- SoloFIRE
- Posts
- $780K Portfolio Update - Jan 2025
$780K Portfolio Update - Jan 2025
My portfolio has reached all time high at the end of Jan 2025. I made a few additional purchases for positions that are still fairly valued.
SoloFIRE
January 31, 2025
Figure 1. 2025 Jan Portfolio Overview (Portfolio value is excluding margin loans and cash balances, plotted by StockUnlock)
Table of Contents
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 @ $4493My 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: -$60,795.18You can checkout my full Smith Maneuver setup in this blog post.
(All $ represents CAD)
Make sure to leave your comments/questions below or 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.
Comments and Questions