Archive | 2.33

Inner Look

10 Apr

What are my gains or losses?  What have I collected in distribution or dividends?

To be honest, I have no clue.  I have a rough estimate, but I’ve done a lot of deposits and withdrawals over the years that I have lost count.  I have not been keeping a good track record of my stock portfolio.  My first trading account was with TD Waterhouse, then I switched to BMO Investorline.  Those records are long gone.

Today, I decided to take an inner look at my stock portfolio.  I need to get down to the bottom of this.  So I dug up some older records from my current trading brokerages.  Currently, I have invested $86758.61 of my own money.  This is not an accurate count of all profits as I have withdrawn distributions/dividends out of my accounts for personal usage.

  • Scotia Margin:  $5983.86
  • QT Margin:  $19912.95
  • QT TFSA:  $20000.00
  • QT RRSP: $30650.00
  • ING Direct:  $10211.80



Sold off my RSP ING Streetwise Growth Fund

10 Apr

Today, I sold off my RSP ING Streetwise Growth Fund at a realized gain of 9.99% for a total amount of $11,205 give or take.  I will be transferring this amount over to my QT RRSP account to add more live to my portfolio. 

Both my RRSP and TFSA accounts have suffered in the past few years due to my impatience.  Time for me to really re-evaluate my trading positions across the board.  Maybe, I need to start taking in my profits before the 52 week highs come crushing down such a fine example of today. 

Currently, I have thirteen positions within my stock portfolio.  I would like to decrease my number of holdings in my QT RRSP account.