Pages

Monday, January 5, 2026

Welcoming the New Year 2026 with a $528,641.69 Net Worth!

The weather has been very cold in New Brunswick for the past couple of days, so I’m spending a lot of time indoors. It’s so cold that going out feels uncomfortable, and it’s basically impossible to go for a walk outside. We’ve had to deal with these harsh weather conditions on a regular basis this winter, and each cold stretch seems to last a long time. I’m trying to take advantage of the situation by saving as much as I can and exercising indoors, but it’s not always enjoyable. I’m starting to get a little bored. The weather should be a lot warmer by Wednesday.

While being stuck at home, I’ve been updating my investment portfolio whenever I notice some good gains. This past Friday, at one point I was up about $3K, but I closed with a +$2K gain, which is quite good. I ended Friday’s session with a net worth of $528,641.69. I wanted to close out 2025 at $530K, but $528K is still a great way to start the new year. I’ve also been looking for ways to boost my dividend income.

Did you notice some newcomers in my TFSA portfolio in my latest investment portfolio update? If not, here they are:

  • Evolve NASDAQ Technology Enhanced Yield Index Fund (QQQY)

  • Global X Nasdaq-100 Covered Call ETF (QQCC)

  • Harvest Tech Achievers Enhanced Income ETF (HTAE)

  • Purpose Bitcoin Yield ETF (BTCY)

  • Harvest Amazon Enhanced High Income Shares ETF (AMHE)

  • Harvest Microsoft Enhanced High Income Shares ETF (MSHE)

  • Harvest NVIDIA Enhanced High Income Shares ETF (NVHE)

  • Evolve S&P 500® Enhanced Yield Fund (ESPX)

  • Evolve European Banks Enhanced Yield ETF (EBNK)

I also added to my position in Hamilton Enhanced U.S. Covered Call ETF (HYLD).

Today, National Bank Direct Brokerage experienced technical problems for a big part of the day. For several hours, I couldn’t access my account at all. Once I finally got in, it was impossible to complete any money transfers. I still managed to place a few investments with the cash I already had in the account. Even now, this evening, I still can’t log into my account. It’s quite annoying, but I’d rather they take the time they need to fix whatever they need to fix and keep everything secure for users.

Today, I invested in:

  • Harvest AMD Enhanced High Income Shares ETF (AMDY)

  • Harvest NVIDIA High Income Shares ETF (NVDH)

  • Global X Nasdaq-100 Covered Call ETF (QQCC)

Please note that I didn’t invest heavily in any of these ETFs. These are very high-yield ETFs, and I’m only investing a small amount in each one—mostly for fun—to boost my dividend income a little. Let’s say I’m trying to break my boredom by investing in things I normally wouldn’t touch with a ten-foot pole. Generally speaking, I stay away from any investment that pays an unusually high yield. This time around, I did the total opposite.

But that’s not entirely true. I did invest in a high-yield ETF before, and that was Hamilton Enhanced U.S. Covered Call ETF (HYLD). At first, I was very skeptical—I thought I would lose all my money by investing in that one. I was genuinely worried about its 12% yield, which didn’t feel safe or reasonable. How can an ETF pay such a high yield anyway? I honestly don’t know, but I’ve been invested in HYLD for several months now and, so far, the distribution has always been paid.

HYLD has been a good investment in my portfolio: it’s delivered great gains, and it has consistently paid its monthly distribution. That said, I want to make it clear that any ETF offering a yield over 10% should be considered higher risk, and you shouldn’t invest heavily in them. No investment that trades on the TSX is risk-free, including ETFs.

So, I added a few new ETFs to my portfolio this past Friday and today. As we discussed before, my monthly dividend income is currently the equivalent of $980. I simply want to reach the equivalent of $1,000 per month early this year, just to check off that goal and move on to something else.

To speed up the process, I decided to invest in ETFs that pay monthly distributions, with yields above 9–10%. I came up with a list of over 70 ETFs trading on the TSX that meet those criteria. Among them, I noticed two ETFs issued by a Canadian bank: BMO US Put Write Hedged to CAD ETF (ZPH) and BMO US Put Write ETF (ZPW). I didn’t consider those two ETFs—even though they’re issued by a Canadian bank—because I didn’t like their overall charts. I’m willing to take on some risk, but I don’t want to invest my money in an ETF whose value is more likely to go down over time.

