The market value of the companies are updated as they happen, but with a 20 minute delay. All the positions listed below are stocks, ETFs or REITs purchased for this stock portfolio. All other numbers will be updated manually one a month. The values listed in the table for options is the premium received minus commissions.
This first sheet of the spreadsheet are Canadian positions The second sheet of the spreadsheet are US positions. Please note, towards the bottom of the "Canadian Stocks" sheet is the Total portfolio balance in Canadian Dollars.
The US stock portfolio was introduced on Nov 2, 2019. I have owned this stock since 2012. The USD cash amount was always included in the cash line as combined Canadian dollars. The market value will now be included going forward.
As of time of update on Aug 1, 2020 , the value of the portfolio is $110221.30.