’m not the dumb money.

I have set stops at 10% below the purchase price on both to limit my downside.

Adjusting my BTSX portfolio

Each year in early February the Canadian Moneysaver publishes the Beating the TSX portfolio. I have written about this investing system before and it seems to be successful. 2016 was no different. The BTSX portfolio was up 25.4% versus 21.4% for the TSX. Both performed very well but I’ll take the extra 4% any day.

screen-shot-2017-02-04-at-11-04-13-am

This years portfolio is a little different so it’s time to do a couple of trades. Selling Potash (POT.TO) and Transcanada (TRP.TO) and buying Emera (EMA.TO) and Fortis (FTS.TO).

Portfolio Update – Up 0.96% in January 2017

My portfolio balances at close of trading on 31st January were:

Ticker

Price (C$)

Price Change

Percentage

XSP $‎ 26.01

1.72%

21.8%

XMU $‎ 40.54

-1.84%

16.8%

XMW $‎ 34.38

-1.49%

21.5%

BNS.TO $‎ 77.76

4.01%

3.7%

BCE.TO $‎ 58.66

1.09%

3.2%

CM.TO $‎ 110.81

1.14%

3.6%

ENB.TO $‎ 55.40

-1.95%

3.2%

NA.TO $‎ 56.17

3.01%

3.9%

POT.TO $‎ 24.21

-0.33%

3.9%

PWF.TO $‎ 33.81

0.74%

3.6%

SJR.B $‎ 28.07

4.19%

3.7%

SXP.TO $‎ 5.00

0.00%

0.0%

T.TO $‎ 43.44

1.61%

3.5%

TRP.TO $‎ 61.39

1.40%

3.4%

Cash

4.3%

Total

100.0%

Overall my portfolio is up 0.96% since last month. There were no cash contributions this month. For comparison my TI Index is up 1.34%, the DOW is up 0.51% and the TSX is up 0.64%. My investments are up and performed well against the TSX and DOW but less well against the TI Index.

Winners this month include Scotiabank (BNS.TO) up 4.01% and Shaw (SJR-B.TO) up 4.19%.

There were no losers this month.

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