This is what the overall chart for BMO US Put Write Hedged to CAD ETF (ZPH) looks like:


And this is the one for BMO US Put Write ETF (ZPW):

As you can see, the overall chart of those two ETFs isn’t really great. I would have expected more from a Canadian bank, but I guess that, as always, BMO (Bank of Montreal) simply can’t deliver. That being said, I found other ETFs that are much better. Here’s the list I came up with:

Harvest Tesla Enhanced High Income Shares ETF (TSLY)
Dividend yield: 36.66%
Unit price: $8.57
Inception date: 2025-01-16

Harvest Palantir Enhanced High Income Shares ETF (PLTE)
Dividend yield: 27.78%
Unit price: $23.83
Inception date: 2025-01-16

Harvest NVIDIA Enhanced High Income Shares ETF (NVHE)
Dividend yield: 21.41%
Unit price: $12.61
Inception date: 2024-08-21

Purpose Ether Yield ETF (ETHY)
Dividend yield: 18.37%
Unit price: $2.83
Inception date: 2021-11-19

Purpose Bitcoin Yield ETF (BTCY)
Dividend yield: 15.11%
Unit price: $6.97
Inception date: 2021-11-19

Evolve NASDAQ Technology Enhanced Yield Index Fund (QQQY)
Dividend yield: 13.97%
Unit price: $27.47
Inception date: 2023-10-03

Global X Enhanced S&P 500 Covered Call ETF (USCL)
Dividend yield: 12.90%
Unit price: $23.07
Inception date: 2023-07-05

Global X Enhanced Equal Weight Canadian Banks Covered Call ETF (BKCL)
Dividend yield: 12.59%
Unit price: $23.01
Inception date: 2023-07-05

Hamilton Canadian Financials YIELD MAXIMIZER™ ETF (HMAX)
Dividend yield: 12.21%
Unit price: $16.28
Inception date: 2023-01-20

Global X Enhanced All-Equity Asset Allocation Covered Call ETF
Dividend yield: 11.43%
Unit price: $23.61
Inception date: 2023-10-10

Harvest Tech Achievers Enhanced Income ETF (HTAE)
Dividend yield: 11.30%
Unit price: $16.97
Inception date: 2022-10-25

Global X Nasdaq-100 Covered Call ETF
Dividend yield: 11.29%
Unit price: $13.01
Inception date: 2011-09-13

Evolve European Banks Enhanced Yield ETF
Dividend yield: 11.04%
Unit price: $16.01
Inception date: 2022-01-11

Evolve S&P 500® Enhanced Yield Fund (ESPX)
Dividend yield: 10.31%
Unit price: $25.53
Inception date: 2023-01-09

Among those top dividend achievers, the 36.66% dividend yield of the Harvest Tesla Enhanced High Income Shares ETF (TSLY) is quite appealing! It made me think of different funny scenarios, such as investing all of my $528,641.69 in TSLY. By doing so, I would generate a monthly income of $15,421.28… can you imagine?

But such a plan is obviously not sustainable. I would never destroy my investment portfolio just to invest in a single position. I’m not a fan of Elon Musk, either. The Harvest Tesla Enhanced High Income Shares ETF (TSLY) is 100% invested in Tesla. Since Tesla shares are expensive, this ETF is a way to get exposure for less. At only $8.57 per unit, it’s not very expensive, and you could invest as little as one unit—just for the fun of having a 36.66% dividend-yield payer in your portfolio. I mean… why not?

I also noticed that Harvest offers similar ETFs based on the underlying value of other big tech giants, like Microsoft and NVIDIA. It seems like not all of them appeared in the original list from my ETF research. 

Harvest Eli Lilly High Income Shares ETF (LLYH)
Dividend yield: 17.559%
Management Fee: 0.40%
Risk Rating: Medium
Inspection: 2024/08/21
Overall quote:

Harvest Amazon High Income Shares ETF (AMZH)
Dividend yield: 13%
Management Fee: 0.40%
Risk: Rating: Medium
Inspection: 2024/08/21
Overall quote:

Harvest Microsoft High Income Shares ETF (MSFH)
Dividend yield: 15.17%
Management Fee: 0.40%
Risk: Rating: Medium
Inspection: 2024/08/21
Overall quote:

Harvest NVIDIA High Income Shares ETF (NVDH)
Dividend yield: 16.845%
Management Fee: 0.40%
Risk Rating: Medium
Inspection: 2024/08/21
Overall quote:

Harvest MicroStrategy High Income Shares ETF (MSTY)
Dividend yield: 91.688%
Management Fee: 
Risk Rating: High
Inspection: 2025/01/16
Overall quote:

Harvest Coinbase High Income Shares ETF (CONY)
Dividend yield: 43.328%
Management Fee: 0.40%
Risk Rating: High
Inspection: 2025/01/16
Overall quote:
Harvest High Income Equity Shares ETF (HHIH)
Dividend yield: 19.12%
Management Fee: 0.40%
Risk Rating: Medium to High
Inspection: 2025/08/19
Overall quote:

It’s quite interesting. If you want to learn more about Harvest High Income ETFs, you can go here:
https://harvestportfolios.com/high-income-shares/

Here’s the final list I came up with as potential investment ideas for my portfolio:

Harvest Palantir Enhanced High Income Shares ETF (PLTE), 26.58% dividend yield
Harvest NVIDIA Enhanced High Income Shares ETF (NVHE), 21.37% dividend yield
Harvest AMD Enhanced High Income Shares ETF (AMDY), 17.22% dividend yield
Harvest NVIDIA High Income Shares ETF (NVDH), 16.85% dividend yield
Harvest Canadian High Income Shares ETF (HHIC), 13.97% dividend yield
Evolve NASDAQ Technology Enhanced Yield Index Fund (QQQY), 13.88% dividend yield
Global X Enhanced S&P 500 Covered Call ETF (USCL), 12.79% dividend yield
Global X Enhanced Equal Weight Canadian Banks Covered Call ETF (BKCL), 12.39% dividend yield
Harvest Suncor Enhanced High Income Shares ETF (SUHE), 12.35% dividend yield
Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX), 12.08% dividend yield
Global X Enhanced All-Equity Asset Allocation Covered Call ETF (EQCL), 11.33% dividend yield
Harvest Tech Achievers Enhanced Income ETF (HTAE), 11.26% dividend yield
Global X Nasdaq-100 Covered Call ETF (QQCC), 11.18% dividend yield
Evolve European Banks Enhanced Yield ETF (EBNK), 10.72% dividend yield
Harvest Royal Bank Enhanced High Income Shares ETF (RYHE), 8.93% dividend yield

If you invest moderately in high-dividend ETFs—and not all of your money—while already holding top-quality stocks in your portfolio, I don’t see any danger. But keep in mind that there’s always a risk of losing money with these high-yield ETFs.

Happy New Year 2026, and happy investing!

Saturday, January 3, 2026

Historic of my Total assets and Net worth values on date of January 2, 2026

2026

Net worth on January 2, 2026: $528,641.69 - HIGHEST NET WORTH EVERRR!!!!!

2025

Net worth on December 31, 2025: $526,401.71
Net worth on December 30, 2025: $526,920.21
Net worth on December 24, 2025: $525,709.19
Net worth on December 23, 2025: $524,442.02
Net worth on December 22, 2025: $522,246.38
Net worth on December 19, 2025: $519,079.24
Net worth on November 28, 2025: $520,005.78
Net worth on November 26, 2025: $516,742.75
Net worth on November 12, 2025: $518,978.52
Net worth on October 24, 2025: $514,705.49
Net worth on October 8, 2025: $519,565.65
Net worth on September 22, 2025: $510,015.72
Net worth on September 11, 2025: $506,356.03
Net worth on September 5, 2025: $503,783.13 
Net worth on September 4, 2025: $502,409.05
Net worth on August 22, 2025: $500,783.80 - the 500k net worth had been reached for the first time!
Net worth on August 21, 2025: $498,245.25
Net worth on August 5, 2025: $491,722.79 
Net worth on July 25, 2025: $491,146.01 
Net worth on July 23, 2025: $488,537.85
Net worth on July 11, 2025: $486,088.88
Net worth on July 10, 2025: $483,292.76 
Net worth on June 2, 2025: $481,318.67 
Net worth on May 27, 2025: $480,965.11 - first time I ever reached 480k
Net worth on May 20, 2025: $478,695.60 
Net worth on May 17, 2025: $475,419.57
Net worth on May 8, 2025: $473,933.65 
Net worth on May 7, 2025: $470,216.73 - first time I ever reached 470k, and it's happening on the 80th anniversary of the end of WWII. Coincidence? I don’t think so!
Net worth on May 2, 2025: $469,222.44
Net worth on April 24, 2025: $456,866.22
Net worth on April 18, 2025: $449,055.01
Net worth on April 14, 2025: $442,956.09
Net worth on April 9, 2025: $438,966.46
Net worth on April 8, 2025: $429,036.12
Net worth on April 7, 2025: $434,701.84
Net worth on April 4, 2025: $443,118.38
Net worth on April 2, 2025: $466,233.88
Net worth on January 23, 2025: $469,813.558
Net worth on January 21, 2025: $464,986.66
Net worth on January 18, 2025: $462,576.18
Net worth on January 3, 2025: $459,983.13

2024

Net worth on December 31, 2024: $456,092.61
Net worth on December 20, 2024: $453,186.36
Net worth: $450,265.60 (I no longer have debt). December 19, 2024
Total in assets: $467,956.81/Net worth: $467,529.69: November 29, 2024
Total in assets: $467,971.92/Net worth: $465,398.33: November 22, 2024 
Total in assets: $466,587.87/Net worth: $464,014.28: November 21, 2024 
Total in assets: $464,207.08/Net worth: $460,527.54: November 14, 2024

Total in assets: $466,665.20/Net worth: $461,948.22: October 17, 2024 
Total in assets: $465,108.53/Net worth: $460,391.55: October 16, 2024 - First time I am in the 460k!
Total in assets: $461,695.76/Net worth: $456,916.94: October 11, 2024
Total in assets: $456,672.76/Net worth: $451,890.80: October 4, 2024 - First time I ever hit on the 450k!

