My newest find on Stockopedia: Allied Properties Real Estate Investment Trust (AP.UN)

Its been a while since I didn't pick any new interesting stocks on Stockopedia, but I made a good catch this evening. I found Allied Properties Real Estate Investment Trust (AP.UN). I already have many REIT stocks in my portfolio, so this finding is not super wow, but I wouldn't mind investing a cute small amount of money in AP.UN. AP.UN has everything I need:

A strong overall chart:

Clearly, AP.UN suffers from the 2008 stock crash, but had recover ever since and its current 2019 value exceed its 2008 pre market stock crash. Allied Properties Real Estate Investment Trust has  good 3.3% dividend yield. AP.UN basically has everything that I like, the only problem is that AP is another REIT stocks.

A 15 700 points TSX and a $211 000 net worth

Today had been quite a good day for the TSX. I was really impressed by those healthy 15 700 points of today. So far, February had been an easy month and let's just hope it will continue this way. Its busy at work, so having an easy stock market to handle make things much smoother. Everything cannot be rocky all the time, at the same time. A 15 700 points, the 16 000 points are not really far away. 

In those good time, my non-registered portfolio closed today session at $122 111.16, my TFSA portfolio at $67 123.24, and my RRSP portfolio, stocks only, at $40 281.46. Currently, I estimate my net worth to be in the $211 000. Its mean that I am now only missing $89 000 to be sitting on a 300k net value. It will eventually happen, it's just a matter of time.

What a good surprise: looking like Aphria Inc. (APH) is getting back in the game. In order to keep my spirit, I must admit that I had given up on all hopes my for APH shares to ever go up again. I would have Aphria Inc. shares in my portfolio as a remembered that despite being a really great investor, I can sometimes be suck at it. But no no no. Mommy is too great! Currently, all Canadian pot stocks are kind of on an edge. However, I don't recommend investing in pot stocks, it's too volatile. And please remember my story with APH. 

Just in case - but it shouldn't be the case - that you don't read each of my precious posts on this blog, when I first invested in APH, I bought stocks, and I sell them not too long after, making a profit in the process. I was happy of course. But then, I decided to invest again in APH, and its when I got caught in. I could no longer sell Aphria Inc. at profit! And I still can't, I stuck with it. I have to hold on to it until it completely recovers. So learn from my mistake. Once your out of a deal stay out, don't get back in just for the heck of it, especially in the case of riskier investments.

Meet two of my calm soldier stocks: ACR.UN and GRT.UN

I can gladly say that I didn't spend any money yesterday, and the same thing for today, so I can really say that I save $929.11 for the month of January, and that amount doesn't include the dividend earn in Januray so it's quite good. I am about to book my excursions for my upcoming trip to Cuba. I will be spending something like probably $250. I have over $300 cash in my TFSA portfolio that I can use to cover that expense if needed. I plan to catch up in March with my saving.

On this last day of January 2019, my non-registered portfolio closed the session at $120 479.74, my TFSA portfolio at $66 474.49 and my RRSP portfolio at $40 098.52. Those 15 540.6 points are quite healthy. My precious NFI Group Inc. (NFI) stocks are on now better days. It was scared to see my NFI stocks going lower than $29 per share, but it eventually rebounded. Other than NFI, I have many other great things going on in my portfolio right now. My Pembina Pipeline Corporation (PPL) investment is not far away from the $30 000 value.

Inside my TFSA, I have a couple of calm soldiers: Agellan Commercial Real Estate Investment Trust (ACR.UN) and Granite Real Estate Investment Trust (GRT.UN), among others. But when I think of "calm soldier", I essentially think of ACR.UN and GRT.UN. Calm soldier stocks are stocks that stay relatively at the same value, no matter what the stock market goes up or down. In my TFSA portfolio, however, my investment in GRT.UN is about to change of category from "calm soldier" to a new designation that came directly from Stockopedia name "super stock". The reason why is that my Granite Real Estate Investment Trust (GRT.UN) stock gains 7% in my portfolio! So this is leaving me with one single known calm soldier. I am happy with this progression with GRT.UN.

This is actually making me think about my investment in Richards Packaging Income Fund (RPI.UN). Following the acquisition of RPI.UN inside my RRSP portfolio, it took some time, but unrealized capital gains finally kick in. And I say unrealized simply because I am a gain on a stock that I didn't sell and that I don't plan to sell either way.

My new President’s Choice Financial Mastercard credit card

Its now official, my investments in both Canadian Imperial Bank Of Commerce (CM) and TFI International Inc. (TFII) had now been transferred over my TFSA portfolio. My non-registered portfolio closed today session at $119 592.48, my TFSA portfolio at $66 253.64 and my RRSP portfolio, stocks only, at $40 066.68.

Yesterday, I published my expenses for the month of January, despite the fact that the month of January is not exactly past yet. But this was strategic, that way, I won't be pending money for the next two days and it's all good. At least, there are only two days left.

I had applied in order to get a President’s Choice Financial Mastercard credit card. This will replace my BMO Mastercard. I was collecting AirMiles with my BMO credit card, but I don't like AirMiles anymore. I find PC Optimum program being much more interesting and more rewarding. By applying to the PC Financial, I will receive 75 000 points, which is a credit to buy $75 worth of stuff, this will help to compensate for the purchase of my suitcase in January.

I am now on a more frugal mode and I am not scared of paying my expenses with my new credit card.