Friday, January 3, 2014

Portfolio Update Dec 2013

December 2013 is now behind. It is time for the monthly update. During the last month I made a few investments in my two accounts.  I increased my position of Dundee REIT in my TFSA.  Towards the end of December I increased my position in Scotia Bank.

The following stocks were DRIPPED.
 - Enerplus 2 shares @ $19.58
 - Just Energy 6 shares @ $7.63
 - Enbridge  0.049 shares@ $43.47

During the month I made a trade in Blackberry that resulted in a gain of $160.00 including commissions.

The current value of my portfolio is $55101.53.

I will update my investment tab spread sheet.

Disclosure:  Long ERF, JE, BNS, ENB, Dundee REIT (in TFSA)


     I am not a financial planner, financial advisor, accountant or tax attorney. The information on this blog represents my own thoughts and opinions and should NOT be taken as investment or business advice.  Every individual should do their due diligence to make their own financial decisions based on their financial situation and tolerance for risk


  1. Congratulations on your trading profits!

    A long time ago, I have traded too.
    But now the days are gone!
    I´m now just an investor ;-)


    1. Dividenden-Sammler,

      I do not trade very often myself. With that being said, it was good to have a profit from this trade as I lost a bit of money trading this stock one before when it was called Research in Motion (RIM) prior to switching its name to Blackberry.

  2. Congrats on a good month. My approach is similar to yours, a steady investing core with a few swing trades around the edges. Best of luck on a great 2014

    1. Bryan,

      Thanks. I would like to trade a little bit more to help fund the investing quicker, but I am at work the whole time the market is opened each day. That limits my choices to actively trade. I am still able to invest and collect the dividends without a problem though.