Portfolio

16 comments:

  1. Thanks for sharing your portfolio with us. A nice mix of some pretty solid stocks and it doesn't look like you are simply chasing yield. I see you own RY. I just bought some this month along with BNS and TD. I really like the large Canadian banks for some banking exposure and think they are all solid long term buys.

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  2. Nice mix of stocks (and bonds) TGE. Some of those stocks are on my watchlist and would love to add them to my portfolio if I get the right price on them.

    Btw, how do you hold the bonds? It just says Quebec bonds - do you own the actual bonds or do you own a bond fund?

    R2R

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  3. Thanks for sharing your portfolio Monsieur. Strong JNJ holding, I like it!

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  4. Hey Chimp Man! Thanks buddy. yeah, JNJ is my biggest holding. I had 200 shares at some point and sold some at a meagre 75$ or so. Always hold on to your best stocks even if your are a little overweight! ;)

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  5. Hi, it's very interesting. I am investor too and it's nice to look and comparate an other investor.

    Thank you

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  6. No problem Anonymous. Happy to share. Do you think I am doing all right?

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  7. I mr

    Can you show us the bookvalue also ?????

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    1. Hey P-I-G! I could, but all these infos are already available elsewhere. So I don't think it's necessary at this point. Thanks for mentioning it though.

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  8. Salut, je suis curieux de savoir comment tu fais pour avoir un spread sheet toujours a jour avec tes indices? Est-ce automatique ou tu dois les mettres a jour manuellement?

    Merci!

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  9. Salut Dan Mac! Oui, tu dois utiliser une feuille style excel que tu vas ouvrir dans google drive. Et puis tu mets le lien dans ton site/blogue. Le tout se met à jour automatiquement.

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  10. Salut, merci pour ta reponse. J'ai finalement trouve ce que je cherchais, c'est les calls GOOGLEFINANCE("GOOG", "price") pour avoir les infos en temps reel dans ton fichier excel. Peut-etre que ca pourra aider quelqu'un ici!

    Merci encore!

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  11. Oui, en effet c'est ça la formule. Bonne chance dans ton projet!

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  12. Bonsoir!
    Was looking to get my own portfolio spread out a little bit further, so I have taken a few shots of Cominar REIT - CUF.UN. Are you still happy with them?

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  13. Bonjour Walter! Yeah, still happy with CUF.UN altough it's currently below my average cost per share. So it's probably a good entry point right now. The divvy yield is around 9%.

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  14. Taking over my PortfolioFebruary 8, 2018 at 4:54 PM

    Hi Monsieur,

    Long time lurker and fellow Quebecer, but this is probably the first time I post.
    Because of you, I bought a few of the same stocks and have been satisfied so far.

    I do have 2 stocks that I noticed you don't have in your portfolio and was wondering if you ever had any interest in them as they generate great divvy yields.
    The first is : Enterprise Products Partners L.P. (EPD)
    which currently has a buy rating of 1.6 with a divvy Yield at (6.28%).
    The second one is: Two Harbors Investment Corp. (TWO)
    which currently has a buy rating of 1.9 with a divvy yield of(12.43%).

    I have been getting great dividends from these two companies for a few months now, and I am surprised that not many people talk about them on their blogs.

    Would love to get your input on these 2 companies. Merci d'avance!

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    1. Salut!

      Thanks for your nice comment. I always like to have some news from fellow Quebecers! And I am thrilled that I can help/influence anyone positively with this blog.

      I'm sorry I don't know any of these stocks. Their yield seem interesting indeed but, as you are well aware of, be wary of high yield. This is a not always positive. On the contrary. Above 7% one has to wonder... Just look at what happened with Cominar recently.

      There are a lot of good companies out there. As individual investors, we can't follow them all closely. My strategy is to stick with the stocks I own ( sometimes I will make an addition if the price is right and it's a blue chips stock I really do like and fits my criterias). But most of the time I stick with what I know.

      I don't want to over-complicate it. If a stock I own is down, I buy more. And so it goes.

      Hope it helps! ;)



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Thanks a lot for your comment.