Mostly Canadian Best Guesses
Generally: Initial position size is $500+, next buy is any $100 increments, initial cash is $20k, go to 8 decimals for transactions, convert USDCAD at time of transaction, Selling on a FIFO basis to reduce UrCB, hover over CB to see $cost/share, trackers started Feb 7, 2025 (can compare against index tracker portfolio here: https://www.digrin.com/portfolio/33084-index-track-and-compare/), cash.to is only ever bought and sold at $50, all dividend positions are DRIPing except cash. No commission or FX fees so ADJ CB should always be $20k. Tracking GoogleSheet: https://docs.google.com/spreadsheets/d/1CtlgASZwkuZmdrjk63br8yWKMcryIme07o9iGjBeizY/edit?usp=sharing
Portfolio Value
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| Stock | % | Shares | Price | Adjusted CB | Ur CB | Value | G/L | G/L % | R G/L | Ur G/L% | XIRR | YoC | Note |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total (66): | CA$20,000 | CA$25,701.76 | CA$28,584.87 | CA$8,584.87 | 42.92% | CA$5,935.44 | 10.16% | 27.60% | 1.33% | ||||
| ATS.TO | 0.00% | 0 | CA$38.25 | CA$7.62 | - | - | -CA$7.62 | -1.52% | -CA$7.62 | - | -6.45% | - | EXITED. Excessive m… |
| BABA | 0.00% | 0 | CA$171.39 | -CA$75.20 | - | - | CA$75.20 | 12.53% | CA$75.20 | - | 34.96% | - | Exchange rate at ti… |
| BDGI.TO | 2.47% | 7.96 | CA$88.86 | CA$56.14 | CA$300 | CA$707.29 | CA$651.15 | 65.11% | CA$259.02 | 126.97% | 79.75% | 2.07% | - |
| BIDU | 1.75% | 3.20 | CA$155.77 | CA$322.91 | CA$400 | CA$499.24 | CA$176.32 | 11.02% | CA$77.09 | 24.81% | 26.90% | - | Exchange rate at ti… |
| BILI | 0.00% | 0 | CA$26.78 | -CA$55.86 | - | - | CA$55.86 | 13.96% | CA$55.86 | - | 76.47% | - | EXITED. Lost convic… |
| BLM.V | 0.00% | 0 | CA$0.95 | CA$106.39 | - | - | -CA$106.39 | -10.64% | -CA$106.39 | - | -18.08% | - | - |
| BQE.V | 0.00% | 0 | CA$74.99 | -CA$172.86 | - | - | CA$172.86 | 17.29% | CA$172.86 | - | 4694.53% | - | EXITED. Exceeded fa… |
| BRK-B | 0.00% | 0 | CA$717.15 | -CA$32.04 | - | - | CA$32.04 | 6.41% | CA$32.04 | - | 22.00% | - | EXITED. Unnecessary… |
| BTCX-B.TO | 14.78% | 329.52 | CA$12.82 | CA$5,925.75 | CA$6,000 | CA$4,224.40 | -CA$1,701.35 | -27.44% | CA$74.25 | -29.59% | -30.77% | - | - |
| CASH.TO | 8.88% | 50.77 | CA$50.02 | CA$2,538.42 | CA$2,651.76 | CA$2,539.43 | CA$1.02 | 0.00% | CA$30.87 | 0.04% | 1.99% | 2.30% | Tracks cash in port… |
| CCL-B.TO | 1.95% | 6.00 | CA$92.95 | CA$317.93 | CA$400 | CA$557.54 | CA$239.61 | 23.96% | CA$98.05 | 34.71% | 28.77% | 2.16% | - |
