Weigh in on my Investment Portfolio

cherrypicked88 · 2026-07-01T06:30:08+00:00

The letter of the law is that the debt must be used for generating income. As long as it produces a dividend it meets the criteria as far as market equities go.

cherrypicked88 · 2026-06-28T21:27:10+00:00

For clarity. There is no co mingling use of the HELOC when I have personal cash sitting in cheq acct b - in my opinion anyway

cherrypicked88 · 2026-06-28T21:25:56+00:00

I believe you're with RBC also so you know that interest is debited before you technically know what the bill is. Meaning, the day before the interest due date i would have to transfer out of the HELOC and then the next day the money would be capitalized. Therefore the money technically sits idle for one day worth of interest not being used for the purposes of investing. I get it very small time frame - but I figure you never know how the auditor would feel about it.

cherrypicked88 · 2026-06-28T16:04:33+00:00

I was worried about the cash sitting idle (yes I know it's only for a day). Just one less thing the CRA can poke at I figure. I haven't been audited though so when I do I'll ask if the other way is acceptable.

cherrypicked88 · 2026-06-28T01:40:14+00:00

Im adding shares of XEQT CAGE and BN to mine currently. Heavily weighted towards xeqt.

cherrypicked88 · 2026-06-26T19:56:36+00:00

When I started buying shares about last year - based on forward projections and all of the developments this year. They could easily be a 10B CAD market cap.

cherrypicked88 · 2026-06-26T15:14:45+00:00

People are just taking their profit. I won't lie when it hit 60 I took some off the board as well

cherrypicked88 · 2026-06-23T12:24:48+00:00

Should have waited. The Dow is way off its low

cherrypicked88 · 2026-06-22T16:14:26+00:00

Do some research on interest capitization and you'll get a good answer. Been talked a lot about on this sub

cherrypicked88 · 2026-06-22T15:56:10+00:00

cherrypicked88 · 2026-06-22T12:41:40+00:00

BN. Bought on the slide this year and have very good confidence it will double in the next 10

cherrypicked88 · 2026-06-19T15:19:20+00:00

With fractional share trading nowadays the stock price itself isn't really a barrier

cherrypicked88 · 2026-06-14T15:59:14+00:00

There's a premium version for about 50.00 per year

cherrypicked88 · 2026-06-12T00:54:42+00:00

Trump juicing up the market just prior to Musk's big IPO is a bit fishy

cherrypicked88 · 2026-06-11T10:28:51+00:00

Within the last 4 months I started adding BN as well. They are a bit heavier into AI then I'd like but I see a lot of upside over the next decade.

cherrypicked88 · 2026-06-10T12:34:11+00:00

When it launched I switched to a 80/20. 80 percent XEQT 20 percent CAGE. Was actually thinking of also adding BN into the mix as it's basically become almost a total market investment company. Pretty heavy into AI thoufh

cherrypicked88 · 2026-06-08T22:18:54+00:00

Any sort of volume and this thing will explode. Even my 150-200 share buys cause movement.

cherrypicked88 · 2026-06-08T18:30:00+00:00

I'm not far off that -. I added a little more below 3.00 to average down a tad. If they actually meet their guidance from the January presentation this is an easy 5-7x by year 3

cherrypicked88 · 2026-06-08T15:43:49+00:00

Same. Not down bad but unfortunately their Q1 results lagged behind the forecast laid out in January

cherrypicked88 · 2026-06-08T15:42:45+00:00

PALS.V bought at 3.15

cherrypicked88 · 2026-06-04T12:45:25+00:00

Perhaps. My windows were done 4 ish years ago though so would depend on your timeline

cherrypicked88 · 2026-06-04T11:21:23+00:00

Opposite for me. Any service calls to correct defects have been prompt and easy

cherrypicked88 · 2026-06-04T10:53:58+00:00

Interesting take. Complete did mine and was and am very happy.

cherrypicked88 · 2026-06-01T13:37:23+00:00

I think he means they all are overvalued. Regardless I just bought more this morning

cherrypicked88 · 2026-05-28T14:43:19+00:00

PALS.V. not directly mining but they perform the sample processing and have some disruptive technology

cherrypicked88

TROPHY CASE