Tag Archives: WYN

Trade Alert

25 Jan
  1. Jan 25th- Sold CHE.UN in RRSP: 240 @ $16.48/share  |  Loss $24.00
  2. Jan 25th- Sold WYN on Margin: 100 @ $56.80/share  |  Gain $310.00
  3. Jan 25th- Sold AAPL in TFSA: 10 @ $441.50/share  |  Loss $703.94
  4. Jan 25th- Bought MA in RRSP: 10 @ $519.75/share
  5. Jan 25th- Bought V in TFSA: 27 @ $159.60/share
  6. Jan 25th- Bought INTC on Margin:  500 @ $20.99/share

Time to shake things up a bit.  I needed to infuse my portfolio with some good stable companies, so I decided to cut my losses in Chemtrade and Apple to buy Mastercard and Visa.

Chemtrade:  I’ve been overweight in Chemtrade for a while, the stock price has been flat ever since I bought into it.  However, I collected $0.10 per share each month from them, thus why, I kept it for so long.  I still have 300 shares left in my margin account and 1270 share in my TFSA.

Wynn:  This was bought on October 5, 2012 on purely margin.  I was looking for price appreciation.  The price on this stock was depressed for most of the time I held it.  Finally, it made a break for higher ground, so I decided to sell at a gain before it bottoms up again.

Apple:  I was up $500 on this baby when I held it in the first few days.  In hindsight, I should have sold it and taken the profit as I was on 100% margin.  But I decided to move the funds over to my TFSA where it ultimately cost me dearly.  Analysts are beating up Apple over its latest earnings report.  I still think Apple is a great company, but I can’t hold it any longer with losses up to my eyes.

Mastercard and Visa:  Both stocks, I have owned before and regretted selling them too early.  Now, I re-buy them at a higher price.  I am looking to hold them for a while to see if they will churn out even more gains.

Intel:  Bought this purely to make up some ground for my Apple loss.  Upcoming dividend of $0.2250/share will surely bring up the price a bit for the next week.

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A couple of dissapointing weeks in October

1 Nov

Sure enough, what goes up must come down.  Cliff Natural Resources was making an effort to climb out of its depths, only be push back down into the mid 30s price range.  My new buys for REI.UN and WYN haven’t done so well since I added them to my portfolio.  I had WYN at a profit, maybe I should have taken the capital gain… what little of it than to hold out for a come back.  Anyways, I’m really surprised that I haven’t made any changes to my portfolio.  I am being strong here.  I was doing better a few weeks back than now especially with the anti-climatic fall of Google.

Anyways, I’m going to buy Google’s Nexus 4 by LG android phone.  It’s my Xmas bonus from my new job 🙂  Hmm, or I shouldn’t buy into new toys and just use my mediocre HTC smartphone till my contract ends??  I’ve only used it over a year…  Decisions, decisions, what to do?  By the time, I’m done with my contract with Bell… maybe the smartphone market will drop and become cheaper overall like TVs!

Traveling is just around the corner for me!  In February, I’ll be taking full two weeks off!  I haven’t had a long vacation in six years!  I’ll be re-visiting Rome for three days and cruising ten days in the Mediterranean!  This will definitely make a dent in my savings, but you know what… You can’t always be that tight with your money!  Gotta enjoy life while you can!

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!

I ended up buying WYN!

4 Oct