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 (64): | CA$20,000 | CA$25,419.18 | CA$28,363.81 | CA$8,363.80 | 41.82% | CA$5,611.02 | 10.67% | 29.77% | 1.31% | ||||
| ATS.TO | 0.00% | 0 | CA$39.19 | CA$7.62 | - | - | -CA$7.62 | -1.52% | -CA$7.62 | - | -6.45% | - | EXITED. Excessive m… |
| BABA | 0.00% | 0 | CA$155.32 | -CA$75.20 | - | - | CA$75.20 | 12.53% | CA$75.20 | - | 34.96% | - | Exchange rate at ti… |
| BDGI.TO | 2.54% | 7.94 | CA$90.57 | CA$56.14 | CA$300 | CA$719.30 | CA$663.16 | 66.32% | CA$257.48 | 131.34% | 86.64% | 2.06% | - |
| BIDU | 1.44% | 2.59 | CA$157.77 | CA$222.91 | CA$300 | CA$409.16 | CA$186.25 | 12.42% | CA$77.09 | 36.39% | 30.80% | - | Exchange rate at ti… |
| BILI | 0.00% | 0 | CA$24.21 | -CA$55.86 | - | - | CA$55.86 | 13.96% | CA$55.86 | - | 76.47% | - | EXITED. Lost convic… |
| BLM.V | 2.64% | 789.13 | CA$0.95 | CA$895.52 | CA$900 | CA$749.67 | -CA$145.85 | -14.59% | CA$4.48 | -16.70% | -24.17% | - | - |
| BQE.V | 0.00% | 0 | CA$67.50 | -CA$172.86 | - | - | CA$172.86 | 17.29% | CA$172.86 | - | 4694.53% | - | EXITED. Exceeded fa… |
| BRK-B | 0.00% | 0 | CA$692.78 | -CA$32.04 | - | - | CA$32.04 | 6.41% | CA$32.04 | - | 22.00% | - | EXITED. Unnecessary… |
| BTCX-B.TO | 14.82% | 314.39 | CA$13.37 | CA$5,725.75 | CA$5,800 | CA$4,203.36 | -CA$1,522.38 | -25.37% | CA$74.25 | -27.53% | -31.12% | - | - |
| CASH.TO | 4.64% | 26.30 | CA$50.04 | CA$1,314.77 | CA$1,469.18 | CA$1,315.96 | CA$1.18 | 0.00% | CA$26.03 | 0.09% | 1.89% | 1.61% | Tracks cash in port… |
| CCL-B.TO | 1.79% | 5.97 | CA$84.90 | CA$317.93 | CA$400 | CA$507.15 | CA$189.22 | 18.92% | CA$95.90 | 23.04% | 25.03% | 2.15% | - |
| CGL-C.TO | 3.64% | 20.45 | CA$50.48 | CA$809.15 | CA$800 | CA$1,032.13 | CA$222.98 | 10.62% | -CA$9.15 | 29.02% | 19.95% | - | - |
| CRM | 1.91% | 2.39 | CA$226.34 | CA$599.34 | CA$600 | CA$540.94 | -CA$58.41 | -8.34% | CA$1.60 | -9.98% | -28.17% | 0.98% | Exchange rate at ti… |
| CXI.TO | 1.59% | 16.69 | CA$26.99 | CA$400 | CA$400 | CA$450.40 | CA$50.40 | 12.60% | - | 12.60% | 35.96% | - | - |
| DBO.TO | 2.72% | 689.66 | CA$1.12 | -CA$1,018.97 | CA$100 | CA$772.41 | CA$1,791.38 | 179.14% | CA$1,118.97 | 672.41% | 1181.88% | - | - |
| DCBO.TO | 2.17% | 25.39 | CA$24.24 | CA$706.63 | CA$700 | CA$615.45 | -CA$91.17 | -3.80% | -CA$6.63 | -12.08% | -12.26% | - | - |
| DFY.TO | 0.00% | 0.00000 | CA$71.05 | -CA$156.48 | - | - | CA$156.48 | 14.23% | CA$156.48 | - | 47.26% | - | - |
| DRX.TO | 2.78% | 51.39 | CA$15.37 | CA$500 | CA$500 | CA$789.89 | CA$289.89 | 57.98% | CA$1.03 | 57.64% | 301.86% | 0.41% | - |
| DSG.TO | 1.80% | 5.11 | CA$99.86 | CA$503.71 | CA$500 | CA$509.80 | CA$6.10 | 1.02% | -CA$3.71 | 1.96% | 2.99% | - | - |
| DTOL.TO | 2.34% | 65.02 | CA$10.23 | CA$1,039 | CA$800 | CA$665.12 | -CA$373.88 | -26.71% | -CA$239 | -16.86% | -50.12% | - | - |
