Welcoming a TSX at 31,000 points for the first time ever!

Today was a special day: the TSX closed above 31,000 points for the very first time. It ended today’s session at 31,180.25 points. To mark the occasion, I published an update of my investment portfolio. My net worth is currently sitting at $516,742.75.

My investment portfolio on date of November 26, 2025

Savings: $4,123.14

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: $164,825.64

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)
TOTAL: $6,031.28 US, $8,467.92 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)
TOTAL: $152,391.45

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)
Total: $97,410.18   

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $4,519.48

Others: $1,159.90

NBI Income Fund: $1,379.98

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: $11,674.63

Other various: $70,714.43

TOTAL: 186,858.60

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

TOTAL: $516,742.75
On date of November 26, 2025

A new investment idea for my RRSP portfolio: Hamilton Gold Producer YIELD MAXIMIZER™ ETF (AMAX) - Part 2

You know, a good idea is a good idea until it isn’t anymore.

In the previous post, I explained what I planned to do once the shares I hold in Guardian Capital Group Limited (GCG) no longer trade on the TSX, which will happen sometime in 2026, probably fairly soon. I wanted to have a plan ready for when the money comes in – and we are talking about a good sum of money here, several thousand dollars, actually closer to $10,000 than $5,000. So you can see why I am trying so hard to come up with a very good plan. When I posted my idea for that money, I thought I had a very good plan, but after thinking about it again, I now believe that investing in Hamilton Gold Producer YIELD MAXIMIZER™ ETF (AMAX) might not be the key to all my problems.

AMAX has been trading on the TSX only since 2024, so it doesn’t have a lot of history behind it. AMAX’s overall chart looks very good – but that’s only based on a couple of months, during which gold delivered extremely strong returns. Gold investments are volatile, like any investment. For now, gold is trading near its highs. Such good results cannot last forever. That being said, I do think gold is a good investment for the long term. The only question is whether AMAX is a good investment for the long term and whether its distribution is sustainable over the long run. At 6.782%, AMAX’s yield is high, but it’s not outrageously high. Still, it’s not exactly a conservative dividend either. The fact is, AMAX charmed me because that pick would allow me to exceed $1,000 in monthly dividend income from my TFSA and non-registered portfolios.

When it comes to investing, dividends have always been important, but not as important as the quality of the assets I hold. Dividends came as a little extra. But now, at the equivalent of $971.51 per month, the dividend income coming from my TFSA, non-registered, and, not to forget, my U.S. dollar portfolio is actually going somewhere. And now that the $1,000 mark is so close, wouldn’t it be so much fun to actually be in the 1k?

At this point in my journey, I should know what to do with my money. I am trying very hard, but sometimes, like now, I simply have no idea. I sincerely think that my reaction, and the fact that I cannot decide where to park my money, is actually quite normal and honest. We are living in very particular times. The TSX closed today’s session at a splendid 30,900.65 points, +296.35, +0.97%. The TSX is trading near its highest level ever. We are so close to 31,000 points that it’s just not making any sense at all.

Basically, this post was meant to be just an "oh wait", maybe Hamilton Gold Producer YIELD MAXIMIZER™ ETF (AMAX) is not where I should park several thousand dollars after all… Sorry! Or not.

A new investment idea for my RRSP portfolio: Hamilton Gold Producer YIELD MAXIMIZER™ ETF (AMAX)

This summer, on our way back from a family vacation in Cap-Pelé, we stopped by the Magnetic Hill Zoo in Moncton. We had the perfect day. It wasn’t too hot, and the sun was nowhere to be seen. We wouldn’t have gone to the zoo if it had been a hot, sunny day. Among the lovely animals we saw were Azizi the lion and the female lion Amara, who were definitely the stars of the zoo. Sadly, it was announced today that Azizi has passed away. He was 18 years old and spent most of his life at Moncton’s Magnetic Hill Zoo.

These are the pictures I took of Azizi and Amara during my visit. They were pretty much asleep the whole time. I don’t know if it’s a good idea to keep animals in captivity in cages just for our entertainment. I still enjoyed my visit to the Magnetic Hill Zoo, though. I hadn’t visited a zoo in a very long time.

Following the sale of my Telus Corp (T) shares inside my RRSP portfolio, I was left with a couple of thousand dollars in cash, patiently waiting to be invested somewhere else. I actually have a few ideas, but for one reason or another, it’s difficult to come up with investment ideas for my RRSP, especially knowing that soon enough I’ll have a few thousand more to invest by the end of the year. It’s not a process that I enjoy, as I almost find it a waste of money since RRSP funds can only be touched much later in life. So I don’t know yet what I’ll be investing in for my RRSP, but I did come up with a great idea for my TFSA portfolio for when Guardian Capital Group Limited (GCG) will no longer be trading on the TSX and I’m left with several thousand dollars just waiting to be invested.

