The first line includes the money I have withdrawn. I withdraw money every month from my portfolio as I am living off my portfolio. In my calculations I am assuming that all the withdrawals occur on June 30 of each year as I withdrawal a similar amount each month.
|Period Covered||To Date||5 Years||10 Years|
|Me - Including Withdrawals||0.81%||9.43%||8.05%|
|Me - Portfolio Only||0.46%||9.20%||8.03%|
I have some 51 stocks and 6 other items. I have a reserve fund in Tangerine. I do not have any medical or dental coverage and this is the reason I need a reserve fund. Also, I use it for large unexpected expenses. I have CIGs in my registered accounts as I have been taking money from these accounts. In these accounts I have cash or near cash and expected dividends that cover me for 5 years of withdrawals. All my investments are shown here.
Even though I have many investment items, there are some 20 stocks that make up some 77% of my total investments. These stocks are shown below.
|1||Toronto Dominion Bank||TSX||TD||NYSE||TD||Bank||F|
|2||Metro Inc.||TSX||MRU||OTC||MTRAF||Cons Staple||C|
|3||Bank of Montreal||TSX||BMO||NYSE||BMO||Bank||F|
|4||Canadian National Railway||TSX||CNR||NYSE||CNI||Services||I|
|8||Power Financial Corp||TSX||PWF||OTC||POFNF||Insurance||F|
|9||RIOCAN REIT||TSX||REI.UN||OTC||RIOCF||Real Estate||E|
|10||Pembina Pipelines Corp||TSX||PPL||NYSE||PBA||Infrastructure||U|
|13||Sun Life Financial||TSX||SLF||NYSE||SLF||Insurance||F|
|14||Equitable GIC 1||GIC||B|
|15||Canadian Tire Corporation||TSX||CTC.A||OTC||CDNAF||Cons Dis||C|
|16||Toromont Industries Ltd.||TSX||TIH||OTC||TMTNF||Construction||I|
|17||Manulife Financial Corp||TSX||MFC||NYSE||MFC||Insurance||F|
|18||DH Corporation||TSX||DH||OTC||DHIFF||Financial Service||F|
|20||Saputo Inc.||TSX||SAP||OTC||SAPIF||Cons Staple||C|
On my other blog I wrote yesterday about Mullen Group Ltd. (TSX-MTL, OTC- MLLGF)... learn more. Tomorrow, I will write about Home Capital Group (TSX-HCG, OTC- HMCBF)... learn more on Wednesday, March 2, 2016 date.
Also, on my book blog I have put a review of the book World Order by Henry Kissinger. learn more...
This blog is meant for educational purposes only, and is not to provide investment advice. Before making any investment decision, you should always do your own research or consult an investment professional. I do research for my own edification and I am willing to share. I write what I think and I may or may not be correct.
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