My DGI Portfolio: June 2017 purchases
For this month, on the Canadian portfolio, I decided to add SJ as valuation gets more attractive. It’s still track to evaluate it, since has long periods of undervaluation and overvaluation. Earnings have been at a higher rate lately, so I will use...
My DGI Portfolio: May 2017 purchases
May is always a nice month for me as I get extra cash from tax return to be invested. Considering the existing live portfolio, and the goal to have a balanced sector distribution, I added the following companies last Friday: Canadian portfolio: I took advantage of the...
My position with Home Capital Group
There have been lots of emotional comments and questions regarding Home Capital Group, which I own as well. I continue to hold at the cost of having to sell them for nothing, as I evaluate them further. I plan to hold them until fundamentals deteriorate (cash flow...
My DGI Portfolio: April 2017 purchases
For the Canadian portfolio, I’ve decided to add 2 new holdings for the Utilities sector, since there’s room for further exposure in this sector, and that always provide safety for the portfolio income growth. I want to add more in the Materials sector (the...