February 2020

Portfolio Performance (as of 29-Feb-20)

Portfolio / Benchmark	1M	3M	6M	1YR	2YR	3YR	5YR	10YR	Inception	YTD
Portfolio	-4.7%	1.2%	4.4%	0.8%	7.5%	14.5%	12.8%	14.2%	13.5%	1.3%
S&P 500 (SPY)	-6.9%	-4.3%	3.3%	10.4%	9.0%	10.3%	10.8%	13.1%	11.8%	-4.9%
TSX 60 (XIU)	-5.7%	-3.7%	0.7%	5.4%	6.4%	5.4%	4.8%	5.9%	5.7%	-3.6%
70/30 SPY/XIU Split	-6.5%	-4.1%	2.5%	8.9%	8.2%	8.9%	9.1%	11.0%	10.1%	-4.5%
Complete Couch Potato	-2.9%	-1.1%	2.2%	8.2%	6.5%	6.5%	5.2%	N/A	N/A	-0.7%

_{^{*Performance in CAD; currency adjusted and based on personal contributions and withdrawals to and from the portfolio}}

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Top Holdings (as of 29-Feb-20)

Rank	Non-Index Rank	Holding	% of Portfolio
1	1	Intuitive Surgical (ISRG)	16.7%
2	2	Microsoft Corp. (MSFT)	9.6%
3	3	Altria Group Inc. (MO)	6.4%
4	4	Teladoc Health Inc.	6.2%
5	5	CrowdStrike Holdings Inc.	5.9%
6	6	Mastercard Inc. (MA)	5.8%
7	7	Welltower Inc. (WELL)	4.5%
8	8	Arista Networks Inc. (ANET)	4.2%
9	9	Enbridge Inc. (ENB)	3.7%
10	10	TransAlta Renewables Inc.	3.6%

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Portfolio Breakdown (as of 29-Feb-20)

Play Portfolio (as of 29-Feb-20)

Symbol	Company	Shares	Options	Portfolio Weighting	Posts
ANET	Arista Networks Inc.		✓	4.2%	Posts
BA	The Boeing Company (short)		✓	0.9%	Posts
BIDU	Baidu Inc.		✓	0.2%	Posts
CAE	CAE Inc.		✓	0.8%	Posts
CRWD	CrowdStrike Holdings Inc.	✓	✓	5.9%	Posts
DDD	3D Systems Corporation	✓		0.9%	Posts
ISRG	Intuitive Surgical Inc.	✓		16.7%	Posts
LVGO	Livongo Health Inc.	✓		1.0%	Posts
MA	Mastercard Inc.	✓		5.8%	Posts
MSFT	Microsoft Corporation	✓		9.6%	Posts
SQQQ	ProShares UltraPro Short QQQ		✓	1.6%	Posts
TDOC	Teladoc Health Inc.	✓		6.2%	Posts
TTD	The Trade Desk Inc.	✓		2.9%	Posts
V	Visa Inc.	✓		3.6%	Posts
WELL	Welltower Inc.	✓		4.5%	Posts
ZS	Zscalar Inc.		✓	1.1%	Posts

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Dividend Portfolio (as of 31-Jan-20)

Symbol	Company	Portfolio Weighting	Posts
AD	Alaris Equity Partners Income Trust	1.5%	Posts
AZP.PR.B	Atlantic Power Pref Equity Ser	0.7%	Posts
BPO.PR.T	Brookfield Office Properties	0.7%	Posts
CHB	iShares U.S. High Yield Fixed Income Index ETF	0.4%	Posts
DC.PR.B	Dundee Corporation	2.2%	Posts
ENB	Enbridge Inc.	3.7%	Posts
FFH.PR.K	Fairfax Financial Holdings Limited Preferred Series K	2.7%	Posts
INO	Inovalis REIT	1.5%	Posts
MO	Altria Group Inc.	6.4%	Posts
RNW	TransAlta Renewables Inc.	3.6%	Posts
TA.PR.H	TransAlta Corp Preferred Share Series E	2.4%	Posts
VET	Vermilion Energy Inc.	1.2%	Posts
ZRE	BMO Equal Weight REITs Index ETF	0.6%	Posts

Monthly Transactions

Add/Removes	Securities
New Adds	Livongo Health Inc. (LVGO) – Posts ProShares UltraPro Short QQQ (SQQQ) – Posts
Increase Exposure	Microsoft Corporation (MSFT) – Posts Altria Group Inc. (MO) – Posts Vermilion Energy Inc. (VET) – Posts
Sells (Completely)	Amazon Inc. (AMZN) – Posts Badger Daylighting Ltd. (BAD) – Posts Berkshire Hathaway Inc. (BRK.B) – Posts GEO Group Inc. (GEO) – Posts Shopify Inc. (SHOP) – Posts Enbridge Inc. Preferred Series N (ENB.PR.N) – Posts
Reductions	BMO Equal Weight REITs Index ETF (ZRE) – Posts