My Portfolio

This is my liquid portfolio of stocks, ETFs and mutual funds, as per the date on the file. Some stocks, ETFs and mutual funds are in more than one account. My primary residence is the only other major asset I own. See My Net Worth for details.

I track USD at par with Canadian dollars for easy tracking. US stocks are in USD, and the account indicates where the stock trades.

Anything with “EBC” in the name is held in the name of my private corporation.

Note: I am not recommending these assets. They are appropriate for me, my investing style, and my financial situation and goals. Please do your own research prior to investing.