So here’s the plan I’ve been working on, focusing a bit too much on the dividend income, making it almost feel like it’s my top priority. Currently, my monthly dividend income is a little bit down, at $971. What I like about my plan is that I’ll be able to exceed the equivalent of $1,000 in dividend income per month. I’ve been dancing around the $1,000 mark for a little while now without actually being there.

It hasn’t been easy to come up with this idea, but basically, I started by looking for options among what I already hold in my portfolio. I’m already pretty packed with PPL and ENB. The energy sector has great dividend payers. I just had no idea where to park my money. Then I looked at my Hamilton Enhanced U.S. Covered Call ETF (HYLD) shares.

When I first invested in HYLD, I was quite skeptical. The price per unit was low, and the ETF was paying a very high distribution. Normally, I wouldn’t have invested in it, but I did because it offered me a bit of exposure to the U.S. market, which wouldn’t hurt in my opinion since most of my assets are concentrated on the good Canadian side. So I finally invested in Hamilton Enhanced U.S. Covered Call ETF (HYLD) in both my RRSP and TFSA portfolios. I’ve been enjoying their monthly distributions, but that’s not all. I’ve also been enjoying some capital gains: +18% in my RRSP portfolio, and +40% for the HYLD shares I hold inside my TFSA portfolio.

For those reasons, I’ve been looking into more Hamilton ETF options. I actually went through each of their funds, and this is how I found the investment that will soon replace my Guardian Capital Group Limited (GCG) shares inside my TFSA portfolio. That new investment is the Hamilton Gold Producer YIELD MAXIMIZER™ ETF (AMAX). Once GCG disappears from the TSX, I plan to reinvest the money in AMAX. That’s the plan for now. My plan could eventually change. AMAX’s yield is 7.232%, and distributions are paid monthly. I already have exposure to gold with Sprott Physical Gold Trust (PHYS) inside my RRSP, but I can handle a little bit more gold inside my investment portfolio. PHYS doesn’t pay any dividend, so AMAX will add income to that gold exposure.

A Big Thank You and Goodbye to Northland Power Inc. (NPI)

Today, I woke up and decided to sell my shares of Northland Power Inc. (NPI) that I was holding in my TFSA portfolio. I wasn’t holding much NPI anyway. I own so many stocks in my investment portfolio that dumping one or two names I don’t like anymore won’t hurt me, especially if those stocks are poor performers. One reason I went ahead and sold my NPI shares was to free up some easy cash to invest inside my RRSP portfolio. I lost around $100 on my NPI investment, but I’ll get that money back on my tax return—and even more—so I am not mad.

Today, a stock that I hold in my non-registered, TFSA, and RRSP portfolios has been in the spotlight: Telus Corp (T). I couldn’t care less about the opinion of a U.S. firm on my beloved Canadian stocks, but I have to admit that what “the firm,” not to name them, said about Telus resonated with me. Telus could eventually face problems paying its high dividend. Not too long ago, BCE Inc. (BCE) faced the exact same scenario. It seems that the Canadian telecommunication sector is taking a hit, and that’s the case for BCE, Telus, as well as Rogers Communications. One exception to the rule is Quebecor Inc., which appears to be doing better than the others. I hold some Quebecor Inc. (QBR.B) shares inside my RRSP portfolio.

Over the past 52 weeks, Telus’ stock price has ranged from $23.29 to $18.95. Telus closed today’s session at $19 per share. It seems like there’s no room right now for Telus to experience rational growth. Don’t expect Telus to hit $25 per share anytime soon—it’s not going to happen. One major problem Telus shareholders are facing is that if Telus cuts its dividend, the stock could eventually lose value, and that wouldn’t be ideal. For that reason, I decided to sell the Telus shares I was holding inside my RRSP portfolio. Fortunately, in my RRSP, I was still sitting on a small gain with Telus, since it’s a stock I’ve held there for a really long time. In both my TFSA and non-registered portfolio, I am currently facing a small loss on my Telus investment. It’s never fun, but since I am already holding Telus in my TFSA and non-registered portfolios, selling the shares I had in my RRSP for a small gain seemed like the right thing to do.

After Two Great Years, Can 2026 Push My Net Worth to $550,000?

