(1) Blossom Portfolio including TFSA, RRSP, Non-registered accounts 1. Purchases in TFSA using $7k new contributions and dividends: 27 $ATD @ $74.86 1 $ATD @ $77.2 4 $CNR @ $144.77 1 $CSU @ $4493 My TFSA account has reached $186,500 in value on top of $82,000 original contributions. You can find my TFSA portfolio holdings and performance here: https://www.solofire.ca/tfsa 2. Purchase in RRSP using dividends: $CNR 1 share @ $144.32 3. Purchase in non-registered account using dividends: $CNR 2 shares @ $146.82 (2) Smith Maneuver Portfolio (not tracked on Blossom) This is a leveraged portfolio investing borrow fund from my HELOC. No trade was made in the past month. Note that this is a strategy with higher risks, not recommended for new investors. Here are my current holdings: ATD $10,207.75 CNR $11,234.68 CSU $9,506.04 $IFC$5,937.45 $MEQ$5,142.50 $GOOG CDR $6,103.90 $AMZN CDR $9,178.00 $VISA CDR $7,908.04 - Total: $65,218.36 (Principal is $60,000, up $5218 or 8.73%) - HELOC balance: -$60,795.18 You can check out my full Smith Maneuver setup in this blog post: https://www.solofire.ca/blog/fire-guides/smith-maneuver/step-by-step-smith-maneuver-guide (All $ represents CAD)
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2 Comments
Marie
@mariposa07 · 1yr
Your profile is so impressive! Wow! I am also a solo aspiring FIRE. Newer to the game, but learning also the past few years.
Avadesh
@avad5221 · 1yr
Thank you so much Man!
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