I've posted the pdf version of an article that everyone who has money should read.  Seriously.  It is absolutley timeless and will help you decide how to intelligently handle your investments throughout your life.   This article will create value for you by providing you the mental framework to an intelligent investing approach and in turn give you confidence in your approach.

Warren Buffet has proven that he is simply the best at investing.  As it is in any field, we should always study the best to learn from their great successes.  There is absolutley no need to try to re-invent the wheel.  Read this article and enjoy the simplicity of what you will learn.  It will take the fear out of investing.




Listed below are our sample portfolios which we welcome you to folow for free.  They are intended for demonstrative purposes.  These portfolios will provide an insight as to our preferred methodology in achieving intelligent investment returns.  The tactics, and therefore the returns, can and should be adjusted for your specific goals and investment comfort levels.  One portfolio is for US listed securities and one for Canadian listed securities.  Each began with $100,000.00 CAD, meaning at the time of inception on November 23, 2011, the USD portfolio was valued at $95,370.00 USD based on the Bank of Canada closing rate of $1.0485 USD/CAD.

We post these portfolios here for your review, to demonstrate the effects of our stock selection and hedging strategies through the various market conditions over time.


Current portfolio statements: 



Like the results of what you see in our practice portfolios?  Interested in benefitting from a similar approach for your portfolios?  We can help you with that, so let's talk.


Previous portfolio statements: 



Portfolio Changes

February 1, 2012

Hello everyone

I know I’ve been very quiet lately but as I mentioned, I was out of town and I had very limited internet access. And yes there are places in the world like that!  Anyway, I’ve posted the end of the month portfolio statements.

You will notice that there is virtually no hedging in place and that’s by design.  A lot of my previously hedge positions were offside and that was tell me that values were bidding bid up as it seems that investors are ready to be buying now. My current strategy is to leave most positions unhedged, temporarily and allow a little more equity to build up in the portfolio.  This is like the captain of a ship deciding to bring in the oars and hoist the sails as he notices a gentle wind blowing in his favour.


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