Here’s my real-life portfolio. I hope it can inspire some of you to invest on your own.
I will do my best to update this page every 12 weeks or so.
I’m no expert and you can see that some of my stock picks were far from perfect. But on average, a Good Return in the Long Run was still attainable.
Again, guided by the 12-Minute Approach, the core of my holdings is constituted by 12 solid Canadian stocks and also 12 reliable US stocks. With the remaining 12 other stocks in my portfolio, I sometime take the liberty to tackle a bit more risk.
To reduce time spent monitoring and managing my portfolio, I contempt myself within these three 12-stock series. Adequate diversification can still be obtained that way.
My Watch Listis also limited to about 12 candidates.
I still try improving my portfolio with only a couple of changes every year as avoiding unnecessary transaction fees is always a priority of mine.
My brokerage accounts are currently with Questrade and i-Trade. I use Cost-Friendly Tools as much as possible and also developed one of my own, the Dip Factor.
I don’t directly manage all my investments as my personal and work-related situation provided me with more tax efficient possibilities. In due time, I’ll eventually be able to transfer all these assets to my DIY accounts. I almost can’t wait! Also note our pension plans are not included in these figures.
Here’s an overview of the evolution of my portfolio since 2008:
DIY Portfolio Value (Total Investment Value) as of January 1st
200816 910.87$ (30 576.82$)
200922 382.12$ (36 903.03$)
201037 017.00$ (66 822.61$)
201144 091.71$ (92 214.53$)
201262 896.37$ (108 299.34$)
201388 633.36$ (146 283.43$)
2014112 231.62$ (185 535.55$)
2015131 723.62$ (215 896.22$)
2016166 813.16$ (254 477.64$)
2017202 116.02$ (297 738.89$)
2018234 451.73$ (338 994.11$)
2019239 937.40$ (346 347.94$)
January 2016 Note: Chart updated with 2016 figures.
January 2017 Note: Chart updated with 2017 figures.
January 2018 Note: Chart updated with 2018 figures.
January 2019 Note: Chart updated with 2019 figures. January 2020 Note: Chart won’t be updated anymore.