My Portfolio

It is time to share my portfolio and become publicly responsible. The table below includes both my wife's and my accounts (TFSAs and RRSPs). The portfolio does not include shares in a private side business or our kids' RESPs. Check back monthly as I will be providing regular updates on contributions and performance.

Some notes of interest:

• XEI and XRE - I have started periodically selling these and adding to other REITs (well, only 2 so far).
• GRRSP - employer matched. Funds are in a high-growth fund managed by Canada Life. Employer recently switched to Canada Life so not too much there. I usually transfer GRRSPs to my personal RRSP once every year or two.
• Employer Stock - a small portion of every pay cheque goes into an employer stock purchase plan and once every quarter I get a few heavily discounted shares of the publicly traded company I work for. This program started 2 quarters ago and it is capped at $1,800 of shares per year.

Dividends

I have broken out the dividend portion of my portfolio to be easier to read on smaller screens. For years, my investment focus was growth, but I started to slowly increase the fixed income portion in 2024. Now, in my aim for early retirement, I am focusing more on fixed income and shifting away from growth.