- Published on
2025 January Portfolio Update
- Authors
- Name
- Solo FIRE
Blossom Portfolio including TFSA, RRSP, Non-registered accounts
1. Purchases in TFSA using $7k new contributions and dividends
27 ATD @ $74.86
1 ATD @ $77.2
4 CNR @ $144.77
1 CSU @ $4493
My TFSA account has reached $186,500 in value on top of $81,815 original contributions. You can find my TFSA portfolio holdings and performance here: https://www.solofire.ca/tfsa
2. Purchase in RRSP using dividends
CNR 1 share@ $144.32
3. Purchase in non-registered account using dividends
CNR 2 shares @ $146.82
Smith Maneuver Portfolio (Not tracked)
This is a leveraged portfolio investing borrow fund from my HELOC. No trade was made in the past month. Note that this is a strategy with higher risks, not recommended for new investors. Here are my current holdings:
ATD $10,207.75
CNR $11,234.68
CSU $9,506.04
IFC $5,937.45
MEQ $5,142.50
GOOG CDR $6,103.90
AMZN CDR $9,178.00
VISA CDR $7,908.04
Total: $65,218.36 (Principal is $60,000, up 8.73%)
HELOC balance: -$60,795.18
You can checkout my full Smith Maneuver setup in this blog post: https://www.solofire.ca/blog/fire-guides/smith-maneuver/step-by-step-smith-maneuver-guide
(All $ represents CAD)
Comments and Questions
Make sure to leave your comments/questions on my original Blossom post and I will try my best to answer them.
DISCLAIMER: SoloFIRE is not a registered financial advisor. This post contains author's personal opinion only and it should NOT be considered financial advice.