My stock portfolio lost around $1,500 today, a totally normal reaction to the market. The TSX closed today’s session at 30,076.21 points, down 250.25 points or -0.83%. My net worth is probably around $517,000 right now. Still strong. In 2025, it was the first time I reached the 500k mark. Over the past two years, my stock portfolio has gained close to $140,000. I had two excellent years. Can 2026 be just as good and lead me to at least a $550,000 net worth?

I wouldn’t be surprised if the upcoming months turn out to be more difficult. My net worth could go back down into the 400k range. I am getting mentally ready for such a scenario. However, under no circumstances am I wishing for a stock market crash or a heavy correction to arrive anytime soon. Yes, stocks would become cheaper, but it would break my heart to see my valuable net worth fall back below the 500k mark. I have experienced some difficult years. For example, in 2022, I started the year with a net worth of $340,128.37 and closed it on a lower note at $337,875.65. Similar scenarios could happen again and, when they do, trust me, it’s no fun.

Time is passing by quite quickly. In less than two months from now, we’ll be celebrating the New Year. Not that I am ready to jump into a new year, but I am never really ready anyway. This is the time of year when I try to figure out how much extra I should contribute to my RRSP. Money being tight these days, I was thinking about proceeding with a contribution in kind with the New Flyer Industries Inc. (NFI) shares that I hold inside my non-registered portfolio and having them transferred over to my RRSP stock portfolio. By doing so, I would only have something like $2,000 to contribute out of pocket, and I would hopefully get a $2,000 tax return.

Last year, I contributed a whopping $15,000 to my RRSP and received a tax refund of about $4,200. Unless you hold a lot of cash, already have a solid emergency fund, and already have a good amount invested in your TFSA, I don’t think it’s really worth it to make large RRSP contributions, unless you are in an extremely privileged financial situation. Things are going quite well for me with that 500k+ net worth of mine, but I currently have less than $4,000 in savings, which means I basically have next to nothing in what you may define as an emergency fund. Earlier this year I had a bit more in savings, but I spent the money on summer vacations and other extravagances.

Over the past few weeks, many great Canadian stocks that I hold in my investment portfolio have increased their dividends, including Granite REIT (GRT.UN), Suncor Energy (SU), Fortis Inc. (FTS), Exchange Income Corp. (EIF), and CGI Inc. (GIB.A). Sometimes it just adds a few dollars to my dividend income, but it always helps. Currently, my dividend income coming from my non-registered, US, and TFSA portfolios is now equivalent to $973 per month. I am only $313 away from reaching the equivalent of $1,000 per month. And even then, it wouldn’t be an amount that clearly shows up in my pockets because I am on a DRIP for my biggest holdings. I don’t actually receive the equivalent of $973 per month in cash from my dividends. However, it’s almost as if I did. I’ve been dancing around that 1k mark for a little while. I’ll probably get there in maybe two years from now, even if I don’t invest any new money.

Most of my stocks usually announce dividend increases, but from time to time, because I hold so many stocks in my investment portfolio—one of my precious stocks announces a dividend decrease. Unfortunately, that has recently been the case with Northland Power Inc. (NPI).

My investment portfolio on date of November 12, 2025

Savings: $3,740.91

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: $167,218.72

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)
TOTAL: $5,939.96 US: $8,387.22 CAD

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)
Northland Power Inc. (NPI)
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)
TOTAL: $153,143.08

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)
Telus Corp (T)
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)
Total: $96,933.71

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $4,494.21

Others: $1,159.90

NBI Income Fund: $1,376.82

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: $11,674.63

Other various: $70,773.32

TOTAL: $186,412.59

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

TOTAL: $518,978.52
On date of November 12, 2025

My Top Gainers: What’s Been Working in My Stock Portfolio

Yesterday, I posted a special edition of my investment portfolio. Next to each holding, I listed its current return (in %) to help you see where every position stands in the portfolio. I do this exercise from time to time, and it’s always insightful.

