As promised in an earlier post, I will begin providing a quarterly update of my portfolios on Million Endeavour. Especially now that the year is about end, I can’t think of a better time to start.
Currently, I have 2 portfolios that I am invested in. The first is my Tax-Free Savings Account (TFSA) with TD Waterhouse and the second is my Registered Retirement Savings Plan (RRSP) mutual fund account.
As it stands right now, my TFSA portfolio holds position in 21 companies and 2 index funds. As for my RRSP, I have decided to go down the passive investing route. If you are interested in my holdings, I have recently started a page where I list my portfolio performance. This page will be updated at the start of each month. Here are some additional statistics for this quarter:
- October: $17.04
- November: $41.93
- December: $6.73 & counting
Total for this quarter (so far): $65.70
Total YTD (so far): $109.45
*For next time, I will try to hold off from the portfolio update until the quarter is actually finished. : )
October: Canadian Oil Sands LTD (COS), Chevron Corp (CVX)
November: Rogers Communication Inc. (RCI.B), Corus Entertainment Inc. (CJR.B), BHP Billiton PLC (BBL)
December: Canadian Oil Sand LTD (COS), Husky Energy Inc. (HSE), Canadian National Railway (CNR), Bank of Montreal (BMO)…
Percentage of completion for maxing TFSA – 79%
Percentage of completion for maxing RRSP – 14.2%
Goals Moving Forward
The current goal for my portfolio is the transition of US Equities from my TFSA to my RRSP. However, I am hesitant to do that right now because I do not have the funds in my RRSP to make any significant purchases. In the mean-time, I will continue to purchase Canadian equities in my TFSA and avoid any US stocks. Check out a more detail version of my financial goals!
Next Portfolio Update: Q1 March 2015
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