October 2017 Investing Update

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Author visit – California

Author Visit

My book “Pepper” was assigned reading at my grandsons’ school. I was invited to talk to the students and sign copies of my book.

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October Results

Another good month.  All markets saw a significant increase – anywhere from 2.5% to 4.3%.  On a YTD basis markets are up anywhere between 5% and 18%.

My Canadian portfolio is ahead of the market with a 2.65% gain on the month for a YTD gain of 8.7%.  My US portfolio continues to lag the major markets as I have no exposure to the hot US financial stocks and I have a couple of under-performing holdings.  But I still have a gain of 10% YTD.

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September 2017 Update

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Enjoying The Last of Summer

September Travels

But always good to get back home

Elbow River – near our home

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September Results

A great month.  Canada posted close to a 3% gain, putting the TSX at a 2 1/4 % gain YTD.  The US markets were up about 2% for YTD gains of 13%.

My Canadian portfolio kept pace with the TSX while my US portfolio was well ahead of the DJIA and S&P.  My overall portfolio was up close to 3% for the month and almost 5% YTD (over 7% excluding the effects of the stronger Canadian dollar).

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August 2017 Update

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A Magical Summer

With grandkids in Regina

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August Results

All markets posted small gains for the month of August resulting in YTD being almost identical to July YTD.  The TSX is in a small loss position for the year and the two US indexes are up 10 and 11%.

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July 2017 Update

Travelling with grandchildren – Regina

Oldest grandchild – 12 year old, with youngest – 2 years old

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July Results

The Canadian market continues an anemic year with the YTD TSX still negative.  My Canadian portfolio is still outperforming the TSX with a three quarter point gain for the month and over 3 1/2 % gain on the year.

The US markets hit record levels again with YTD exceeding 10%.  Although my US portfolio has been lagging (see commentary below), it outperformed the markets considerably in July narrowing the gap for the year.

The US dollar keeps dropping relative to the Canadian dollar, erasing much of my gains due to foreign exchange and my heavy exposure to US securities. See commentary below.

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June 2017 Update

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Grampa Time in California

California

Out for Supper with Chace and Braxton

Grampa watches the boys in California, while mom and dad take a well-earned vacation.

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June Results

June was a mixed month on the markets.  The Canadian market dropped by over 1% while the US markets gained by one half percent to over one and one half percent.  The Canadian market is now slightly negative for the year, while the US markets are up over 8% YTD.  The Canadian dollar gained considerable strength against the US dollar.

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May 2017 Update

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Grampa Time

Grampa with Cassie

I got to visit Cassie’s grade three class to present my books and discuss my writing.

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May Results

Not a great month for Canadian investors, but the US market continued moving up.  The TSX dropped one and a half percent for a flat YTD at just under a half a percent.  The US markets were up (one third of a percent for the DJIA and over one percent for the S&P) for a solid YTD gain of 6 to 8 %.

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April 2017 Update

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An Inside Look at Mackenzie King

investment photo2

The Historical Society of Alberta, as part of the Canada 150 celebration, just published my uncle’s manuscript about his seven years working with Prime Minister Mackenzie King.  All the work I put into making this happen has been worth it.  It is already in the hands of several political figures who are excited to read it.  Preston Manning was the first outside the family to receive a copy.

 

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April Results

A pretty average month overall.  The Canadian market was up marginally, but the US was up one percent.  My Canadian portfolio continues to outperform the TSX with over a 1% gain, but my US stocks have been lagging with a slight loss this month.  See the table below for specific stocks that have been under performing.   The Canadian dollar dropped against the US dollar which helped my portfolio. On a year-to-date basis, results are not spectacular, but are still OK.  Trend lines would indicate this could be an “average” year, and the having an average year is not all that bad.

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