| CGL-C.TO | 3.44% | 20.45 | CA$48.04 | CA$809.15 | CA$800 | CA$982.24 | CA$173.09 | 8.24% | -CA$9.15 | 22.78% | 14.14% | - | - |
| CRM | 2.16% | 2.40 | CA$257.99 | CA$599.34 | CA$600 | CA$617.98 | CA$18.64 | 2.66% | CA$3.10 | 2.61% | 7.36% | 0.99% | Exchange rate at ti… |
| CXI.TO | 1.72% | 16.69 | CA$29.46 | CA$400 | CA$400 | CA$491.61 | CA$91.61 | 22.90% | - | 22.90% | 49.56% | - | - |
| DBO.TO | 2.94% | 689.66 | CA$1.22 | -CA$1,018.97 | CA$100 | CA$841.38 | CA$1,860.34 | 186.03% | CA$1,118.97 | 741.38% | 1142.52% | - | - |
| DCBO.TO | 2.57% | 25.39 | CA$28.96 | CA$706.63 | CA$700 | CA$735.29 | CA$28.67 | 1.19% | -CA$6.63 | 5.04% | 3.31% | - | - |
| DFY.TO | 0.00% | 0.00000 | CA$80.03 | -CA$156.48 | - | - | CA$156.48 | 14.23% | CA$156.48 | - | 47.26% | - | - |
| DRX.TO | 2.81% | 51.39 | CA$15.62 | CA$500 | CA$500 | CA$802.74 | CA$302.74 | 60.55% | CA$1.03 | 60.21% | 183.19% | 0.41% | - |
| DSG.TO | 2.24% | 6.09 | CA$105.28 | CA$603.71 | CA$600 | CA$640.75 | CA$37.04 | 5.29% | -CA$3.71 | 6.79% | 13.50% | - | - |
| DTOL.TO | 2.12% | 65.02 | CA$9.30 | CA$1,039 | CA$800 | CA$604.65 | -CA$434.34 | -31.02% | -CA$239 | -24.42% | -50.61% | - | - |
| DXT.TO | 0.00% | 0.00000 | CA$15.58 | -CA$29.09 | - | - | CA$29.09 | 7.27% | CA$28.78 | - | 31.72% | - | - |
| ELF.TO | 0.00% | 0 | CA$1,310.00 | -CA$173.64 | - | - | CA$173.64 | 17.36% | CA$173.64 | - | 49905.00% | - | EXITED. Poor tracki… |
| ENGH.TO | 2.16% | 35.96 | CA$17.18 | CA$879.24 | CA$800 | CA$617.87 | -CA$261.37 | -13.76% | -CA$16.02 | -29.06% | -18.94% | 5.57% | - |
| ET.TO | 2.67% | 47.62 | CA$16.05 | CA$506.74 | CA$500 | CA$764.37 | CA$257.63 | 25.76% | CA$88.41 | 30.28% | 41.25% | 7.81% | - |
| FLD | 0.00% | 0.00000 | CA$2.57 | CA$127.35 | CA$0 | - | -CA$127.35 | -25.47% | -CA$127.35 | - | - | - | EXITED. Swapped out… |
| FLWS | 0.00% | 0 | CA$5.47 | CA$121.87 | - | - | -CA$121.87 | -6.41% | -CA$121.87 | - | -55.91% | - | EXITED. Lost convic… |
| FTG.TO | 2.32% | 28.86 | CA$22.96 | CA$59.89 | CA$300 | CA$662.73 | CA$602.84 | 50.24% | CA$240.11 | 120.91% | 109.52% | - | - |
| GIB-A.TO | 2.31% | 6.43 | CA$102.61 | CA$920.03 | CA$800 | CA$659.35 | -CA$260.68 | -16.29% | -CA$115.79 | -18.07% | -23.27% | 0.55% | - |
| GRGD.TO | 2.29% | 11.57 | CA$56.61 | CA$600 | CA$600 | CA$654.70 | CA$54.70 | 9.12% | - | 9.12% | 20091.51% | 4.43% | - |
