Current Trades For 2014 – Canada Portfolio

Current Trades For 2014 – Canada Portfolio

This is the place to visit to see what the latest trade is in the various Stocks and ETFs I am trading in as well as the latest trade using different strategies. To understand how to get the most out of reviewing current trades, review the image below. By selecting the stock title you can review all the trades for the current year. It includes full details and links to all strategy discussions for that stock. It also shows a lot more detail including how much profit has been made in the current year as well as past years. It also shows how much capital is being used in the trade.

Income to Date means, this is how much profit and income I have earned since I started trading in the stock. For example, with Bank Of Nova Scotia Stock, you can see that I have earned $8548.75 to July 2014. Most Recent Action indicates the latest trade that was done. By selecting the date such as July 14 2014, you will be taken to a write-up of the trade and a discussion of the strategy behind each trade. If you select Review The Latest Trade Idea you will be taken to the latest article where I am discussing an idea for the stock which I may be considering entering. The Latest Trade Idea is not the latest trade, but the latest article where I am possibly getting ready for another trade or simply discussing various trade opportunities that may be available.

The last links I think are self-explanatory. The “Review (stock name here) Trades for 2014” link will take you to the current year. Prior years are listed below the current year if available and are always worth reviewing to see how strategies were applied, why and the results. Review all articles dealing with a specific stock by selecting “Review (stock name here) Articles”.

Canada Stock Portfolio

How to use the Canada Stock Portfolio

As the FullyInformed Canada section just started in May 2014 it will take me some time to get all the links set up and all the trades up to date. Please bear with me as I work to update the portfolio. It is important to note though that the stock listed below have been in my own portfolio for years. I started this 2014 portfolio with $500,000. All trades are in Canadian dollars done on the Toronto Stock Exchange.


CURRENT CANADA PORTFOLIO POSITION:
Capital Committed At Start Of 2014:
$500,000.00 (this is the capital I am using starting Jan 2 2014)
Total Capital Now In Use: $614,000.00 (this is the capital in use plus income earned for the year so far)
Margin Which May Be Required: $350,000.00 (this is how much margin I am using)
Income Earned To Date in 2014: $121,385.75 (this is how much has been earned to date for 2014 – still being updated)
Annual Percent Return: 24.2% (this is the percentage return for 2014)
———————————
Income Breakdown: (Where the income earned to date in 2014 is derived from)
Income From Option & Stock Trades: $108,335.75
Income From Market Direction Portfolio: $13,050.00


ALIMENTATION COUCHE-TARD STOCK (ATD.B)
Position Started: May 15 2014
Income In 2014: $26,532.75
Most Recent Action: Dec 22: Sell To Open (STO) Put Selling 10 Naked Puts Jan 17 expiry $44 Put Strike for $0.50
Review Alimentation Couche-Tard Stock Trades for  2014
Review Alimentation Couche-Tard Stock Strategy Articles

BANK OF MONTREAL STOCK (BMO)
Position Started: May 15 2014
Income In 2014: $25,389.75
Most Recent Action: Dec 3: Action: Sell To Open (STO) 4 Naked Puts Dec 20 Expiry at $79 put strike for $0.40 = Income $160
Review Bank Of Montreal Stock Trades for  2014
Review Bank Of Montreal Stock Strategy Articles


BANK OF NOVA SCOTIA STOCK (BNS)
Position Started: Jan 2 2014
Income In 2014: $28,683.75
Most Recent Action:  Dec 23: Action: Sell to Open (STO) 5 covered calls Jan 17 expiry $62 call strike for $4.35
Review Bank Of Nova Scotia Stock Trades for  2014
Review Bank Of Nova Scotia Stock Strategy Articles


BCE INC STOCK (BCE) (10-20-30 Moving Averages Strategy)
Position Started: June 20 2014
Income In 2014: $4095.75    7253.25
Most Recent Action: Dec 11: Action: Bought 500 shares of BCE Stock for $51.10 – trade carried into 2015
Review BCE Inc Stock Trades for  2014
Review BCE Inc Stock Articles


BARRICK GOLD STOCK (ABX STOCK) Being Updated
Position Started: Jan 2 2014
Income In 2014: $being updated
Most Recent Action: being updated
Review Latest Trade Idea
Review Barrick Gold Stock Trades for  2014
Review Barrick Gold Stock Articles


FORTIS ENERGY STOCK (FTS) Being Updated
Position Started: Jan 2 2014
Income In 2014: $being updated
Most Recent Action: being updated
Review Latest Trade Idea
Review Fortis Energy Stock Trades for  2014
Review Fortis Energy Stock Articles


MANULIFE FINANCIAL STOCK (MFC)
Position Started: Jan 2 2014
Income In 2014: $6451.25
Most Recent Action: Sept 4 – Sell To Open (STO) 10 Naked Puts 20SEP14 at $22 Put for .31
Review Manulife Financial Stock Trades for 2014
Review Manulife Financial Stock Strategy Articles


NATIONAL BANK OF CANADA STOCK (NA) Being Updated
Position Started: Jan 2 2014
Income In 2014: $being updated
Most Recent Action: being updated
Review Latest Trade Idea
Review National Bank of Canada Stock Trades for  2014
Review National Bank of Canada Stock Articles


POWER CORPORATION STOCK (POW)
Position Started: Feb 3 2014
Income In 2014: $7127.50
Most Recent Action: Oct 10: Action: Bought 500 shares of stock for $28.99 / Sold 5 Covered Calls for Nov 22 expiry at $28 strike for $1.50 / Sold 10 naked puts for Nov 22 expiry at $29 for .60 cents
Review Power Corp Stock Trades for  2014
Review Power Corp  Stock Articles


ROGERS STOCK (RCI.B) Being Updated
Position Started: Jan 2 2014
Income In 2014: $being updated
Most Recent Action: being updated
Review Latest Trade Idea
Review Rogers Stock Trades for  2014
Review Rogers Stock Articles


ROYAL BANK OF CANADA STOCK (RY) Being Updated
Position Started: Jan 2 2014
Income In 2014: $being updated
Most Recent Action: being updated
Review Latest Trade Idea
Review Royal Bank of Canada Stock Trades for  2014
Review Royal Bank of Canada Stock Articles


SUNCOR ENERGY STOCK (SU)
Position Started: June 12 2014
Income In 2014: $6897.50
Most Recent Action: All positions completed – no trades carried into 2015
Review Suncor Energy Stock Trades for  2014
Review Suncor Energy Stock Articles


Review Prior Years Portfolios

View USA Stock Portfolio 2014 Index

View USA Stock Portfolio 2013 Index – Return 57.8%

View USA Stock Portfolio 2012 Index – Return 40.1%

View USA Stock Portfolio 2011 Index – Return 26.8%

View USA Stock Portfolio 2010 Index – Return 29.86%

View USA Stock Portfolio 2009 Index – Return 113.53%

View Canada Stock Portfolio 2009 Index – Return 61.87%

View Retirement Portfolio 2009 Index – Return 65.77%

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