Transfering Employer Shares to Registered Account
I have decided that I am going to transfer the shares I purchase through my company’s employee share purchase plan into my RSP. I am able to do this free of charge through the broker I use (one of our company’s bankers). There are a couple of benefits of doing this. First, I don’t have [...]
Portfolio Performance YTD – 5%
My portfolio YTD is up 5.2% according to Microsoft Money. Let’s look at this in comparison to the overall markets for their YTD numbers: S&P/TSX (Canada): 8.3% FAIL S&P 500: 5.0% PASS Those darn resource stocks in Canada keep shooting the Canadian markets up, and my only true exposure is through Talisman Energy which has [...]
Dividends Received for April – $49.72
April is usually a pretty good month for me in terms of dividends received in my account. This year’s was really no different. In total I received a total of $49.72 in dividends from the companies I own. Here is how it breaks down: Coca-Cola: $10.91 Merck & Co: $15.02 BCE: $19.24 General Electric: $4.55 [...]
Use This Market Opportunity to Unload Merck
After a lot of deliberation, I have decided that I am going to sell my Merck stock and focus on finding a better place for that money. The lawsuits are going fast and furious, and Merck does not seem to be faring well. This article discusses the 71-year old man that Merck now has to [...]
My Portfolio Performance for March
March was a good month – with contributions and investment gain the value of my portfolio increased by $2726.97 to finish at $41,968 as of today. You can see my portfolio here. My strongest performers were Royal Bank, my iUnits International ETF, and IGM Financial. My losers for the month were Pfizer, Epcor Power, and [...]
When to Use Index Funds and When to Use Individual Stocks
If you read a lot of the media on investing, as well as many blogs devoted to personal finance and investing, there is often a debate as to whether an investor should invest in individual stocks, mutual funds, index funds, or some combination of all of them. < ?php tla_ads() ?>My thoughts are that it [...]
Updated Dividend Investment Portfolio Value
I have updated my portfolio value as of March 12, 2006. All the associated charts can be seen here – My Portfolio
Royal Bank Update
My Royal Bank stock had a good day yesterday. Most importantly, the company continues to perform well with profit up. It said that all units have been performing well. The company also annouced a 2 for 1 stock split. This is the second announcement of a stock split for me in the past week. Their [...]