| DXT.TO | 1.50% | 32.61 | CA$13.09 | CA$400 | CA$400 | CA$426.81 | CA$26.81 | 6.70% | CA$3.23 | 5.82% | 30.97% | 3.26% | - |
| 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 | 1.99% | 35.96 | CA$15.70 | CA$879.24 | CA$800 | CA$564.64 | -CA$314.60 | -16.56% | -CA$16.02 | -35.17% | -26.04% | 5.57% | - |
| ET.TO | 2.66% | 47.04 | CA$16.03 | CA$506.74 | CA$500 | CA$754.06 | CA$247.32 | 24.73% | CA$78.77 | 30.11% | 45.30% | 7.71% | - |
| FLD | 0.00% | 0.00000 | CA$2.56 | CA$127.35 | CA$0 | - | -CA$127.35 | -25.47% | -CA$127.35 | - | - | - | EXITED. Swapped out… |
| FLWS | 0.00% | 0 | CA$5.98 | CA$121.87 | - | - | -CA$121.87 | -6.41% | -CA$121.87 | - | -55.91% | - | EXITED. Lost convic… |
| FTG.TO | 2.17% | 28.86 | CA$21.29 | CA$59.89 | CA$300 | CA$614.53 | CA$554.64 | 46.22% | CA$240.11 | 104.84% | 111.62% | - | - |
| GIB-A.TO | 2.12% | 6.41 | CA$93.63 | CA$920.03 | CA$800 | CA$600.50 | -CA$319.53 | -19.97% | -CA$116.88 | -25.24% | -31.25% | 0.55% | - |
| GSY.TO | 0.00% | 0.00000 | CA$39.28 | CA$427.16 | - | - | -CA$427.16 | -42.72% | -CA$419 | - | -84.63% | - | EXITED. Macro shift… |
| GWO.TO | 2.52% | 8.30 | CA$85.94 | CA$345.61 | CA$400 | CA$713.39 | CA$367.78 | 36.78% | CA$73.47 | 71.54% | 80.48% | 5.56% | - |
| HMM-A.TO | 0.00% | 0.00000 | CA$16.94 | CA$0.33 | - | - | -CA$0.33 | -0.02% | -CA$0.39 | - | -0.09% | - | EXITED. Lowered con… |
| HPS-A.TO | 0.00% | 0.00000 | CA$323.47 | -CA$852.94 | - | - | CA$852.94 | 47.39% | CA$844.07 | - | 208.88% | - | EXITED. Exceeded fa… |
| IAG.TO | 2.18% | 3.33 | CA$185.70 | CA$500 | CA$500 | CA$617.81 | CA$117.81 | 23.56% | CA$10.12 | 21.29% | 33.83% | 2.93% | - |
| IFC.TO | 2.10% | 2.15 | CA$277.64 | CA$600 | CA$600 | CA$596.75 | -CA$3.25 | -0.54% | CA$8.29 | -1.96% | 0.02% | 2.11% | - |
| IFOS.V | 1.61% | 171.85 | CA$2.65 | CA$474.75 | CA$500 | CA$455.42 | -CA$19.33 | -3.22% | CA$25.25 | -8.92% | -9.26% | 5.84% | - |
| KXS.TO | 2.42% | 4.41 | CA$155.73 | CA$732.59 | CA$700 | CA$686.71 | -CA$45.88 | -5.10% | -CA$32.59 | -1.90% | -10.06% | - | - |
| LOVE.V | 2.66% | 399.69 | CA$1.89 | CA$696 | CA$700 | CA$755.42 | CA$59.42 | 7.43% | CA$4 | 7.92% | 10.06% | - | - |
| LULU | 0.00% | 0 | CA$161.66 | -CA$120.49 | - | - | CA$120.49 | 24.10% | CA$120.49 | - | 89.76% | - | EXITED - Reached fa… |
| MAL.TO | 3.08% | 27.72 | CA$31.50 | -CA$200.72 | CA$300 | CA$873.28 | CA$1,074 | 97.64% | CA$511.05 | 183.58% | 245.85% | 1.85% | - |
| MG.TO | 0.00% | 0.00000 | CA$91.71 | -CA$136.94 | - | - | CA$136.94 | 27.39% | CA$135.17 | - | 68.86% | - | EXITED. Lowered con… |
| MSFT | 1.43% | 0.74 | CA$551.24 | CA$399.28 | CA$400 | CA$407.02 | CA$7.74 | 1.55% | CA$2.79 | 1.28% | 5.16% | 0.94% | Exchange rate at ti… |
| NTDO.NE | 0.00% | 0.00000 | CA$7.45 | CA$13.89 | - | - | -CA$13.89 | -1.39% | -CA$9.83 | - | -2.21% | - | - |
