- Published on
2025 February Portfolio Update
- Authors
- Name
- Solo FIRE
Blossom Portfolio including TFSA, RRSP, Non-registered accounts
See my full portfolio shared for Blossom here
1. Trades in TFSA
Sold 71 CNR @ $144.95
Bought 42 GOOGL @ US$170.1
I sold CNR after it failed to perform for almost 2 years of ownership. The trade reflects my preference of holding higher quality stocks. My TFSA account value has decreased from $186,500 to $180,496, the principal contribution amount is $81,815. You can find my TFSA portfolio holdings and performance here: https://www.solofire.ca/tfsa
2. Trades in Non-registered accounts
Deposits: $7000 and US$1000
Bought 13 UBER @ US$78.35
Bought 63 UBER @ US$80.87
Sold 38 CNR @ $145.98
Sold 62 CP @ $111
Bought 43 GOOGL @ US$191
I reduced my railroad holdings and bought Alphabet stock because the later provides better value. For my UBER purchase, you can see my recent explanation here: Uber is becoming a cash machine
3. No changes in RRSP account
Smith Maneuver Portfolio (not tracked on Blossom)
This is a leveraged portfolio investing borrow fund from my HELOC. Note that this is a strategy with higher risks, not recommended for new investors.
New purchases (~$2000 in total using HELOC credit):
Bought 32 GOOG CDR @ $30.71
Bought 34 GOOG CDR @ $29.01
Here are my current holdings:
CSU $9,973
ATD $9,566
CNR $10,854
IFC $6,556
MEQ $5,002
GOOG CDR $6,975
AMZN CDR $8,160
VISA CDR $8,393
Total: $65,483 (Principal is $62,000, up 5.7%)
HELOC balance: -$63,036.7
HELOC interest rate: prime + 0.25%= 5.45%, after-tax rate: 3.11%
You can checkout my full Smith Maneuver setup in this blog post.
(All $ represents CAD, US$ represents USD)
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.