Portfolio

I currently own individual stocks, bonds, preferred shares, and market ETFs. I hold stock in US dollars as well as Canadian. I trade primarily using my TFSA but I do hold investments in an RRSP, RESP and other non registered accounts.

Below is a list of stocks and ETFs that I currently own. These holdings are not equal-weighted.

The Money Runner Investment Allocation – 2021

Individual Stocks CAD

ALA – ALTAGAS LTD
BCE – Bell Canada
BMO – Bank Of Montreal
BNS – Bank Of Nova Scotia
CM – CIBC
BTE – Baytex Energy
ENB – Enbridge
EXE – Extendicare Inc
FTS – Fortis
GUD – Knight Therapeutics
HR.UN – H&R Real Estate Investment Trusts
MFC – Manulife Financial
NPI – Northland Power
RY – Royal Bank of Canada
SU – Suncor
TD – Toronto Dominion Bank

Individual Stocks USD

BAC – Bank Of America Corporation
JPM – JP Morgan & Chase CO
KHC – Kraft Heinz Company
WFC – Wells Fargo & CO

ETFs

XSP – IShares Core S&P 500 Index Fund
VGRO – VANGUARD GROWTH ETF PORTFOLIO ETF UNIT
VSP – Vanguard S&P 500
VXC – Vanguard Global All Cap Ex Canada
ZDV – BMO Canadian Dividend
ZSP- BMO S&P 500
ZQQ – Nasdaq 100

Bonds

Sherritt International Corp – Senior 11/15/21
Sherritt International Corp – Senior 09/24/23

Preferred Shares

GWO.PR.F – Great West Lifeco 5.9% 1st Preferred Series F
L.PR.B – Loblaws 5.3% Perpetual 2nd Preferred
ENB.PF.K – ENBRIDGE INC 4.9%CUM RED MIN RT RST PFD S19
ALA-G – ALTA Gas Series G

CVE-C – Cenovus Energy Series 3
FFH-K – Fairfax Financial Series K
PPL-Q – Pembina Pipleine Series 17
TA-J Trans Alta Series G
IFC.PR.F – INTACT FINANCIAL CORP 5.30% NON-CUM CL A PFD SER 6 PERP
POW.PR.C – Power Corporation of Canada 5.8%

The Money Runner Investment Allocation – 2020

The Money Runner Investment Allocation – 2019

The Money Runner Investment Allocation – 2018

The Money Runner Results 2020. +5.42% Total Return VS The S&P 500 +16.26% TSX60 1.96%

The Money Runner Results 2019. +23.01% Total Return VS The S&P 500 +33.07%

The Money Runner Results 2018. -5.67% Total Return VS The S&P 500 -6.42%

The Money Runner Results 2017. 14.9% Total Return VS The S&P 500 19.42%

The Money Runner Results 2016. 28.46% Total Return VS The S&P 500 11.92%

The Money Runner Results 2015. 8.8% Total Return VS The S&P 500 1.19%

The Money Runner Total Percent of Target