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 Statistics
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.56% | 0.37% | -3.62% | 4.33% | 2.32% | -1.53% | - | - | - | - | - | - | 0.11% |
| 2025 | - | - | 1.01% | 6.59% | 4.85% | 4.63% | 0.28% | 2.58% | 3.56% | 2.60% | -0.88% | 2.58% | 31.29% |
It's calculated as monthly capital gain without buy/sell transactions of the month.
Dividends are not included.
Calculated as: 