It’s been awhile since we’ve posted – we’ve been updating the technology behind tracking the portfolio (moving to a real database, using Power BI – check out the newer portfolio graphics in Current Holdings, trying out Microsoft Azure, etc.). Nothing significant has happened this month – we would have taken a bit of a loss…
Well, we did it – I was able to write at least 12 posts – even if they were just monthly performance updates! I sometimes get asked why I hold certain concentrations (i.e. mostly US), so we’ll try and add some commentary here. Top 10 Holdings (by Market Value in C$): 2017 Rank 2016 Rank…
A pretty quiet month with what initially looked like our portfolio performance being entirely impacted by currency. While we had some core holdings drop double digits, they were thankfully balanced by small gains in many other holdings. Portfolio/Benchmark 1M 3M 6M 1 YR 2 YR 3 YR 5 YR 10 YR Inception YTD Portfolio -1.8…
Much like the last time when we executed some trades to move around some holdings, we continued this in the last quarter – mainly to account for limited available US dollars for our recent purchases. Trade #1A: Sell Berkshire (BRK.B) from My RRSP; Buy inside Wife’s Non-Reg We mentioned in our October update purchases of Chinese…
November brought in the tail end of earnings season. Our portfolio actually lagged the S&P for the month but we’re investing to hopefully beat out the standard index portfolio in the long run. Only two earnings releases were of interest (and by interest, meaning they moved our holdings significantly). We also did some house cleaning…
Thought I’d do a quick post on some trades I did late last week……..I should probably articulate them in my decisions for the monthly updates, but I’m slowly catching up on those over the long weekend. Typically, I don’t trade very often – probably somewhere in the order of once every month to once…
At first glance, a pretty boring month – as much of the month’s losses appeared to be attributed to currency. A closer look reveals a balancing act between some profit taking in the tech companies versus gains in preferred shares (except for one) Key Gainers & Losers LOSS: Apple Inc. (AAPL) [-11%] If there’s one thing…
Key Gainers & Losers Earnings season was among us again with tech again leading the charge and some movement at the bottom of the Top 10 list; which also made up for the 1% dip in currency this month. Notables were : GAIN: Apple Inc. (AAPL) [+15%] – the company reported what I would have deemed…
Key Gainers & Losers After last month’s great performance from equally great earnings, March turned out to be pretty tame by comparison as the portfolio turned out pretty even after accounting for currency. Shopify (SHOP) continued added another month of double digit gain and Apple (AAPL)‘s 5% gain was enhanced to 15% by the options we hold.…
Key Gainers & Losers With tons of earnings reported in this month, February 2017 showed perhaps why the rally isn’t all about Trump; and more about companies actually showing earnings growth. The portfolio was up 9.2% helped by a 1.9% gain due to currency alone. Great earnings took the spotlight this month as Apple (AAPL), Bank of America…
Fearless Cal's Investment Journal 