Here are my biggest winners—positions with at least a +100% gain—across my non-registered, TFSA, RRSP (stocks-only), and U.S. portfolios:

Loblaw Companies (L), +534.79%

Sector: Food & Drug Retailing

WSP Global Inc. (WSP), +439.06%

Sector: Construction & Engineering

George Weston Limited (WN), +414.68%

Sector: Food & Drug Retailing

Thomson Reuters Corporation (TRI), +355.17%

Sector: Professional & Commercial Services

WSP Global Inc. (WSP), +303.39%

Sector: Construction & Engineering

TMX Group Inc. (X), +280.25%

Sector: Investment Banking & Investment Services

Toromont Industries Ltd (TIH), +245.76%

Sector: Machinery, Equipment & Components

Canadian National Railway Co (CNR), +235.27%
Sector: Freight & Logistics Services

Brookfield Infrastructure Partners L.P. (BIP.UN), +226.51%

Sector: Industrial Conglomerates

Brookfield Renewable Energy Partners L.P. (BEP.UN), +226.69%

Sector: Electric Utilities & IPPs

Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), +220.47%

Sector: Investment Banking & Investment Services

Methanex Corporation (MX), +210.28%

Sector: Chemicals

Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A), +200.52%

Sector: Machinery, Equipment & Components

Savaria Corporation (SIS), +169.92%

Sector: Machinery, Equipment & Components

Kraken Robotics Inc. (PNG), +167.59%

Sector: Aerospace & Defense

Brookfield Renewable Partners L.P. (BEP.UN), +164.04%

Sector: Electric Utilities & IPPs

Royal Bank of Canada (RY), +150.53%

Sector: Banking Services

Brookfield Corporation Class A Limited Voting Shares (BN), +145.85%

Sector: Investment Banking & Investment Services

Power Corporation of Canada Subordinate Voting Shares (POW), +143.72%

Sector: Insurance

Toromont Industries Ltd (TIH), +138.57%

Sector: Machinery, Equipment & Components

Royal Bank of Canada (RY), +136.50%

Sector: Banking Services

Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), +133.38%

Sector: Investment Banking & Investment Services

Fortis Inc. (FTS), +121.18%

Sector: Electric Utilities & IPPs

TMX Group Limited (X): +112.60%

Sector: Investment Banking & Investment Services

Purpose Bitcoin ETF CAD ETF non-currency hedged units (BTCC.B): +109.15%

Sector: This is an ETF, Bitcoin related

Savaria Corporation (SIS), +108.97%

Sector: Machinery, Equipment & Components

Canadian Imperial Bank Of Commerce (CM), +107.91%

Sector: Banking Services

South Bow Corporation (SOBO), +104.71%

Sector: Oil & Gas Related Equipment and Services

Suncor Energy Inc. (SU), +104.62%

Sector: Oil & Gas

Sprott Physical Gold Trust (PHYS), +104.42%

Sector: This is an ETF - gold related

Emera Incorporated (EMA), +101.41%

Sector: Electric Utilities & IPPs

In my U.S. portfolio, I haven’t hit a +100% return on any position yet—though I probably did in the past. That said, I’ve made quite interesting gains on Berkshire Hathaway Inc. (BRK.B) at +97.61% and Vanguard Russell 1000 Growth Index Fund (VONG) at +72.17%.

In these inflationary times, as groceries keep getting more expensive, it’s fitting that my top gainer is Loblaw Companies (L), up a robust +534.79%. In third place is George Weston Limited (WN), with an excellent +414.68% gain. George Weston is a major owner of Loblaw Companies (L) and Choice Properties REIT (CHP.UN). I don’t currently own any CHP.UN units, but they could be a good addition in a small proportion.

I’ve been using Stockopedia successfully for a few years now. The platform has helped me pick some great stocks. Stockopedia’s ranking system, StockRank, score stocks from 0 to 100, with 100 being the strongest note.

Among my top holdings, those with a StockRank above 90:

• Emera Incorporated (EMA)
• Suncor Energy Inc. (SU)
• South Bow Corporation (SOBO)
• Canadian Imperial Bank of Commerce (CM)
• Savaria Corporation (SIS)
• Power Corporation of Canada (POW)
• Brookfield Renewable Partners L.P. (BEP.UN)

In the “80s club” on Stockopedia, I have:

• TMX Group Limited (X)
• Fortis Inc. (FTS)
• Royal Bank of Canada (RY)
• Toromont Industries Ltd. (TIH)
• Hammond Manufacturing Company Ltd. Class A Subordinate Voting Shares (HMM.A)
• Methanex Corporation (MX)
• Brookfield Infrastructure Partners L.P. (BIP.UN)
• WSP Global Inc. (WSP)
• Loblaw Companies (L)

In the 70s:

• George Weston Limited (WN)
• Thomson Reuters Corporation (TRI)
• Canadian National Railway Co. (CNR)

In the 60s:

• Kraken Robotics Inc. (PNG)

In the 50s:

• Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM)

Whenever I browse Stockopedia, I feel like I’m on a treasure hunt. Over the years I’ve made several great discoveries there—one of them is Kraken Robotics Inc. (PNG). The company is headquartered in Newfoundland and Labrador. It doesn’t pay a dividend and it’s a venture-listed name, so it comes with higher risk. I’ll let you explore Kraken Robotics on your own, but it’s truly an interesting company. In fact, Kraken Robotics (PNG) has become intriguing enough to catch the attention of our American “friends.” But hey, as Canadians, that’s part of the game. Public markets are open, and anyone can buy Canadian stocks, including Americans.

