Thursday, June 1, 2017

Portfolio Update - May 2017

  This is just going to be a quick update as I have been busy lately.

  • Added 5 units of HNY.TO in TFSA at  $13.38 for a total cost of $66.92 including commissions. The commission is free for purchasing some ETFs with my brokerage, but there is a $0.02 ECN fee.  The ECN fee is on a per unit basis so more units purchased would me high ECN fees.
  • My short  $62 Put option in TD.TO expired worthless
  • My short $92 Put option in RY.TO expired worthless. Then sold another put in RY.TO at $91 strike price and a June 2 expiration date.

Shares Acquired Through DRIP


3 Unit of D.UN.TO @ $19.8735  for a total cost of $59.62 (Margin Account)

1 units  of CUF.UN @ $13.2035 for a total cost of $13.20 (TFSA)

Please note, that the DRIPs inside my margin account and TFSA are synthetic drips which indicate the distribution or dividend must be enough to purchase whole shares. 


As of April 30, the value of the portfolio is $104822.69. This is a 0.562 %  increase over last month's total.  The spreadsheet in the investment tab above has been updated.

 Disclosure:   own 100 shares of TD.TO in margin account
                   
Disclosure:  Long D.UN, HNY, CUF.UN, TD

Please Note:  All stocks are from the Toronto Stock Exchange.

DISCLAIMER
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.





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