Total in assets: $452,186.49/Net worth: $447,251.10: September 26, 2024 
Total in assets: $450,780.69/Net worth: $447,210.34: September 13, 2024
Total in assets: $447,942.71/Net worth: $444,372.36: September 12, 2024 - First time I ever hit on the 444k
Total in assets: $443,006.26/Net worth: $439,463.77: September 9, 2024

Total in assets: $440,323.44/Net worth: $435,834.87: August 23, 2024

Total in assets: $438,570.89/Net worth: $432,208.43: July 31, 2024 - first time I ever reached 430k.
Total in assets: $434,175.23/Net worth: $427,812.77: July 22, 2024 

Total in assets: $419,382.05/Net worth: $413,741.80: May 10, 2024

Total in assets: $415,656.63/Net worth: $407,032.02: March 28, 2024
Total in assets: $410,830.45/Net worth: $403,444.26: March 8, 2024
Total in assets: $409,656.30/Net worth: $402,219.07: March 7, 2024 - first time I ever reached 400k net worth!
Total in assets: $407,214.02/Net worth: $399,776.79: March 6, 2024
Total in assets: $406,530.78/Net worth: $399,043.10: March 1, 2024

Total in assets: $404,868.06/Net worth: $393,617.74: February 17, 2024 first time I ever hit 393k!
Total in assets: $404,016.51/Net worth: $392,766.19: February 15, 2024 - first time I ever hit 392k!
Total in assets: $401,516.67/Net worth: $390,264.22: February 12, 2024 - first time I ever hit 390k!

Total in assets: $401,713.44/Net worth: $389,317.63: January 29, 2024 - first time I ever hit 389k!
Total in assets: $400,412.81/Net worth: $388,017: January 28, 2024 - first time I ever hit 388k!
Total in assets: $399,833.32/Net worth: $387,437.51: January 25, 2024 - first time I ever hit 387k!
Total in assets: $396,039.93/Net worth: $382,559.57: January 8, 2024 - first time I ever hit 382k!
Total in assets: $393,167.74/Net worth: $379,670.38: January 5, 2024

2023

Total in assets: $406,622.25/Net worth: $380,929.15: December 29, 2023
Total in assets: $408,307.33/Net worth: $380,099.13: December 27, 2023
Total in assets: $406,167.92/Net worth: $380,273.66: December 14, 2023 
Total in assets: $402,432.82/Net worth: $376,538.56: December 13, 2023
Total in assets: $397,453.80/Net worth: $371,540.77: December 8, 2023
Total in assets: $395,604.93/Net worth: $368,453.87: December 1, 2023
Total in assets: $390,070.59/Net worth: $362,630.53: November 17, 2023
Total in assets: $381,814.54/Net worth: $354,269.04: November 3, 2023
Total in assets: $373,267.72/Net worth: $345,282.56: October 6, 2023
Total in assets: $393,849.39/Net worth: $367,685.60: August 11, 2023
Total in assets: $397,595.65/Net worth: $361,500.59: July 18, 2023
Total in assets: $416,472.91/Net worth: $370,235.74: May 6, 2023
Total in assets: $419,167.77/Net worth: $373,150.19: April 21, 2023 first time I ever hit the 373k!
Total in assets: $416,945.17/Net worth: $370,829.18: April 13, 2023 - first time I am in the 370k!
Total in assets: $415,945.38/Net worth: $369,820.54: April 11, 2023
Total in assets: $413,311.52/Net worth: $366,524.01: February 13, 2023
Total in assets: $411,186.99/Net worth: $364,399.48: February 10, 2023
Total in assets: $408,656.95/Net worth: $361,844.12: February 7, 2023
Total in assets: $407,606.87/Net worth: $361,043.28: January 17, 2023
Total in assets: $405,708.89/Net worth: $359,060.31: January 16, 2023
Total in assets: $404,983.22/Net worth: $358,324.64: January 13, 2023
Total in assets: $403,429.72/Net worth: $356,771.14: January 12, 2023
Total in assets: $399,232.95/Net worth: $352,574.37: January 11, 2023
Total in assets: $396,629.76/Net worth $349,971.18: January 10, 2023
Total in assets: $395,568.27/Net worth $348,909.69: January 9, 2023
Total in assets: $393,444.59/Net worth $346,786.01: January 6, 2023