Among my best-performing stocks, these are the ones I’m confident are my strongest assets and worth holding:

• Emera Incorporated (EMA)
• Suncor Energy Inc. (SU)
• Canadian Imperial Bank of Commerce (CM)
• Power Corporation of Canada (POW)
• Brookfield Renewable Partners L.P. (BEP.UN)
• TMX Group Limited (X)
• Fortis Inc. (FTS)
• Royal Bank of Canada (RY)
• Toromont Industries Ltd. (TIH)
• Hammond Manufacturing Company Ltd. Class A Subordinate Voting Shares (HMM.A)
• Brookfield Infrastructure Partners L.P. (BIP.UN)
• WSP Global Inc. (WSP)
• Loblaw Companies (L)

Just like PNG, Hammond Manufacturing Company Ltd. Class A Subordinate Voting Shares (HMM.A) is a very great stock pick that I found using Stockopedia. In both case, their overall chart is quite strong. Take a look at Hammond Manufacturing cool stuff!

Pulling this together, my winners span defensives, infrastructure, and a few higher-beta names, proof that steady compounders and selective bets can coexist in the same portfolio. I’ll keep leaning on Stockopedia to surface ideas, add small trial positions when something intrigues me, and prune when the facts change. As always, this isn’t advice, just one small investor sharing the journey. If you have thoughts on CHP.UN or a favorite high-ranked pick I should review next, drop it in the comments.

My investment portfolio on date of October 24, 2025

Savings: $4,628.33

Stocks and Units investment portfolio $CAN
Loblaw Companies (L), +534.79%
WSP Global Inc. (WSP), +439.06%
George Weston Limited (WN), +414.68%
TMX Group Inc. (X), +280.25%
Canadian National Railway Co (CNR), +235.27%
Methanex Corporation (MX), +210.28%
Power Corporation of Canada Subordinate Voting Shares (POW), +143.72%
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), +133.38%
Fortis Inc. (FTS), +121.18%
Savaria Corporation (SIS), +108.97%
South Bow Corporation (SOBO), +104.71%
Bank of Nova Scotia (The) (BNS), +96.44%
TransCanada Corp (TRP), +90.19%
K-Bro Linen Inc. (KBL), +88.70%
Enbridge Inc. (ENB), +84.61%
Royal Bank of Canada (RY), +81.98%
National Bank of Canada (NA), +76.77%
Canadian Imperial Bank Of Commerce (CM), +76.08%
Pembina Pipeline Corporation (PPL), +72.76%
Exchange Income Corporation (EIF), +61.92%
Open Text Corporation (OTEX), +59.85%
Paramount Resources Ltd. Class A Common Shares (POU), +44.95%
Toronto-Dominion Bank (TD), +41.66%
Whitecap Resources Inc. (WCP), +39.32%
Brookfield Renewable Partners L.P. (BEP.UN), +39.18%
Alaris Equity Partners Income Trust (AD.UN), +35.30%
Granite Real Estate Investment Trust (GRT.UN), +29.64%
Premium Brands Holdings Corporation (PBH), +24.87%
Algoma Central Corporation (ALC), +22.18%
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A), +20.01%
Ninepoint Energy Income Fund ETF (NRGI), +19.68%
Russel Metals Inc. (RUS), +15.47%
CT Real Estate Investment Trust (CRT.UN), +14.29%
iShares S&P/TSX Capped REIT Index (XRE), +14.25%
Slate Grocery REIT (SGR.UN), +13.16%
SmartCentres Real Estate Investment Trust (SRU.UN), +9.78%
Canadian Natural Resources Limited (CNQ), +8.77%
New Flyer Industries Inc. (NFI), +6.99%
Ag Growth International Inc. (AFN), -29.67%
Caribbean Utilities Company Ltd. Class A Ordinary Shares (CUP.U), -1.80%
Telus Corp (T), -1.22%
TOTAL: $164,350.27, +109.58%

Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B), +97.61%
Vanguard Russell 1000 Growth Index Fund (VONG), +72.17%
Nu Holdings Ltd. (NU), +9.92%
CSX Corporation (CSX), +9.78%
General Mills Inc. (GIS), +2.97%
Brookfield Infrastructure Corporation (BIPC), +1.74%
Pfizer Inc. (PFE), -22.80%
TOTAL: $5,869.53 US, +97.61%: $8,238.47 CAN

Tax-free savings account (TFSA):
WSP Global Inc. (WSP), +303.39%
Toromont Industries Ltd (TIH), +245.76%
Brookfield Renewable Energy Partners L.P. (BEP.UN), +226.69%
Brookfield Infrastructure Partners L.P. (BIP.UN), +226.51%
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), +220.47%
Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A), +200.52%
Kraken Robotics Inc. (PNG), +167.59%
Brookfield Corporation Class A Limited Voting Shares (BN), +145.85%
Royal Bank of Canada (RY), +136.50%
TMX Group Limited (X): +112.60%
Purpose Bitcoin ETF CAD ETF non-currency hedged units (BTCC.B): +109.15%
Canadian Imperial Bank Of Commerce (CM), +107.91%
Suncor Energy Inc. (SU), +104.62%
Toronto-Dominion Bank (TD): +95.57%
Finning International Inc. (FTT), +88.01%
Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC), +85.64%
Power Corporation of Canada Subordinate Voting Shares (POW), +81.06%
Exchange Income Corporation (EIF), +76.12%
CT Real Estate Investment Trust (CRT.UN), +74.48%
Canadian National Railway Co (CNR), +72.86%
Chemtrade Logistics Income Fund (CHE.UN), +67.10%
Alimentation Couche-Tard Inc. (ATD), +66.59%
Total Energy Services Inc. (TOT), +63.33%
Calian Group Ltd. (CGY): +63.09%
Metro Inc. (MRU): +60.66%
National Bank of Canada (NA): +58.36%
Amerigo Resources Ltd. (ARG), +56.98%
Aecon Group Inc. (ARE): +52.09%
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC): +49.16%
Hamilton Enhanced U.S. Covered Call ETF (HYLD): +48.06%
Emera Inc. (EMA): +43.60%
Granite Real Estate Investment Trust (GRT.UN): +43.08%
Bank of Nova Scotia (BNS), +40.80%
Alaris Equity Partners Income Trust (AD.UN): +37.77%
North West Company Inc. (The) (NWC), +37.05%
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN): +34.07%
Canadian Utilities Limited (CU), +30.14%
Empire Company Limited Non-Voting Class A Shares (EMP.A), +30.66%
Pembina Pipeline Corporation (PPL): +28.43%
Diversified Royalty Corp. (DIV), +27.57%
Nutrien Ltd. (NTR): +26.81%
Fortis Inc. (FTS): +23.83%
CGI Inc. (GIB.A), +25.14%
Boston Pizza Royalties Income Fund (BPF.UN), +23.22%
ATCO Ltd. (ACO.Y): +23.13%
Boralex Inc. Class A Shares (BLX): +20.30%
Saputo Inc. (SAP): +20.26%
3iQ CoinShares Ether ETF (ETHQ): +18.90%
Algoma Central Corporation (ALC), +18.64%
Plaza Retail REIT (PLZ.UN), +12.91%
Goodfellow Inc. (GDL): +12.78%
Whitecap Resources Inc. (WCP), +12.25%
Northland Power Inc. (NPI), +10.07%
Slate Grocery REIT (SGR.UN), +7.33%
Westshore Terminals Investment Corporation (WTE), +3.41%
Guardian Capital Group Limited (GCG): +0.27%
Boyd Group Services Inc. (BYD), +0.66%
Cargojet Inc. (CJT), -0.13%
Canadian Net Real Estate Investment Trus (NET.UN), -0.73%
Rogers Communications Inc. (RCI.B), -1.08%
Wajax Corporation (WJX), -3.15%
SIR Royalty Income Fund (SRV.UN), -6.09%
Ninepoint Energy Income Fund ETF (NRGI), -9.49%
A&W Food Services of Canada Inc. (AW), -10.95%
Telus Corp (T), -18.18%
Parex Resources Inc. (PXT), -29.96%
Labrador Iron Ore Royalty Corporation (LIF), -35.01%
Andrew Peller Limited (ADW.A), -48.76%
Algonquin Power & Utilities Corp. (AQN), -43.99%
European Residential Real Estate Investment Trust (ERE.UN), -56.63%
Verde Agritech Plc Ordinary Shares (NPK), -77.99%
Wescan Energy Corp. (WCE), -81.69%
Tilray Inc (TLRY), -89.28%
Data Communications Mgmt (DCM), -99.29%
DNI Metals Inc. (DMNKF), -100%
TOTAL: $150,088.26, +52.61%