| GSY.TO | 0.00% | 0.00000 | CA$47.62 | CA$427.16 | - | - | -CA$427.16 | -42.72% | -CA$419 | - | -84.63% | - | EXITED. Macro shift… |
| GWO.TO | 0.02% | 0.07292 | CA$92.94 | -CA$345.12 | - | CA$6.78 | CA$351.90 | 35.19% | CA$343.38 | - | 76.84% | - | - |
| HMM-A.TO | 0.00% | 0.00000 | CA$22.72 | CA$0.33 | - | - | -CA$0.33 | -0.02% | -CA$0.39 | - | -0.09% | - | EXITED. Lowered con… |
| HPS-A.TO | 0.00% | 0.00000 | CA$250.69 | -CA$852.94 | - | - | CA$852.94 | 47.39% | CA$844.07 | - | 208.88% | - | EXITED. Exceeded fa… |
| IAG.TO | 2.41% | 3.33 | CA$207.27 | CA$500 | CA$500 | CA$689.57 | CA$189.57 | 37.91% | CA$10.12 | 35.38% | 45.83% | 2.93% | - |
| IFC.TO | 2.08% | 2.16 | CA$275.25 | CA$600 | CA$600 | CA$594.92 | -CA$5.08 | -0.85% | CA$11.45 | -2.81% | -0.86% | 2.12% | - |
| IFOS.V | 0.00% | 0 | CA$2.25 | CA$31.36 | - | - | -CA$31.36 | -5.23% | -CA$31.36 | - | -15.24% | - | EXITED. Low convict… |
| KXS.TO | 2.59% | 4.41 | CA$168.00 | CA$732.59 | CA$700 | CA$740.82 | CA$8.23 | 0.91% | -CA$32.59 | 5.83% | 1.53% | - | - |
| LOVE.V | 2.64% | 399.69 | CA$1.89 | CA$696 | CA$700 | CA$755.42 | CA$59.42 | 7.43% | CA$4 | 7.92% | 8.71% | - | - |
| LULU | 0.00% | 0 | CA$166.65 | -CA$120.49 | - | - | CA$120.49 | 24.10% | CA$120.49 | - | 89.76% | - | EXITED - Reached fa… |
| MAL.TO | 3.37% | 27.77 | CA$34.66 | -CA$200.72 | CA$300 | CA$962.68 | CA$1,163.40 | 105.76% | CA$512.43 | 212.03% | 238.00% | 1.85% | - |
| MG.TO | 0.00% | 0.00000 | CA$96.14 | -CA$136.94 | - | - | CA$136.94 | 27.39% | CA$135.17 | - | 68.86% | - | EXITED. Lowered con… |
| MSFT | 2.10% | 0.92 | CA$651.51 | CA$499.28 | CA$500 | CA$600.85 | CA$101.57 | 16.93% | CA$2.79 | 19.72% | 53.40% | 0.94% | Exchange rate at ti… |
| NTDO.NE | 0.00% | 0.00000 | CA$7.98 | CA$13.89 | - | - | -CA$13.89 | -1.39% | -CA$9.83 | - | -2.21% | - | EXITED. Slow growth |
| NTR.TO | 1.79% | 5.29 | CA$96.76 | CA$500 | CA$500 | CA$511.63 | CA$11.63 | 2.33% | CA$4.01 | 2.33% | 24.81% | 3.21% | - |
| NU | 0.00% | 0 | CA$20.09 | -CA$226.22 | - | - | CA$226.22 | 22.62% | CA$226.22 | - | 182.90% | - | EXITED - Buffet Sol… |
| NVR | 0.00% | 0 | CA$8,617.86 | -CA$105.52 | - | - | CA$105.52 | 10.55% | CA$105.52 | - | 110.92% | - | EXITED. Macro-shift… |
| NWC.TO | 1.93% | 10.83 | CA$50.85 | CA$500 | CA$500 | CA$550.70 | CA$50.70 | 10.14% | CA$17.41 | 6.65% | 9.80% | 3.55% | - |
| PATH | 2.26% | 36.09 | CA$17.89 | CA$500 | CA$500 | CA$645.59 | CA$145.59 | 29.12% | - | 29.12% | 177.04% | - | Exchange rate at ti… |
