This blog is to track my progress in my stocks & options account. In general, I haven't really been keeping a good track record of my overall portfolio. I've switched in and out of many discount brokerages. Currently, I have two brokerages for CASH/MARGIN/OPTION, TFSA and RRSP.
QUESTRADE TFSA (Combined CAD)
Total Contribution: $31,000.00
Current Equity: $45,573.05 (+749.91)
QUESTRADE RRSP (Combined CAD)
Total Contribution: $40,000.00 + $8,000.00 = $48,000.00
Current Equity: $73,116.86 (-1,651.03)
INTERACTIVE BROKERS CASH/MARGIN/OPTION (Combined CAD)
Total Contribution: $59,242.46 + $4000.00 = $63,242.86
Current Equity: $93,612.99 (+3,429.24)
BALANCE TRANSFER @ 0.99% GOOD TILL OCT 2015
Current Loan: -$13,521.20
TOTAL PORTFOLIO VALUE AS OF MAR 31, 2015: $198,781.70
I am quite pleased with the performance of my overall stock portfolio. My gain is 49.75% from my original investment.
Early March, I transferred my account in kind from Virtual Brokers to Interactive Brokers. With this consolidation, I can concentrate more on option trading with increased margin and buying power to work with.
I have not contributed $5,500 to my TFSA for 2015. Right now, I am focusing on saving up cash to repay my balance transfer loan by October 2015. I do not wish to take money out of my stock portfolio. Plus, I need to account for other upcoming expenses such as car insurance, property taxes, and wedding!
My goal of reaching $200k is within reach now. I will reset my goal for the end of the 2015: $225,000!
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