My Portfolios

These are my stock and option portfolios indexed by year in both Canadian and US Currencies.

Up 13% – 2015 USA Portfolio Update for Apr 11 2015

Categories: My Portfolios

Up 13% – 2015 USA Portfolio Update for Apr 11 2015

Here is the latest update to the 2015 USA Portfolio since the start of the year. The portfolio is now up 13.6% and income is starting to increase. While the lack of any meaningful correction has meant limited income from downside trades such as the SPY PUT Hedge, the portfolio has enjoyed excellent returns thanks to the tight trading range the markets have been in since the start of January. Trades are continually being updated to the USA Stock Portfolio. The latest addition is Apple…

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2015 USA Portfolio Update for Mar 22 2015

Categories: My Portfolios

2015 USA Portfolio Update for Mar 22 2015

Here is the latest update to the 2015 USA Portfolio since the start of the year. With the USA Portfolio now up 6.59%, the return will now begin to grow quicker as I have placed more capital back into trades. For the past two months most of my capital has been positioned to the sidelines and to strategies focused more on protection of capital than on optimized returns. With a lot of capital released as trades expired on Friday, I am expecting a big jump…

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2015 USA Portfolio Update for Feb 24 2015

Categories: My Portfolios

2015 USA Portfolio Update for Feb 24 2015

Here is the latest update to the 2015 USA Portfolio since the start of the year. The USA Portfolio is now up 4.57% for the year against capital committed at the start of the year. Not too bad a return considering over half of the capital is still not in use. All the latest trades can be reviewed by USA members through this link. Changes To The USA Portfolio Layout There have been some improvements to the USA Portfolio layout which you will see in…

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2015 USA Portfolio Update for Feb 17 2015

Categories: My Portfolios

2015 USA Portfolio Update for Feb 17 2015

The 2015 USA Portfolio is now up 4.2% since the start of the year and I have a lot more trades still to post. In my ongoing spreadsheet the USA portfolio for 2015 is up 7% since Jan 2. All the latest trades can be reviewed by USA members through this link. Changes To The USA Portfolio Layout There have been some improvements to the USA Portfolio layout which you will see in 2015. By clicking on the stock name you will go to the…

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2015 USA Portfolio Update for Feb 9 2015

Categories: My Portfolios

2015 USA Portfolio Update for Feb 9 2015

The 2015 USA Portfolio is now posted and while only a few of the positions I am holding are included, you can still see that the portfolio is off to a good start despite the high volatility and continually whipsaws in the market. Even today, intraday volatility saw the VIX Index moved from $18.21 to $19.28 and then close back at $18.55 which is still a gain of 7.29% for one day. Dennis Gartman, a well-known investor for the past 40 years was speaking last…

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USA Stock Portfolio 2014 Index

Categories: My Portfolios

USA Stock Portfolio 2014 Index

This is the complete listing of stocks and ongoing trades for my USA Stock Model Portfolio for 2014. I update the trades when there is a change. Select the stock’s name to view trades for the year including charts and comments. I started 2014 with $1,250,000 in capital. In 2013 I earned around $500,000. I increased my capital for 2014 by $400,000 and applied $300,000 to the market direction portfolio and $250,000 to the Apple Stock biweekly Put Selling strategy. 2014 USA PORTFOLIO POSITION:Capital Committed…

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Canadian Stock Portfolio 2014 Update – Oct 11 2014

Categories: My Portfolios

Canadian Stock Portfolio 2014 Update – Oct 11 2014

My Canadian Stock Portfolio for 2014 continues to perform well despite the collapse of Canadian Stocks to below the 200 day exponential moving average (EMA) marking a full correction underway. With the Toronto Stock Exchange now down 9.5% my trades continues to bring in profits. Although many of the stocks in the portfolio were started later in 2014,  as the Canada section of my website did not open until May 2014, the goal is to grow the portfolio by 20% this year. The collapse in…

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Canadian Stock Portfolio 2014 Update – Sept 15 2014

Categories: My Portfolios

Canadian Stock Portfolio 2014 Update – Sept 15 2014

Additional trades being entered into continue to growth my Canadian Stock Portfolio for 2014. Although many of the stocks in the portfolio were started late as the Canada section of my website did not open until May 2014, the goal is to grow the portfolio by 20% this year. This is the complete listing of stocks and ongoing trades for my Canada Stock Model Portfolio for 2014. I update the trades when there is a change and post the announcement so members can review the…

