Friday June 15 Portfolio Update - nice gains for Canaccord Financial Inc. [TSX:CF]
Well except for Canaccord it was not a great week. I did sell a good portion of Dream Global REIT. This reduced the cost of the remaining shares and I will hang on to this remainder as I don't think this is the end of the run for them and by selling 1500 I get money to shares in 2 new companies.
Here is the portfolio status as of Friday
| Current Portfolio as of June 15, 2018 |
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| | Ticker | | Company | | Shares | | Price | | Value | | Dividends | | % Gain/loss | |
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| | DRG/UN.TO | Dream Global REIT |
| 1000 |
| $14.28 |
| $14,280.00 |
| $333.35 |
| 53.42% |
| | ADW/A.TO |
| Andrew Peller Ltd. Class A |
| 2000 |
| $18.06 |
| $36,120.00 |
| $180.00 |
| 1.97% |
| | CF.TO |
| Canaccord Financial Inc. |
| 5000 |
| $7.15 |
| $35,750.00 |
| $50.00 |
| 4.53% |
| | TLT.V |
| Theralase Technologies Inc | 9250 |
| $0.360 |
| $3,330.00 |
| $0.00 |
| -11.11% |
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| Totals |
| $89,480.00 |
| $563.35 |
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| | ORDERS |
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| Buy 9250 shares of Theralase Technologies inc @ $0.405/share - done June 8, 2018 |
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| June 10/18 - Limit Stop-loss order for DRG/UN.TO for 1500 shares @ $14.90 - $14.95 |
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| Limit order triggered on June 11 for $14.90/share | | | | | | |
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| Underexposed Canadian Fantasy Portfolio Value |
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| | Initial: |
| $100,000.00 |
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| | Cash : |
| $22,433.75 |
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| | Date | | Value | | %Gain/Loss |
| | 15-Dec |
| $100,000.00 |
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| | 22-Dec |
| $99,900.00 |
| -0.1% |
| | 29-Dec |
| $104,680.00 |
| 4.7% |
| | 5-Jan |
| $107,615.00 |
| 7.6% |
| | 12-Jan |
| $106,765.00 |
| 6.8% |
| | 19-Jan |
| $112,170.00 |
| 12.2% |
| | 26-Jan |
| $107,160.00 |
| 7.2% |
| | 2-Feb |
| $106,065.00 |
| 6.1% |
| | 9-Feb |
| $104,505.00 |
| 4.5% |
| | 8-Jun |
| $110,355.00 |
| 10.4% |
| | 15-Jun |
| $111,913.75 |
| 11.9% |
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ok...overall we gained 1.5%... not bad for a week's work.
The next post will post my comparison of the 4 candidates for this portfolio. This will just be using the Trigger chart as I have already put each company through a complete TA and basically they are all not bad choices.... however I don't have the money to buy all 4 ... I will limit it to only 2.
Good Trading
UE |