2022

Total in assets: $384,602.29/Net worth $337,875.65: December 30, 2022
Total in assets: $394,205.35/Net worth $347,621.02: November 25, 2022
Total in assets: $383,659.43/Net worth $337,227.95: November 11, 2022
Total in assets: $373,493.10/Net worth $327,061.62: November 4, 2022
Total in assets: $356,147.14/Net worth $309,920.82: October 11, 2022
Total in assets: $396,620.95/Net worth $350,590.82: August 14, 2022
Total in assets: $369,523.83/Net worth $323,815.43: June 24, 2022
Total in assets: $367,287.71/Net worth $321,579.31: June 20, 2022
Total in assets: $364,145.55/Net worth $318,437.15: June 18, 2022
Total in assets: $398,010.84/Net worth $352,164.94: June 2, 2022
Total in assets: $385,843.39/Net worth  May 20, 2022: $340,156.47
Total in assets: $407,547.23/Net worth $361,442.42: April 20, 2022 
Total in assets: $405,658.35/Net worth $358,941.11: March 29, 2022
Total in assets: $403,792.28/Net worth $357,075.04: March 25, 2022
Total in assets: $402,081.01/Net worth $355,363.77: March 22, 2022
Total in assets: $400,979.64/Net worth $354,262.40: March 21, 2022 - First time I ever hit on the $400,000 in total assets!
Total in assets: $398,652.13/Net worth $352,071.24: March 18, 2022 - First time I ever hit on the $350,000 in net worth value!
Total in assets: $396,355.91/Net worth $349,713.01: March 10, 2022
Total in assets: $393,037.13/Net worth: $347,573.53: March 4, 2022
Total in assets: $391,766.36/Net worth: $345,622.80: February 9, 2022
Total in assets: $382,726.19/Net worth: $341,862.36: February 2, 2022
Total in assets: $386,320.32/Net worth: $340,128.37: February 1st, 2022

2021
Total in assets: $385,979.66/Net worth: $339,434.39: December 31, 2021
Total in assets: $382,726.19/Net worth: $336,268.16: December 23, 2021
Total in assets: $388,421.37/Net worth: $340,312.77 - FIRST TIME I EVER REACHED A $340,000 NET WORTH!
November 8, 2021
Total in assets: $387,068.51/Net worth: $338,959.91: November 5, 2021
Total in assets: $384,785.92/Net worth: $336,781.52: October 20, 2021
Total in assets: $382,580.80/Net worth: $334,576.40: October 19, 2021
Total in assets: $379,263.95/Net worth: $330,680.17: October 14, 2021

Total in assets: $364,072.52/Net worth: $315,407.64: July 26, 2021
Total in assets: $358,867.59/Net worth: $311,858.22: June 15, 2021
Total in assets: $354,774.64/Net worth: $307,559.30: June 10, 2021
Total in assets: $348,042.77/Net worth: $300,799.45 - FIRST TIME I EVER REACHED 300k in net worth, on May 26, 2021
Total in assets: $346,583.88/Net worth: $298,486.93: May 20, 2021
Total in assets: $349,651.45/Net worth: $298,435.31: May 7, 2021
Total in assets: $347,002.53/Net worth: $297,614.64: April 16, 2021
Total in assets: $338,188.16/Net worth: $287,914.75: March 11, 2021
Total in assets: $333,970.92/Net worth: $283,675.99: March 9, 2021
Total in assets: $328,881.12/Net worth: $279,611.57: February 10, 2021
Total in assets: $326,670.02/Net worth: $278,758.37: February 8, 2021
Total in assets: $324,891.52/Net worth: $276,979.87: February 4, 2021
Total in assets: $322,236.52/Net worth: $274,318.36: February 3, 2021
Total in assets: $327,639.01/Net worth: $274,298.23: January 19, 2021
Total in assets: $316,192.85/Net worth: $268,180.14: January 7, 2021
Total in assets: $313,003.95/Net worth: $264,915.22: January 6, 2021
Total in assets: $310,587.36/Net worth: $262,498.63: January 5, 2021

