Investment Portfolios Complete Index By Year
| Portfolio Group 1 | |
USA STOCK PORTFOLIOS |
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The United States Of America has the largest economy in the world. It obviously makes a lot of sense to invest in US Stocks. Living in Canada I have a distinct advantage. The US is only miles away as are the greatest corporation in the world today. There is always a lot of doom and gloom about the US from the doom spreaders. These analysts and web bloggers love to put the US down. But no nation has ever had so many innovative companies. On average the US accounts for a full 25% of the world’s economic activities. Since I am in Canada I come in contact with all types of US companies both large and small. My strategy has always been to invest in large caps. I have no interest in the latest hot stock or penny stock. Until a company has proven to me through its earnings, share valuation and dividends that it is here to stay, my capital is deployed for less riskier assets. Below are the links to the portfolios for the various years. Select each year to be taken to a separate post that lists all the stocks and returns for the respective year. The strategy for my USA Stock Portfolios has always been a combination of put selling, stock trades and covered calls. |
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| USA Stock Portfolio Listing For 2013 | |
| USA Stock Portfolio Listing For 2012 | |
| USA Stock Portfolio Listing For 2011 | |
| USA Stock Portfolio Listing For 2010 | |
| USA Stock Portfolio Trades From 2009 Bear Market Recovery | |
| Portfolio Group 2 | |
CANADA STOCK PORTFOLIOS |
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I live in Canada so obviously I invest in Canada. While nowhere near the size of American companies, our nation does have some excellent corporations to invest in. The problem that many Canadian investors face is the large number of speculative and penny stock companies in the resource industry. Many of these have a very shady past. I have never invested in any company with any sort of gray area. Hot stocks, penny tips and speculative stocks are not my interest. I stay with large cap, dividend paying stocks that have a history of solid earnings, market share, dividend increases and are here to stay. The strategy for my Canada Stock Portfolios has always been put selling and covered calls. |
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| Canada Stock Portfolio Trades From 2009 Bear Market Recovery | |
| Portfolio Group 3 | |
RETIREMENT (RRSP) PORTFOLIOS |
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My retirement portfolio is comprised solely of dividend paying large cap stocks. Every year I weed through looking for large cap, solid dividend payers who can grow my retirement account. In Canada a retirement portfolio is referred to as Registered Retirement Savings Plan or RRSP for short. This is a tax deferred retirement plan where monthly I put away a small amount of capital and watch it grow through using covered call strategies. Since my strategy forces me to stay with large cap dividend paying stocks, I stay clear of stocks like Nortel Networks and Research In Motion stocks. I also do not invest in REITs, and stayed clear of all the Trust Income products that were at one time the rage in Canada. Instead I have stayed with the largest Canadian and USA Companies that pay increasing dividends and have decent covered call option premiums available. While at my age I no longer have a retirement portfolio since at 71 it must be collapsed into a RRIF or Registered Retirement Income Fund and the capital reduced annually, I still thought it would be interesting for readers to follow this model portfolio and see how a long term covered call strategy works out. |
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| RRSP Retirement Stock Portfolio Trades From 2009 Bear Market Recovery | |


The United States Of America has the largest economy in the world. It obviously makes a lot of sense to invest in US Stocks. Living in Canada I have a distinct advantage. The US is only miles away as are the greatest corporation in the world today. There is always a lot of doom and gloom about the US from the doom spreaders. These analysts and web bloggers love to put the US down. But no nation has ever had so many innovative companies. On average the US accounts for a full 25% of the world’s economic activities. Since I am in Canada I come in contact with all types of US companies both large and small. My strategy has always been to invest in large caps. I have no interest in the latest hot stock or penny stock. Until a company has proven to me through its earnings, share valuation and dividends that it is here to stay, my capital is deployed for less riskier assets. Below are the links to the portfolios for the various years. Select each year to be taken to a separate post that lists all the stocks and returns for the respective year. The strategy for my USA Stock Portfolios has always been a combination of put selling, stock trades and covered calls.
I live in Canada so obviously I invest in Canada. While nowhere near the size of American companies, our nation does have some excellent corporations to invest in. The problem that many Canadian investors face is the large number of speculative and penny stock companies in the resource industry. Many of these have a very shady past. I have never invested in any company with any sort of gray area. Hot stocks, penny tips and speculative stocks are not my interest. I stay with large cap, dividend paying stocks that have a history of solid earnings, market share, dividend increases and are here to stay. The strategy for my Canada Stock Portfolios has always been put selling and covered calls.
My retirement portfolio is comprised solely of dividend paying large cap stocks. Every year I weed through looking for large cap, solid dividend payers who can grow my retirement account. In Canada a retirement portfolio is referred to as Registered Retirement Savings Plan or RRSP for short. This is a tax deferred retirement plan where monthly I put away a small amount of capital and watch it grow through using covered call strategies. Since my strategy forces me to stay with large cap dividend paying stocks, I stay clear of stocks like Nortel Networks and Research In Motion stocks. I also do not invest in REITs, and stayed clear of all the Trust Income products that were at one time the rage in Canada. Instead I have stayed with the largest Canadian and USA Companies that pay increasing dividends and have decent covered call option premiums available. While at my age I no longer have a retirement portfolio since at 71 it must be collapsed into a RRIF or Registered Retirement Income Fund and the capital reduced annually, I still thought it would be interesting for readers to follow this model portfolio and see how a long term covered call strategy works out.