Stock Portfolio

Note: I am not a financial advisor. Please ensure you do your own research before buying any financial products. I do not have any relationship with the companies below, other than being a shareholder. I do not make any warranties about their performances. 

A few readers of the Money Savvy Blog have asked questions about my portfolio. It used to be all mutual funds, until I finally educated myself on stock investing. Like a lot of people, I used to be intimidated by the stock market.

As soon as I got a better grasp on stock investing, I liquidated my loser mutual funds and started buying stocks. Since then, my portfolio is back in the black in terms of return.

I still have two mutual funds in fixed income, that are performing so far. All US stocks are held in my RRSP for tax purposes.

My RRSP is made up of 75% equities and 25% fixed income. My TFSA, that I can use as a back-up fund if needed, is made up of 51% of fixed income and 49% equities.

Any dividend income is reinvested.

US stock
Canadian stock
Mutual funds
  • PH&N inflation-linked bond fund (RBF1650)
  • RBC high-yield bond fund (RBF 1096)

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