January 2017 Update

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Escaping Winter

Writing in the sun

Blogging from Arizona

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January Results

In spite of some big slippage in the last week of January, it was quite a respectable month on the markets.  The TSX and Dow are up over half a percent and the S&P was up three times that. Continue reading

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December 2016 Investing Update

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Christmas in California.

Bakersfield

Time with the grandsons.

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December Results

A great way to end the year.  TSX up almost 1.5%,  Dow up over 3% and the S&P almost 2%, capping off a good year with over 17%, 13% and almost 10% respectively.  Quite refreshing after a dismal 2015 (December 2015 Report) and a scary start to 2016 (January 2016 update). Don’t expect 2017 to produce a repeat.  Just as there is seldom two consecutive bad years, there are seldom two consecutive stellar years.

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November 2016 Investing Update

One Month To Go

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Finally – some time at home

20161030_101146

With Grandson at Hockey

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November Results

What a ride November was.  The ending was good, but there were some tense moments.  The Dow gained over 5% for November, bringing it to 9.75% for the year.  Good showing after three consecutive losing months.  The S&P gained 3.42% for a YTD gain of 7.58%, putting it slightly above its previous high of 6.34% in July – again following three consecutive losing months.

The TSX rose as well, by a very respectable 2% for the month bringing its YTD gain to almost 16%.  This is turning into the best year in a long time for the Canadian market.

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October 2016 Investing Update

Two Months Left in 2016

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Regina and Winnipeg

October Travels – Regina and Winnipeg. Taking in some AHL hockey games in Winnipeg and family time in Regina.

 

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NOTEFeel free to share this blog with anyone you might think is interested.  It is open to all and is free – as is any advice I bestow – beware of free advice.

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October Results

The Canadian market rose this month, while the US markets dropped and the US dollar strengthened against the Canadian dollar.  My Canadian portfolio was up considerably more than the TSX; 2.3% gain on my Canadian portfolio vs 0.42% for the TSX.  My US portfolio was down 1.76% vs a drop on the S&P of 1.94%.  The stronger US dollar contributed to my overall gain of 1.54%.  Many of the big US stocks had large declines – eg T down 9%, VZ down 7%, MRK down 6%, PFE down 6%, EMR down7%, INTC down 7%.

On a YTD basis, my overall portfolio is up 12.57%.

 

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September 2016 Investment Report

Only three months left in 2016.

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September was our annual pilgrimage to Penticton to watch my son coach the Edmonton Oilers at the Young Stars Tournament.

penticton

September in British Columbia

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September Results

Markets were mixed for the month of September with the Canadian market (TSX) up just under one percent for a YTD gain of over 13 % and the US markets down up to one half a percent for a YTD gain of between 5 and 6%.

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August 2016 Investment Report

Laurier House

Laurier House in Ottawa where my uncle worked with Prime Minister Mackenzie King

Family History Mixed With Canadian History

August was a month to travel to Ontario with the grandkids. I took the opportunity to visit Laurier House in Ottawa to explore my heritage.  My Uncle Deane Russell worked for Prime Minister Mackenzie King from 1939 to 1945.  My uncle wrote a memoir of his time with the PM and I was able to get the Alberta Historical Society to agree to publish it  – coming out later this year.  I created a family version which you can see by clicking the picture above.

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August Results

The markets were pretty flat this month with a fractional gain or loss, leaving the YTD relatively untouched from last month. Continue reading

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July 2016 Update

 

California meets Calgary in Regina

Tony

One of the few times I get to visit with my son.

 

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July Results

Both the Canadian and US markets had great months in the range of 3% or more.  This brings the TSX to 12% YTD and the US markets at 6%, making for what could be a good year if there are no major pullbacks.

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