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USA Stock Portfolio 2013 Index

Categories: My Portfolios

USA Stock Portfolio 2013 Index

This is the complete listing of stocks and ongoing trades for my USA Stock Model Portfolio for 2013. I update the trades when there is a change. Select the stock’s name to view trades for the year including charts and comments. I started 2013 with $850,000 in capital an increase of  $77084.00 The remaining capital made in 2012 was pulled from my portfolio for other uses. CURRENT STOCK PORTFOLIO POSITION: Capital Committed At Start Of 2013: $850,000.00 Total Capital Now In Use: $950,000.00 Margin Which…

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Apple Stock Options Trades Not Included In Annual Summary – Here’s Why

Categories: Apple Stock (AAPL), Editor's Picks, My Portfolios, Profit And Income Strategies

Apple Stock Options Trades Not Included In Annual Summary – Here’s Why

Apple Stock this year provided a huge return. I did quite a number of Apple Stock trades using my Shark Option Trading Strategy which you can review below. In my annual summary for 2012, I have NOT INCLUDED the total amounts earned for Apple Stock and throughout much of the year I did not include or show a number of trades. This was because it will show an enormous gain for the entire portfolio and that is not the purpose of the FullyInformed Website. My…

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USA Stock Portfolio 2012 Index

Categories: My Portfolios

USA Stock Portfolio 2012 Index

This is the complete listing of stocks and ongoing trades for my USA Stock Portfolio for 2012. I update the trades when there is a change. Select the stock’s name to view trades for the year including charts and comments. CURRENT STOCK PORTFOLIO POSITION: Capital Committed For 2012: $772,916.00 Total Capital In Use: $760,448.25 Margin Which May Be Required: $0.00 Income Earned To Date: $323,045.60 Annual Percent Return: 41.7% ——————————— Income Breakdown: Income From Option & Stock Trades: $236,886.66 Income From IWM EFT Trading For…

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USA Portfolio Miscellaneous Stock and Option Trades For 2012

Categories: My Portfolios

USA Portfolio Miscellaneous Stock and Option Trades For 2012

This table outlines the various USA individual trades I have done throughout the year that were only a few trades for a stock or ETF. Many of the trades in this table are single trades to take advantage of opportunities. Most of my USA portfolio is comprised of stocks that I have held for many years and trade regularly. To review the full USA Stock portfolio for 2012 select this link . Date Stock At Time Of Trade Action Taken (All Figures Are US Dollars)…

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RRSP Retirement Portfolio 2012

Categories: My Portfolios

In Canada when you turn 71 you must collapse your RRSP (retirement portfolio) and roll it into another type of retirement plan to begin withdrawing capital from the RRSP. I no longer have an RRSP but I have created this one as a model portfolio to show readers how I did approach investing for retirement. In my retirement portfolio almost all stocks I picked were for long term gains. Therefore this portfolio is comprised of dividend paying stocks and covered calls. I never believe in…

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Canadian Stock Portfolio 2012 Index

Categories: My Portfolios

Canadian Stock Portfolio 2012 Index

This is the complete listing of stocks and ongoing trades for my Canada Stock Portfolio for 2012. I update the trades when there is a change. Select the stock’s name to view trades for the year including charts and comments. CURRENT STOCK PORTFOLIO POSITION: Capital Committed For 2012: $200,000.00 Total Capital In Use: $200,000.00 Margin Which May Be Required: $0.00 Income Earned To Date: $4822.35 Annual Percent Return:1.6% STOCKS FOR 2012: SCOTIA STOCK    BNS STOCK Trade Articles Index For Scotia Stock Position Started: Dec 2…

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USA Stock Portfolio 2011 Index

Categories: My Portfolios

USA Stock Portfolio 2011 Index

This is the complete listing of stocks and trades for my USA Stock Portfolio for 2011. Select the stock’s name to view trades for 2011 including charts and comments. 2011 STOCK PORTFOLIO POSITION: Capital Committed For 2011: $609,460.00 Total Capital In Use At Year End: $731,428.75 Margin Which Might Have Been Required At Year End: $121,968.75 Income Earned In 2011: $163,456.00 Annual Percent Return For 2011: 26.8% STOCKS FOR 2011: Select a stock name to review the trades for 2011. AT&T STOCK (T STOCK) For…

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