Portfolio Performance (as of 31-Oct-20)
| Portfolio / Benchmark | 1M | 3M | 6M | 1YR | 2YR | 3YR | 5YR | 10YR | Inception | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -5.2% | -1.3% | 27.2% | 33.6% | 18.2% | 17.8% | 18.4% | 16.1% | 15.3% | 29.1% |
| S&P 500 (SPY) | -2.5% | -0.1% | 8.6% | 11.3% | 12.9% | 11.7% | 12.1% | 13.4% | 12.1% | 5.8% |
| TSX 60 (XIU) | -3.4% | -3.2% | 6.1% | -2.2% | 5.4% | 2.6% | 6.2% | 5.1% | 5.0% | -5.5% |
| 70/30 SPY/XIU Split | -2.8% | -1.0% | 7.9% | 7.2% | 10.7% | 8.9% | 10.4% | 11.0% | 10.1% | 2.4% |
| Complete Couch Potato | -1.8% | -1.5% | 5.5% | 2.7% | 7.6% | 5.2% | 6.3% | N/A | N/A | 2.8% |
Top Holdings (as of 31-Oct-20)
| Rank | Non-Index Rank | Holding | % of Portfolio |
|---|---|---|---|
| 1 | 1 | Intuitive Surgical (ISRG) | 18.3% |
| 2 | 2 | CrowdStrike Holdings Inc. (CRWD) | 12.3% |
| 3 | 3 | Microsoft Corp. (MSFT) | 9.7% |
| 4 | 4 | Altria Group Inc. (MO) | 6.6% |
| 5 | 5 | Mastercard Inc. (MA) | 4.6% |
| 6 | 6 | Zscalar Inc. (ZS) | 4.4% |
| 7 | 7 | Enbridge Inc. (ENB) | 3.3% |
| 8 | 8 | TransAlta Renewables Inc. (RNW) | 3.0% |
| 9 | 9 | Visa Inc. (V) | 2.9% |
| 10 | 10 | Teladoc Health Inc. (TDOC) | 2.7% |
Portfolio Breakdown (as of 31-Oct-20)
Play Portfolio (as of 31-Oct-20)
| Symbol | Company | Shares | Options | Portfolio Weighting | Posts |
|---|---|---|---|---|---|
| ANET | Arista Networks Inc. | ✓ | ✓ | 2.5% | Posts |
| AR | Antero Resources Corporation | ✓ | 0.2% | Posts | |
| BIDU | Baidu Inc. | ✓ | 0.0% | Posts | |
| CRWD | CrowdStrike Holdings Inc. | ✓ | ✓ | 12.3% | Posts |
| DDD | 3D Systems Corporation | ✓ | 0.5% | Posts | |
| DDOG | Datadog Inc. | ✓ | 2.2% | Posts | |
| EQT | EQT Corporation | ✓ | 1.2% | Posts | |
| GH | Guardant Health Inc. | ✓ | 2.6% | Posts | |
| ISRG | Intuitive Surgical Inc. | ✓ | ✓ | 18.3% | Posts |
| JAMF | Jamf Holding Corp. | ✓ | 1.3% | Posts | |
| MA | Mastercard Inc. | ✓ | 4.6% | Posts | |
| MSFT | Microsoft Corporation | ✓ | 9.7% | Posts | |
| PCG | PG&E Corporation | ✓ | 0.0% | Posts | |
| PS | Pluralsight Inc. | ✓ | 1.3% | Posts | |
| QQQ | Invesco QQQ Trust (Hedge) | ✓ | -0.1% | Posts | |
| SD | Sandridge Energy Inc. | ✓ | 0.2% | Posts | |
| SPT | Sprout Social Inc. | ✓ | 2.0% | Posts | |
| SPXS | Direxion Daily S&P 500 Bear 3X Shares (Hedge) | ✓ | 0.1% | Posts | |
| SPY | SPDR S&P 500 ETF Trust (Hedge) | ✓ | 0.3% | Posts | |
| STNG | Scorpio Tankers Inc. | ✓ | ✓ | 0.0% | Posts |
| TDOC | Teladoc Health Inc. | ✓ | ✓ | 2.7% | Posts |
| TSLA | Tesla (Short) | ✓ | 0.1% | Posts | |
| V | Visa Inc. | ✓ | 3.0% | Posts | |
| WELL | Welltower Inc. | ✓ | 0.2% | Posts | |
| ZS | Zscalar Inc. | ✓ | 4.4% | Posts |
Dividend Portfolio (as of 31-Oct-20)
| Symbol | Company | Portfolio Weighting | Posts |
| ENB | Enbridge Inc. | 3.3% | Posts |
| EXE | Extendicare Inc. | 0.9% | Posts |
| FFH.PR.K | Fairfax Financial Holdings Limited Preferred Series K | 1.9% | Posts |
| MO | Altria Group Inc. | 6.6% | Posts |
| RNW | TransAlta Renewables Inc. | 3.0% | Posts |
| SIA | Sienna Senior Living Inc. | 1.1% | Posts |
| TA.PR.H | TransAlta Corp Preferred Share Series E | 1.7% | Posts |
| ZPR | BMO Laddered Preferred Share Index ETF | 1.4% | Posts |
| ZRE | BMO Equal Weight REITs Index ETF | 0.3% | Posts |
Fearless Cal's Investment Journal 