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

Value: CA$28,366.67
Annual Dividends: CA$338.98
YoC: 1.31%
XIRR : 29.78%
Gain/loss : 41.83%

Estimated Taxes

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This page is here for informational purposes only. It is not a substitute for professional tax advice. Even though we try to correct all invalid or missing data, we cannot guarantee that the data is correct. Matching transactions by FIFO (first in, first out) method.

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