| NU | 0.00% | 0 | CA$17.80 | -CA$226.22 | - | - | CA$226.22 | 22.62% | CA$226.22 | - | 182.90% | - | EXITED - Buffet Sol… |
| NVR | 0.00% | 0 | CA$9,010.62 | -CA$105.52 | - | - | CA$105.52 | 10.55% | CA$105.52 | - | 110.92% | - | EXITED. Macro-shift… |
| NWC.TO | 1.85% | 10.74 | CA$48.81 | CA$500 | CA$500 | CA$524.40 | CA$24.40 | 4.88% | CA$13.01 | 2.37% | 6.33% | 3.52% | - |
| PATH | 1.52% | 29.24 | CA$14.72 | CA$400 | CA$400 | CA$430.55 | CA$30.55 | 7.64% | - | 7.64% | 62.97% | - | Exchange rate at ti… |
| PDD | 0.00% | 0 | CA$114.20 | -CA$7 | - | - | CA$7 | 1.75% | CA$7 | - | 7.83% | - | EXITED. Lost convic… |
| PNG.V | 1.71% | 69.77 | CA$6.96 | -CA$558.63 | CA$150 | CA$485.58 | CA$1,044.21 | 69.61% | CA$708.63 | 223.72% | 219.94% | - | - |
| RHM.NE | 0.00% | 0.00000 | CA$6.71 | CA$113.02 | - | - | -CA$113.02 | -18.84% | -CA$112.59 | - | -66.78% | - | - |
| RMD | 0.00% | 0.00000 | CA$271.46 | CA$4.67 | - | - | -CA$4.67 | -0.93% | -CA$4.67 | - | -2.93% | - | EXITED. Low major c… |
| RX.V | 1.30% | 26.41 | CA$14.00 | CA$247.32 | CA$300 | CA$369.73 | CA$122.41 | 17.49% | CA$63.27 | 19.15% | 23.45% | 1.94% | - |
| SIRI | 1.90% | 13.79 | CA$39.00 | CA$367.73 | CA$400 | CA$537.76 | CA$170.04 | 21.25% | CA$56.96 | 26.73% | 29.89% | 5.21% | Exchange rate at ti… |
| SIS.TO | 2.40% | 23.07 | CA$29.47 | CA$275.51 | CA$400 | CA$679.93 | CA$404.42 | 20.22% | CA$150.89 | 59.79% | 43.22% | 3.23% | - |
| STC.TO | 0.00% | 0 | CA$5.00 | CA$49.85 | - | - | -CA$49.85 | -9.97% | -CA$49.85 | - | -24.56% | - | EXITED. Unreliable … |
| STM | 3.17% | 8.62 | CA$104.35 | CA$129.99 | CA$300 | CA$899.07 | CA$769.08 | 85.45% | CA$177.13 | 193.18% | 165.25% | 1.45% | Exchange rate at ti… |
| STN.TO | 2.16% | 6.10 | CA$100.29 | CA$800 | CA$800 | CA$612.17 | -CA$187.83 | -23.48% | CA$2.74 | -23.74% | -36.92% | 0.75% | - |
| SVR-C.TO | 4.21% | 32.35 | CA$36.94 | CA$495.96 | CA$600 | CA$1,194.82 | CA$698.87 | 69.89% | CA$104.04 | 99.14% | 96.36% | - | - |
| 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 | 1.42% | 9.47 | CA$42.62 | CA$100.44 | CA$300 | CA$403.47 | CA$303.03 | 20.20% | CA$199.56 | 34.49% | 42.84% | - | - |
| U-UN.TO | 3.10% | 32.76 | CA$26.84 | CA$800 | CA$800 | CA$879.24 | CA$79.24 | 9.90% | - | 9.90% | 12.63% | - | - |
| WNS | 0.00% | 0 | CA$107.05 | CA$0.34 | - | - | -CA$0.34 | -0.09% | -CA$0.34 | - | -2.08% | - | EXITED - Bought out |
| WPK.TO | 0.00% | 0.00000 | CA$41.03 | -CA$35.02 | - | - | CA$35.02 | 2.33% | CA$34.97 | - | 6.44% | - | EXITED - Slow growth |
| XEC.TO | 0.00% | 0.00000 | CA$45.73 | -CA$34.75 | - | - | CA$34.75 | 4.63% | CA$34.46 | - | 28.02% | - | EXITED. Wanted cash |
| XEF.TO | 0.00% | 0.00000 | CA$52.17 | -CA$32.03 | - | - | CA$32.03 | 4.27% | CA$31.69 | - | 26.19% | - | EXITED. Wanted cash |
| Total: | CA$20,000 | CA$25,419.18 | CA$28,363.81 | CA$8,363.80 | 41.82% | CA$5,611.02 | 10.67% | 29.77% | 1.31% |