Portfolio Year in Review – 2017

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…

News for Today (Q4 Trades): More Trading Shenanigans (MIDD, BRK.B, SPY, BAC, AIG)

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…