Tag Archives: KEG.UN

Small Caps vs Big Caps

13 Nov

Is there an advantage between investing in a small cap vs big cap stock?  Small caps have more room to grow than big caps.  Every company has to start off somewhere.  Some will rise, some will fall.  All in all, pick your companies wisely.

All my small caps are Canadian companies that pays monthly income.   All my big caps are American companies.

Note:  All stocks have different amount invested.  Each stock provides different risk factors.  Therefore, I only put down money that I am willing to bet on the stock.

Small Caps
Ticker Market Cap Performance
KEG.UN 182.00M 30.86%
BFP.UN 319.42M 129.10%
LIQ 325.18M -19.75%
CHE.UN 660.94M 8.63%
Average 37.21%
Big Caps
Ticker Market Cap Performance
GOOG 342.86B 67.41%
T 184.22B -5.16%
KO 176.64B 0.76%
V 126.57B 13.99%
Average 19.25%
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Planning on a Sleepy Portfolio

4 Oct

What would happen if I just didn’t do any trades for the year 2013?  At the end of the year, I’d have to withdraw from my Scotia and Questrade brokerage accounts for my upcoming down payment.  Just by keeping my stocks, I’d have a monthly flow of dividends and distributions coming my way.  Not to mention the potential of price appreciation or depreciation within the year.  Most likely, I see the prices of my stocks going up with a big question mark for CLF though. Here’s a break down of my current holdings:

Ticker Dis/Div Comments
BPF.UN       235.20 This is my superstar!
IPL.UN       450.48 Very strong contender!
CHE.UN    2,172.00 Invested lots, hope it appreciates.
KEG.UN        96.00 Classy dining unit trust.
BMO    1,152.00 Lagging behind other Canadian Banks.
CLF       250.00 This is my loser stock!
REI.UN       552.00 Newly aquired, it better go up!
WYN        92.00 Aquired for price appreciation mostly.
Total  $4,999.68 If I kept all my stocks for the year!

Collecting from Stocks- June Recap

30 Jun

There wasn’t any trades in June except for one BUY transaction:  CHE.UN – 300 shares @ $14.60 in my Scotia Itrade Margin account.  Scotia Itrade recently updated its website look.  With this change, their commission based price jumped from $19.99 to $24.99 per trade for assets under $50,000.  I am not too happy, but I’ll still keep my account active with the stocks that I’m currently holding.  Maybe this is a good sign to encourage me not to trade as often.

For the month of June 2012, I’ve collected a total of $216.14 in distributions from my unit trusts:

BPF.UN: $19.60
CHE.UN: $151.00
IPL.UN: $37.54
KEG.UN:  $8.00

All of my unit trusts are making me money except for CHE.UN!  Yet, I have the biggest stake in this particular unit trust.  Yes, I made the mistake of buy it at the wrong time.  Now, I deal with the consequences of being impatient and wanting to get into the stock when my capital was available.  The one problem I have is never wanting any freed up money to be sitting in cash.  That’s my pet peeve.  So I always try to buy a stock or unit trust right away which can be disastrous.

Never buy at the top, I’ve been hit hard by Apple… but if you believe in the company, please HOLD instead of selling out like I did on Apple.  Usually, I am a true stickler, but I just snapped during that week when everything was crashing down day after day.  Frustration and fear took over me leading to my own demise now.  Stuck with losses up to my neck.  Climbing out of the red will  be hard, but if I just forget about it and let my distributions flow… I’ll be ahead by not selling anything at a loss.

One Trade in November at a LOSS

1 Dec

I sold out Groupon at a loss:  $374.95

If a stock is tanking everyday from your buy in price, it means trouble.  I had to cut my losses when I had the chance.  Today, Groupon is trading at $18.79.  Their lowest point was at $14.85 just a few days ago… always look for the red days to pick up some good value stocks! 

November was a slow month for me.  Not much trading at all.  I picked up a few stocks like Mastercard; Apple; Keg.un and adding a couple hundred shares in Just Energy which never seems to go up but down.  Don’t know why I keep averaging down on that sucker, the monthly dividend is a little more than 10c per share… now I have like 600 shares but with a loss at more than $1200!  Let’s see how time will prevail. 

Today’s trade:  I sold out MA ($420-9.90) and APPL ($90-9.90) to make up for my loss in Groupon.  Just a few days ago, I was deep in the red.  Sometimes, you just have to play the game and set your profits before they go down like a rocket!

TICKER QTY BOUGHT SOLD CHANGE PERCENTAGE
GRPN 100 2,869.95 2,495.00 -374.95 -13.07%