| PDD | 0.00% | 0 | CA$124.16 | -CA$7 | - | - | CA$7 | 1.75% | CA$7 | - | 7.83% | - | EXITED. Lost convic… |
| PNG.V | 1.42% | 69.77 | CA$5.81 | -CA$558.63 | CA$150 | CA$405.35 | CA$963.97 | 64.26% | CA$708.63 | 170.23% | 202.55% | - | - |
| RHM.NE | 0.00% | 0.00000 | CA$6.71 | CA$113.02 | - | - | -CA$113.02 | -18.84% | -CA$112.59 | - | -66.78% | - | EXITED. Macro shift |
| RMD | 0.00% | 0.00000 | CA$295.78 | CA$4.67 | - | - | -CA$4.67 | -0.93% | -CA$4.67 | - | -2.93% | - | EXITED. Low major c… |
| RX.V | 0.00% | 0.00000 | CA$14.75 | -CA$121.09 | - | - | CA$121.09 | 17.30% | CA$119.44 | - | 23.40% | - | EXITED. Raising cash |
| SIRI | 2.00% | 13.79 | CA$41.53 | CA$367.73 | CA$400 | CA$572.66 | CA$204.93 | 25.62% | CA$56.96 | 34.96% | 33.25% | 5.22% | Exchange rate at ti… |
| SIS.TO | 2.35% | 23.11 | CA$29.12 | CA$275.51 | CA$400 | CA$672.98 | CA$397.47 | 19.87% | CA$151.96 | 57.89% | 39.95% | 3.24% | - |
| STC.TO | 0.00% | 0 | CA$5.45 | CA$49.85 | - | - | -CA$49.85 | -9.97% | -CA$49.85 | - | -24.56% | - | EXITED. Unreliable … |
| STM | 2.22% | 8.63 | CA$73.45 | CA$129.99 | CA$300 | CA$633.67 | CA$503.67 | 55.96% | CA$178.20 | 106.36% | 96.51% | 1.45% | Exchange rate at ti… |
| STN.TO | 2.12% | 6.12 | CA$98.93 | CA$800 | CA$800 | CA$605.29 | -CA$194.71 | -24.34% | CA$4.24 | -24.77% | -32.66% | 0.75% | - |
| SVR-C.TO | 3.50% | 32.35 | CA$30.92 | CA$495.96 | CA$600 | CA$1,000.11 | CA$504.15 | 50.42% | CA$104.04 | 66.68% | 62.48% | - | - |
| TGH.V | 0.00% | 0 | CA$1.92 | -CA$592.71 | - | - | CA$592.71 | 39.51% | CA$592.71 | - | 176.12% | - | EXITED. Went privat… |
| TSU.TO | 0.00% | 0 | CA$41.66 | -CA$302.46 | - | - | CA$302.46 | 20.16% | CA$302.46 | - | 43.02% | - | EXITED. Raising cas… |
| U-UN.TO | 3.61% | 40.42 | CA$25.54 | CA$1,000 | CA$1,000 | CA$1,032.29 | CA$32.29 | 3.23% | - | 3.23% | 4.24% | - | - |
| WNS | 0.00% | 0 | CA$107.22 | CA$0.34 | - | - | -CA$0.34 | -0.09% | -CA$0.34 | - | -2.08% | - | EXITED - Bought out |
| WPK.TO | 0.00% | 0.00000 | CA$43.97 | -CA$35.02 | - | - | CA$35.02 | 2.33% | CA$34.97 | - | 6.44% | - | EXITED - Slow growth |
| XEC.TO | 0.00% | 0.00000 | CA$42.40 | -CA$34.75 | - | - | CA$34.75 | 4.63% | CA$34.46 | - | 28.02% | - | EXITED. Wanted cash |
| XEF.TO | 0.00% | 0.00000 | CA$51.87 | -CA$32.03 | - | - | CA$32.03 | 4.27% | CA$31.69 | - | 26.19% | - | EXITED. Wanted cash |
| Total: | CA$20,000 | CA$25,701.76 | CA$28,584.87 | CA$8,584.87 | 42.92% | CA$5,935.44 | 10.16% | 27.60% | 1.33% |