2020
Total in assets: $310,392.38/Net worth: $259,661.24: December 31, 2020
Total in assets: $307,812.05/Net worth: $259,070.79: December 24, 2020
Total in assets: $306,444.25/Net worth: $258,948.73: December 4, 2020
Total in assets: $304,701.39/Net worth: $257,331.58: November 27, 2020
Total in assets: $300,956.84/Net worth: $253,587.03: November 24, 2020
Total in assets: $298,903.01/Net worth: $251,533.20: November 23, 2020
Total in assets: $296,643.60/Net worth: $249,158.71: November 20, 2020
Total in assets: $294,514.87/Net worth: $247,145.87: November 11, 2020
Total in assets: $291,172.40/Net worth: $243,802.59: November 10, 2020
Total in assets: $287 803.13/Net worth: $240 433.32: November 9, 2020
Total in assets: $277,872.92/Net worth: $226,678.26: August 5, 2020
Total in assets: $276,627.27/Net worth: $227,745.47: June 6, 2020
Total in assets: $263,304.63/Net worth: $211,395.63: April 29, 2020
Total in assets: $241 461,13/Net worth: $194 558,29: March 13, 2020
Total in assets: $282,640.61/Net worth: $235,284.72: February 21, 2020
Total in assets: $304,955.72/Net worth: $257,187.44: February 12, 2020
Total in assets: $296,200.07/Net worth: $250,595: January 16, 2020
Total in assets: $292,715.58/Net worth: $244,970.41: January 9, 2020

2019
Total in assets: $288,237.52/Net worth: $239,582.44: December 31, 2019
Total in assets: $278,823.27/Net worth: $230,902.04: September 17, 2019
Total in assets: $271,896.19/Net worth: 226,137.05: June 24, 2019
Total in assets: $269 950.21/Net worth: $222 942.87: April 5, 2019
Total in assets: $251 634.94/Net worth: $206 278.84: January 18, 2019
Total in assets: $238 656.07/Net worth: $191 009.83: January 4, 2019

2018
Total in assets: $270 679.86/Net worth: $204 306.57: November 16, 2018
Total in assets: $332 750.88/Net worth: $232 609.15: August 3, 2018
Total in assets: $331 413.83/Net worth: $232 280.40: June 20, 2018
Total in assets: $326 085.75/Net worth: $226 801.92: June 3, 2018
Total in assets: $322 479.23/Net worth: $222 850.15: May 4, 2018
Total in assets: $319 644.86/Net worth: $217 246.23: March 16, 2018

2017
Total in assets: $318 544.64/Net worth: $221 989.65: December 29, 2017
Net worth on the date of November 17, 2017: $211 430.89
Net worth on the date of October 27, 2017: $212 633.39
Net worth on the date of September 29, 2017: $206 352.49
Net worth on the date of April 24, 2017: $204 277.66
Net worth on the date of March 31, 2017: $200 325.69
Net worth on the date of March 29, 2017: $198 299.73
Net worth on the date of March 18, 2017: $193 969.21

2016
Net worth on the date of December 30, 2016: $184 074.35

Net worth after debt on the date of January 1, 2014:
$101 172.99 (yes, finally, IN NET WORTH!).

On the date of February 16, 2011, the TMX hit 14 000+ points, and I exceeded the 150k in assets! (Not net worth yet).

On September 9, 2010, I reached $100,000 in assets! (not in net worth yet).

On the date of August 5, 2009, I reached my investment goal: I reached $50 000 worth of assets! (NOW, net worth).

On the date of December 5, 2009, I had exceeded $60 000 in assets! (not in net worth yet).   

My investment portfolio on date of January 2... 2026!

Savings: $5,830.09

Stocks and Units investment portfolio $CAN

Loblaw Companies (L)
WSP Global Inc. (WSP)
George Weston Limited (WN)
TMX Group Inc. (X)
Canadian National Railway Co (CNR)
Methanex Corporation (MX)
Power Corporation of Canada Subordinate Voting Shares (POW)
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM)
Fortis Inc. (FTS)
Savaria Corporation (SIS)
South Bow Corporation (SOBO)
Bank of Nova Scotia (The) (BNS)
TransCanada Corp (TRP)
K-Bro Linen Inc. (KBL)
Enbridge Inc. (ENB)
Royal Bank of Canada (RY)
National Bank of Canada (NA)
Canadian Imperial Bank Of Commerce (CM)
Pembina Pipeline Corporation (PPL)
Exchange Income Corporation (EIF)
Open Text Corporation (OTEX)
Paramount Resources Ltd. Class A Common Shares (POU)
Toronto-Dominion Bank (TD)
Whitecap Resources Inc. (WCP)
Brookfield Renewable Partners L.P. (BEP.UN)
Alaris Equity Partners Income Trust (AD.UN)
Granite Real Estate Investment Trust (GRT.UN)
Premium Brands Holdings Corporation (PBH)
Algoma Central Corporation (ALC)
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
Ninepoint Energy Income Fund ETF (NRGI)
Russel Metals Inc. (RUS)
CT Real Estate Investment Trust (CRT.UN)
iShares S&P/TSX Capped REIT Index (XRE)
Slate Grocery REIT (SGR.UN)
SmartCentres Real Estate Investment Trust (SRU.UN)
Canadian Natural Resources Limited (CNQ)
New Flyer Industries Inc. (NFI)
Ag Growth International Inc. (AFN)
Caribbean Utilities Company Ltd. Class A Ordinary Shares (CUP.U)
Telus Corp (T)
TOTAL: $166,631.65 

Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B)
Vanguard Russell 1000 Growth Index Fund (VONG)
Nu Holdings Ltd. (NU)
CSX Corporation (CSX)
General Mills Inc. (GIS)
Brookfield Infrastructure Corporation (BIPC)
Pfizer Inc. (PFE)
Vanguard Total International Stock Index Fund ETF Shares (VXUS)
TOTAL: $5,874.38 US: $8,051.43 CAN

Tax-free savings account (TFSA):
WSP Global Inc. (WSP)
Toromont Industries Ltd (TIH)
Brookfield Renewable Energy Partners L.P. (BEP.UN)
Brookfield Infrastructure Partners L.P. (BIP.UN)
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM)
Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
Kraken Robotics Inc. (PNG)
Brookfield Corporation Class A Limited Voting Shares (BN)
Royal Bank of Canada (RY)
TMX Group Limited (X)
Purpose Bitcoin ETF CAD ETF non-currency hedged units (BTCC.B)
Canadian Imperial Bank Of Commerce (CM)
Suncor Energy Inc. (SU)
Toronto-Dominion Bank (TD)
Finning International Inc. (FTT)
Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Power Corporation of Canada Subordinate Voting Shares (POW)
Exchange Income Corporation (EIF)
CT Real Estate Investment Trust (CRT.UN)
Canadian National Railway Co (CNR)
Chemtrade Logistics Income Fund (CHE.UN)
Alimentation Couche-Tard Inc. (ATD)
Total Energy Services Inc. (TOT)
Calian Group Ltd. (CGY)
Metro Inc. (MRU)
National Bank of Canada (NA)
Amerigo Resources Ltd. (ARG)
Aecon Group Inc. (ARE)
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Hamilton Enhanced U.S. Covered Call ETF (HYLD)
Emera Inc. (EMA)
Granite Real Estate Investment Trust (GRT.UN)
Bank of Nova Scotia (BNS)
Alaris Equity Partners Income Trust (AD.UN)
North West Company Inc. (The) (NWC)
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
Canadian Utilities Limited (CU)
Empire Company Limited Non-Voting Class A Shares (EMP.A)
Pembina Pipeline Corporation (PPL)
Diversified Royalty Corp. (DIV)
Nutrien Ltd. (NTR)
Fortis Inc. (FTS)
CGI Inc. (GIB.A)
Boston Pizza Royalties Income Fund (BPF.UN)
ATCO Ltd. (ACO.Y)
Boralex Inc. Class A Shares (BLX)
Saputo Inc. (SAP)
3iQ CoinShares Ether ETF (ETHQ)
Algoma Central Corporation (ALC)
Plaza Retail REIT (PLZ.UN)
Goodfellow Inc. (GDL)
Whitecap Resources Inc. (WCP)
Slate Grocery REIT (SGR.UN)
Westshore Terminals Investment Corporation (WTE)
Guardian Capital Group Limited (GCG)
Boyd Group Services Inc. (BYD)
Cargojet Inc. (CJT)
Canadian Net Real Estate Investment Trus (NET.UN)
Rogers Communications Inc. (RCI.B)
Wajax Corporation (WJX)
SIR Royalty Income Fund (SRV.UN)
Ninepoint Energy Income Fund ETF (NRGI)
A&W Food Services of Canada Inc. (AW)
Telus Corp (T)
Parex Resources Inc. (PXT)
Labrador Iron Ore Royalty Corporation (LIF)
Andrew Peller Limited (ADW.A)
Algonquin Power & Utilities Corp. (AQN)
European Residential Real Estate Investment Trust (ERE.UN)
Verde Agritech Plc Ordinary Shares (NPK)
Wescan Energy Corp. (WCE)
Tilray Inc (TLRY)
Data Communications Mgmt (DCM)
DNI Metals Inc. (DMNKF)
Evolve NASDAQ Technology Enhanced Yield Index Fund (QQQY)
Global X Nasdaq-100 Covered Call ETF (QQCC)
Harvest Tech Achievers Enhanced Income ETF (HTAE)
Purpose Bitcoin Yield ETF (BTCY)
Harvest Amazon Enhanced High Income Shares ETF (AMHE)
Harvest Microsoft Enhanced High Income Shares ETF (MSHE)
Harvest NVIDIA Enhanced High Income Shares ETF (NVHE)
Evolve S&P 500® Enhanced Yield Fund (ESPX)
Evolve European Banks Enhanced Yield ETF (EBNK)
TOTAL: $157,146.12