RSP investment portfolio:
Thomson Reuters Corporation (TRI), +355.17%
Savaria Corporation (SIS), +169.92%
Brookfield Renewable Partners L.P. (BEP.UN), +164.04%
Royal Bank of Canada (RY), +150.53%
Toromont Industries Ltd (TIH), +138.57%
Sprott Physical Gold Trust (PHYS), +104.42%
Emera Incorporated (EMA), +101.41%

Finning International Inc. (FTT), +94.70%
Toronto-Dominion Bank (TD), +83.15%

iA Financial Corporation Inc. (IAG), +80.47%

Leon's Furniture Limited (LNF), +80.29%
CAE Inc. (CAE), +78.74%

Quebecor Inc. (QBR.B), +78.18%
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A), +74.49%

National Bank of Canada (NA), +72.97%

Canadian Imperial Bank Of Commerce (CM), +62.20%

Bird Construction Inc. (BDT), +59.75%

Capital Power Corporation (CPX), +59.45%

Exchange Income Corporation (EIF), +58.79%
Richards Packaging Income Fund (RPI.UN), +57.92%

Power Corporation of Canada Subordinate Voting Shares (POW), +55.78%

Stantec Inc. (STN), +47.63%
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC), +43.09%
Information Services Corporation Class A Limited Voting Shares (ISC), +40.85%

TMX Group Limited (X), +40.23%

Ivanhoe Mines Ltd. (IVN), +39.25%

Suncor Energy Inc. (SU), +35.66%
Alaris Equity Partners Income Trust (AD.UN), +32.27%
Urbana Corp (URB), +32.03%
TWC Enterprises Limited (TWC), +28.68%

Hamilton Enhanced U.S. Covered Call ETF (HYLD), +25.18%

Taiga Building Products Ltd. (TBL), +25.93%

North West Company Inc. (The) (NWC), +24.99%

MEG Energy Corp. (MEG), +24.17%

Bank of Nova Scotia (BNS), +23.67%

Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A), +23.64%

Boralex Inc. Class A Shares (BLX), +20.62%

Vitreous Glass Inc. (VCI), +14.56%

ARC Resources Ltd. (ARX), +12.83%
Loblaw Companies Limited (L), +12.72%
Topaz Energy Corp. (TPZ), +11.69%
Telus Corp (T), +10.51%
Olympia Financial Group Inc. (OLY), +8.66%
George Weston Limited (WN), +7.28%
Calian Group Ltd. (CGY), +6.89%

Manulife Financial Corporation (MFC), +6.23%

Algoma Central Corporation (ALC), +5.32%

Morguard North American Residential Real Estate Investment Trust (MRG.UN), +4.02%

Canadian Natural Resources Limited (CNQ), +3.42%

Wajax Corporation (WJX), +3.02%

Pembina Pipeline Corporation (PPL), +2.52%
JFT Strategies Fund Class A Units (JFS.UN), +2.38%

Keyera Corp. (KEY), +1.23%
Guardian Capital Group Limited (GCG), +0.51%
Empire Company Limited Non-Voting Class A Shares (EMP.A), +0.48%
Russel Metals Inc. (RUS), -2.15%

Maple Leaf Foods Inc. (MFI), -2.60%
Rogers Communications Inc. Class B Non-voting Shares (RCI.B), -3.18%

Whitecap Resources Inc. (WCP), -3.36%

Canadian National Railway Company (CNR), -3.49%

Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), -3.72%

ADENTRA Inc. (ADEN), -3.99%

Alimentation Couche-Tard Inc. (ATD), -4.76%

Open Text Corporation (OTEX), -5.07%
Parkland Corporation (PKI), -5.53%

Nutrien Ltd. (NTR), -6.42%

Metro Inc. (MRU), -6.77%

Ninepoint Energy Income Fund ETF (NRGI), -10.98%

Pender Growth Fund Inc. (PTF), -15.28%

Goodfellow Inc. (GDL), -15.36%
Valeura Energy Inc. (VLE), -17.54%
ATS Corporation (ATS), -24.28%
Dynacor Group Inc. (DNG), -24.48%

Parex Resources Inc. (PXT), -27.38%

Ag Growth International Inc. (AFN), -29.81%

Cascades Inc. (CAS), -31.51%
Ovintiv Inc. (OVV), -66.89%

Interfor Corporation (IFP), -78.07%
Wescan Energy Corp. (WCE), -81.94%
AirBoss of America Corp. (BOS), -86.26%
Total: $98,178.49, +54.06%

