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Sold My Canadian Bank Holdings, Here’s Why!

Sold My Canadian Bank Holdings, Here’s Why!

  Real Estate bubbles in Toronto and Vancouver, high debt to GDP, high housing prices to median incomes and bank news have spooked me. As a result I have sold all my Canadian Banks and Home Capital Group. Debt/GDP-http://business.financialpost.com/news/economy/canadas-record-household-debt-is-threatening-its-financial-stability-global-bankers-fear Percentage of median income to afford real estate: https://opentextbc.ca/geography/chapter/case-study-2-2/ Median Real Estate Price to median incomes: […]

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Managing My Portfolio For Stock Market Risk (Video)

Managing My Portfolio For Stock Market Risk (Video)

Markets overshoot both to the upside and the downside. I re balance my portfolio allocations of equities and cash depending on which side they are on. I do this to preserve capital and have cash for corrections or crashes that give me better stock prices. As Buffet says I want be greedy when others are […]

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Portfolio February 24th, 2016

stock-exchange-642896_640

This is a breakdown of my portfolio including performance, asset allocation, sector allocation and holdings (1% of portfolio minimum) at the end of the day February 24, 2016. Performance: includes dividends and exchange to Canadian dollars for U.S. account.  Here are our returns to date along with the S&P 500 and the Canadian Market represented […]

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Portfolio Allocation Decision: Diversify, Diworsify or Concentrate

portfolio strategy

From the time I have started investing I have been diversifying my portfolio significantly holding 40 to 50 stocks with all positions under 5% of the portfolio. This is what they tell you you should do and this is what I did. Diversification is supposed to protect downdraft but what about upside? I really needed […]

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Portfolio January 15th, 2016

Do it yourself investing

Here is a breakdown of my portfolio including performance, asset allocation, sector allocation and holdings (2% of portfolio minimum) at the end of the day January 15, 2016. Performance: includes dividends and exchange to Canadian dollars for U.S. account. The allocation helps the portfolio reduce the downdraft compared to fully invested. Of course it means […]

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