RSP investment portfolio:
Thomson Reuters Corporation (TRI)
Savaria Corporation (SIS)
Brookfield Renewable Partners L.P. (BEP.UN)
Royal Bank of Canada (RY)
Toromont Industries Ltd (TIH)
Sprott Physical Gold Trust (PHYS)
Emera Incorporated (EMA)
Finning International Inc. (FTT)
Toronto-Dominion Bank (TD)
iA Financial Corporation Inc. (IAG)
Leon's Furniture Limited (LNF)
CAE Inc. (CAE)
Quebecor Inc. (QBR.B)
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A)
National Bank of Canada (NA)
Canadian Imperial Bank Of Commerce (CM)
Bird Construction Inc. (BDT)
Capital Power Corporation (CPX)
Exchange Income Corporation (EIF)
Richards Packaging Income Fund (RPI.UN)
Power Corporation of Canada Subordinate Voting Shares (POW)
Stantec Inc. (STN)
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Information Services Corporation Class A Limited Voting Shares (ISC)
TMX Group Limited (X)
Ivanhoe Mines Ltd. (IVN)
Suncor Energy Inc. (SU)
Alaris Equity Partners Income Trust (AD.UN)
Urbana Corp (URB)
TWC Enterprises Limited (TWC)
Hamilton Enhanced U.S. Covered Call ETF (HYLD)
Taiga Building Products Ltd. (TBL)
North West Company Inc. (The) (NWC)
MEG Energy Corp. (MEG)
Bank of Nova Scotia (BNS)
Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
Boralex Inc. Class A Shares (BLX)
Vitreous Glass Inc. (VCI)
ARC Resources Ltd. (ARX)
Loblaw Companies Limited (L)
Topaz Energy Corp. (TPZ)
Olympia Financial Group Inc. (OLY)
George Weston Limited (WN)
Calian Group Ltd. (CGY)
Manulife Financial Corporation (MFC)
Algoma Central Corporation (ALC)
Morguard North American Residential Real Estate Investment Trust (MRG.UN)
Canadian Natural Resources Limited (CNQ)
Wajax Corporation (WJX)
Pembina Pipeline Corporation (PPL)
JFT Strategies Fund Class A Units (JFS.UN)
Keyera Corp. (KEY)
Guardian Capital Group Limited (GCG)
Empire Company Limited Non-Voting Class A Shares (EMP.A)
Russel Metals Inc. (RUS)
Maple Leaf Foods Inc. (MFI)
Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
Whitecap Resources Inc. (WCP)
Canadian National Railway Company (CNR)
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM)
ADENTRA Inc. (ADEN)
Alimentation Couche-Tard Inc. (ATD)
Open Text Corporation (OTEX)
Parkland Corporation (PKI)
Nutrien Ltd. (NTR)
Metro Inc. (MRU)
Ninepoint Energy Income Fund ETF (NRGI)
Pender Growth Fund Inc. (PTF)
Goodfellow Inc. (GDL)
Valeura Energy Inc. (VLE)
ATS Corporation (ATS)
Dynacor Group Inc. (DNG)
Parex Resources Inc. (PXT)
Ag Growth International Inc. (AFN)
Cascades Inc. (CAS)
Ovintiv Inc. (OVV)
Interfor Corporation (IFP)
Wescan Energy Corp. (WCE)
AirBoss of America Corp. (BOS)
United Corporations Limited (UNC)
Thor Explorations Ltd. (THX)
Sprott Physical Platinum and Palladium Trust (SPPP)
Royal Canadian Mint - Canadian Gold Reserves Exchange-Traded Receipts (MNT)
Mineros S.A. (MSA)
Linamar Corporation (LNR)
Laurentian Bank of Canada (LB)
Hamilton Gold Producer YIELD MAXIMIZER TM ETF (AMAX)
Brookfield Business Partners L.P. (BBN.UN)
iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
Vanguard Global Momentum Factor ETF CAD (VMO)
Vanguard S&P 500 Index ETF (VFV)
Total: $100,342.76

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $4,563.56

Others: $1,159.90

NBI Income Fund: $1,364.05

Manulife Fidelity NorthStar GIF CAP
Manulife Simplicity Growth Portfolio
Maritime Life CI Harbour Seg Fund
Maritime Life Fidelity True North Seg Fund
Manulife GIF MLIA B World Invest
Total: $11,762.46

Other various: $71,713.67

TOTAL: $190,906.40

Social Capital at Desjardins Membership share: $35
Online money: $41
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:

TOTAL: $528,641.69
On date of January 2, 2026