Tuesday, December 30, 2014

Portfolio update - Latest holding

Sold HSE and CPG, below is the latest portafolio

Financial:   BNS.to, TD.to, BMO.to
Telecom:  T.to, RCI.B.to
Utility: IPL.to,  TRP.to
REIT: NPR.UN, D.UN
Energy: SU.to,  CNQ.to,
Material: TCK.B
Industrial: CNR.to
Consumer:  UL
Tecknology: GOOGL

Total: 15 stocks
Total value: $42,653.21
Yearly dividend: around $2k

Sunday, December 21, 2014

Get a free $50 Visa card when you book an appointment with RBC

I met with RBC last week and got the $50 visa gift card.

here is the detail from this deal.

http://www.rbc.com/get50

Not sure you're getting the most out of your bank?
We've got $50 that says we can save you more with a banking account at RBC Royal Bank® when you come in for a no-obligation everyday banking review. Simply bring us a banking statement from any other bank, and we'll find the savings for you. We're so sure of it we'll give you a $50 VISA‡ Gift Card with no strings attached!
When you come in, we will:
  • Discuss your everyday banking needs
  • Review your previous bank account statement with you
  • Find ways to save you money with banking accounts starting from just $4
  • Provide you with a $50 VISA‡ Gift Card just for reviewing your banking needs with us
  • No product purchase required

Recent sell - HSE

I used the bounce to sell HSE at $27, to further reduce my energy weighting. my cost is $26.5

currently I have SU, CNQ and CPG in energy sector, and IPL, TRP in pipeline sector.

I need to average down my cost in SU and CNQ, these 2 stocks are my long term holding. I may sell CPG for tax loss to offset my capital gain before Dec 24.

Wednesday, December 17, 2014

Portfolio update - Latest holding

Financial:   BNS.to, TD.to, BMO.to
Telecom:  T.to, RCI.B.to
Utility: IPL.to,  TRP.to
REIT: NPR.UN, D.UN
Energy: CPG.to,  SU.to,  CNQ.to, HSE.to
Material: TCK.B
Industrial: CNR.to
Consumer:  UL
Tecknology: GOOGL

Total: 17 stocks
Total value: $43,286
Yearly dividend: $1744

dividend income from Oct -Dec 17, 2014

I am transferring out following dividend out of my account to LOC account today.

Nov. 7, 2014,  REI.UN - $11.75
Nov. 17, 2014, CPG - $11.5
Dec. 5, 2014, REI.UN - $11.75
Dec. 11, 2014, UL, - $20.59
Dec. 15, 2014, D.UN - $18.67
Dec. 15, 2014, CPG, - $23

Total: 97.26

Wednesday, December 10, 2014

Recent buy - BMO, IPL, T

its bloody in the market. picked up shares of BMO ( bank of Montreal ) at 78, IPL (Inter Pipeline) at 29, T (Telus) at 40.2, using up the cash from selling SLF, REI and ENB a few days ago.

Friday, December 5, 2014

ENB jumps 10%, as dividend is increased 33%

ENB jumped over $60 yesterday, as it announced to increase dividend by 33%. This will be a core holding for me, so not sell, even though I expect it fall back a bit.