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Inzkeeper  

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  • Financial Freedom 50
    Thu, Mar. 26 ADP, BDX, PG 87 Comments

    Summary

    • There is more than one way to get to financial freedom.
    • A large lump-sum is quite different to manage than regular contributions. Concurrently we have changed from many years until retirement to only a few.
    • I am struggling with a number of related issues with deploying the large lump-sum, including valuation, tax, weightings.
  • Canadian Oil Stocks: Acquiring The Acquirers
    Thu, Jan. 8 CPG, CVX, ENB 27 Comments

    Summary

    • With the tumble in the oil sector, I am interested in adding some new energy holdings to the portfolio. Hammered Canadian oil stocks may have attractive entry points this year.
    • Strong companies will take advantage of this market downturn to acquire other companies. These are the companies I want to purchase.
    • I am currently watching Suncor, Keyera, Whitecap Resources, Precision Drilling, and Crescent Point for entry points.
  • 2014 Year-End Portfolio Review
    Sun, Jan. 4 ROST, IPPLF, HZNOF 51 Comments

    Summary

    • This year's results are better than I expected. I am far ahead of projections made in 2011.
    • My portfolio has 4 segments: Principal, Contributions, Dividends, and Growth. Each exceeded my targets.
    • Headwinds are still substantial and are likely to be more dramatic this year.
  • Thankful For Canadian Dividends
    Oct. 13, 2014 BCE, BNS, CPG 31 Comments

    Summary

    • It is Thanksgiving Day in Canada and I am thankful for Canadian dividends.
    • Canada has some excellent-quality dividend payers that can provide safety and diversity for your portfolio.
    • I have ten long-term holdings in Canadian dividend-paying companies. CPG, IPPLF, ENB, RY, TD, BNS, BCE, TU, RIOCF, HRUFF. Some of them may be reaching good purchasing opportunities.
  • Scotiabank: Adding To A Core Holding
    Oct. 9, 2014 BNS 19 Comments

    Summary

    • The Canadian Banks are core holdings for all Canadian income-oriented portfolios, including mine and have pulled back with the rest of the markets.
    • Scotiabank is the most diversified internationally of the Canadian banks.
    • I am considering adding to Scotiabank as it is my smallest holding of the Canadian Banks.
  • Purchasing Ahead
    Oct. 7, 2014 BNS, HSY, PG 16 Comments

    Summary

    • Portfolio performance is evaluated by contributions, dividends and growth.
    • Performance was anemic, but I am still ahead of my targets.
    • I am looking forward to purchasing more of existing holdings: UL, PG, HSY, UTX, HNL, TU, BNS.
  • Young Canadian Portfolio
    Sep. 26, 2014 CNQ, MFC, SU 114 Comments

    Summary

    • Should young people take more risk?
    • Current Portfolio Holdings.
    • Need one more: HNL? MFC? SU or CNQ?
  • When To Trim?
    Sep. 18, 2014 CNI, ROST, IPPLF 45 Comments

    Summary

    • ROST, IPL, CNR have become overvalued.
    • Pros and cons of trimming.
    • Intended action.
  • Horizon North Logistics Technical Entry Point
    Aug. 21, 2014 HZNOF 16 Comments

    Summary

    • Analysts and Insiders agree now is a good time to buy.
    • Technical support is reached.
    • Accidental High Yielder.
  • Ross: Invest For Even Less?
    Jul. 18, 2014 ROST 30 Comments

    Summary

    • What do the charts and analysts tell me about ROST?
    • What challenges does ROST's share price face?
    • Is this a buying opportunity for ROST?
  • 6 Rules To Asset Location
    Jul. 7, 2014 DGRO 8 Comments

    Summary

    • The six rules.
    • How they apply.
    • My portfolio's ideal asset location.
  • The Numbers Are In!
    Jul. 5, 2014 AGU, CGX, CLX 109 Comments

    Summary

    • Contributions, dividends, and capital gains.
    • Changes and actions this quarter.
    • Portfolio by percent and sector.
  • What If My Stocks Crash And Burn? Part 2
    Apr. 10, 2014 AFL, BCE, BLK 78 Comments

    Summary

    • Sorting my portfolio into "keep", "add more" and "ditch".
    • How my current holdings did during 2008-2009 recession.
    • Look at your holdings now, while the skies are blue.
  • What If My Stocks Crash And Burn? Part 1
    Apr. 8, 2014 MCD, IPPLF, CVX 78 Comments

    Summary

    • Why I have been moving to a more protectionist strategy.
    • What will happen to my portfolio if my largest holding goes bankrupt.
    • What we can learn from a more realistic scenario.
  • Portfolio Prime Directive
    Apr. 3, 2014 VIG, SDY, NOBL 36 Comments

    Summary

    • Portfolios need a set of guiding principles.
    • One can control contributions and dividends, but not capital gain.
    • Creating a growing income is my prime directive.
  • Spring Changes
    Mar. 27, 2014 GE, GG, HRUFF 50 Comments

    Summary

    • It is time to 'spring-clean' the portfolio.
    • Getting holdings into their ideal asset location is proving more challenging than I expected.
    • Current portfolio after recent changes.
    • Simple tracking sheets included for readers to reference.
  • Building A Portfolio Part 4: Evaluating A Holding, Ford Motor
    Jan. 14, 2014 F 15 Comments
  • Due Diligence: Costco
    Jan. 10, 2014 COST 43 Comments
  • Building A Portfolio Part 3: Due Diligence
    Jan. 8, 2014 GIS 68 Comments
  • Building A Portfolio Part 2: Choosing A Stock
    Jan. 6, 2014 GIS 26 Comments
  • Building A Portfolio Part 1: Not Just Buying Stocks
    Dec. 26, 2013 VIG, SDY, DGRW 48 Comments
  • What A Difference A Year Makes
    Dec. 25, 2013 GG, MCD, PDPYF 45 Comments
  • WisdomTree Vs. BlackRock: Tapping Into ETF's
    Dec. 19, 2013 WETF, BLK 12 Comments
  • Cineplex: If Only All My Stocks' Charts Looked Like This
    Dec. 15, 2013 CPXGF 34 Comments
  • Is It Time To Lighten Up On Interest Sensitive Stocks?
    Dec. 12, 2013 BCE, HRUFF, RIOCF 36 Comments
  • DGI Transitions Update
    Oct. 1, 2013 BCE, ENB, KEYUF 36 Comments
  • Flight To Quality
    Jul. 19, 2013 AGU, ATGFF, TD 80 Comments
  • Concerning Corus
    Jul. 16, 2013 CJREF 31 Comments
  • Transitioned To A Dividend-Growth Portfolio
    Jul. 8, 2013 WU 93 Comments
  • Is Now The Time To Sell?
    Jun. 10, 2013 CVX, ENB, F 45 Comments
  • The Game Of Risk
    May. 13, 2013 JNJ 14 Comments
  • Is It Worth Holding Cash And Being Patient?
    May. 7, 2013 ENB 167 Comments