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $4,468.49, +51.12%

Others: $1,159.90

NBI Income Fund: $1,378.98, -10.92%

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: $11,757.92, +65.04%

Other various: $70,384.38

TOTAL: $187,328.16

Social Capital at Desjardins Membership share: $35
Online money: $37
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:

TOTAL: $514,705.49
On date of October 24, 2025

Fresh investment stock ideas from JFT Strategies Fund Class A (JFS.UN) and Stockopedia — Vacation Edition

I am currently enjoying a few days of vacation in New Brunswick.

Only longtime readers will be familiar with this view:

Earlier this week, the TSX took a sharp downturn and lost over 500 points in a single day. I didn’t post that day, but I did check my portfolio to assess the damage. To my surprise, I actually closed the day up $36. I was quite happy, as I had been mentally prepared to take a hit. Today, the TSX is clawing its way back into the 30,000s, and it feels great. I estimate my net worth to be around $515,000. Today, my non-registered portfolio closed at $164,788.95, my U.S. portfolio at US$5,867.37, my RRSP stocks-only portfolio at $98,001.21, and my TFSA at $149,125.59. My numbers remain solid. I’m hopeful I can ride out any further market correction without too much trouble and stay at least within the $500,000.

Yesterday, I updated my dividend-income Excel sheet. My annual dividend income now stands at $14,589.67: $2,939.46 from my RRSP, $4,795.70 from my TFSA, US$118.12 from my U.S. portfolio, and $6,736.39 from my non-registered portfolio. I hadn’t updated my overall dividend figure in a while. A few days ago, Alaris Equity Partners Income Trust (AD.UN) announced a 9% distribution increase. Earlier in September, one of my major holdings also announced a welcome 1% dividend raise.

I have a bit of cash in my U.S. portfolio comin from recent distributions and went looking for a U.S. stock to buy. While reviewing the JFT Strategies Fund Class A Units (JFS.UN) holdings, I found a name that could be a good fit: Ituran Location and Control Ltd. (ITRN). I’ll only invest a small amount. In JFS.UN, ITRN represents 1.10% of the fund’s holdings. I always find it quite interesting to review the JFT Strategies Fund’s major holdings.

Over the years, I’ve added a few of the JFS.UN holdings into my own portfolio, with mixed results. I hold Ag Growth International Inc. (AFN) in my non-registered account, where it’s showing a loss of about –30%. In my TFSA, Northland Power Inc. (NPI) is up about +10%, as is Calian Group Ltd. (CGY). In my non-registered portfolio, Russel Metals Inc. (RUS) is up +15%, while in my RRSP it’s roughly –3%. In my TFSA, Total Energy Services Inc. (TOT) is up +65%, and in my RRSP, Bird Construction Inc. (BDT) is up +58%.

Back in February, I noted a very odd holding in the JFT Strategies Fund: Mercer Park Opportunities (SPAC.U). It still strikes me as a strange pick. In fact, SPAC.U is still in JFS.UN’s portfolio, and I’m not quite sure what to make of it. One thing is certain: I won’t be investing in Mercer Park Opportunities (SPAC.U).

When I’m done picking stocks from the JFT Strategies Fund’s top holdings, my favorite tool is Stockopedia. I’ve been using it for many years and really enjoy browsing all of its content. It’s pricey, but worth every penny. They usually offer good subscription deals in November for Black Friday. 

Inside my portfolio I have my core holdings, but I also like to add other stocks that catch my eye. Often ones I discover while browsing Stockopedia. Since my broker charges no commission, I can buy just one share of a new position to get a feel for it. I’ll admit: I do that fairly often. Alongside my proven, long-time dog fighters, I keep a few smaller, more speculative positions. Many of those were picked on Stockopedia, and sometimes those small positions grow into mid-sized holdings. Basically, I do whatever I want.

I did a bit of scrolling on Stockopedia today (rainy vacation day browsing!), and here are a few stocks I found interesting:

Mineros SA (MSA)
Thor Explorations Ltd. (THX)

Kiwetinohk Energy Corp. (KEC)
Triple Flag Precious Metals Corp. (TFPM)

Those four stocks are really well ranked in Stockopedia. 

Again this year, I will be investing in my RRSP portfolio. I was thinking about investing into Vanguard S&P 500 Index ETF (VFV) and iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ) for my RRSP.