To: Underexposed who wrote (50 ) 6/23/2018 2:01:08 PM From: Underexposed Read Replies (1) | Respond to of 65 Portfolio update June 22/18 - another nice gain of 1% plus new stocks added Slow and steady is the way to go IMHO. I would be totally happy with a 0.5% gain per week :) Here is the chart for the portfolio Current Portfolio as of June 22, 2018 Ticker Company Shares Price Value % Gain/loss Dividends DRG/UN.TO Dream Global REIT 1000 $14.53 $14,530.00 13.96% $500.03 ADW/A.TO Andrew Peller Ltd. Class A 2000 $17.99 $35,980.00 1.07% $180.00 CF.TO Canaccord Financial Inc. 5000 $7.25 $36,250.00 5.84% $50.00 TLT.V Theralase Technologies Inc 9250 $0.380 $3,515.00 -6.17% $0.00 CWX.TO Canwel Holdings Inc 1500 $7.34 $11,010.00 2.23% $0.00 AI.TO Atrium Mortgage Investment 850 $12.93 $10,990.50 -0.15% $0.00 Totals $112,275.50 $730.03 Dividends added to available cash %Gain/Loss based on Value only...no dividends ORDERS June 18/18: Limit buy of 1500 shares of Canwell Holdings Inc @ $7.18/share Done June 18/18 June 18/18: Limit buy of 850 shares of Atrium Mortgage Investment @ $12.95/share Done June 18/18
Underexposed Canadian Fantasy Portfolio Value Initial: $100,000.00 Cash : $656.25 Date Value %Gain/Loss 15-Dec $100,000.00 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% 22-Jun $112,931.75 12.9%
Conclusion Canaccord continues to perform well and we had a nice bounce from Theralase.Theralase is really a long term hold. It will be entering Phase II of its trials soon and there is high hopes for this stock given its performance in their Phase I trial. This should be a stable portfolio in content for a while. Check out Breakwater BRE.TO.... another choice has taken off as well but I was limited in funds in this portfolio... though I did make a purchase in my real portfoilio. Good Trading UE