My investment strategy and holdings (as of Jan 6 2012)

I only invest dividend paying stocks. Frankly, in most of the cases, I would say trading takes more than 50% of my total profit. Not like other investment gurus with very well balanced portfolio, my holding only focuses on a couple of stocks. I am happy with the outcome in these years.
As I mentioned in my profile, I use dividend as the defense to protect any capital loss. Actually, I bought TA, MBT and YLO at the price which was higher than today's price.
Except YLO, I have made money on the other two if considering dividends.

YLO is my biggest loss in term of amount. Luckily, it is paper loss as of today. I won't argue I made lots of mistake on this stock since I was/am optimistic about its cash generating power. The gains/dividends on other stocks for the last two years can cover the loss on YLO. So, I don't worry about YLO's loss and believe every dog has its day.

My goal is to collect 5% -7 % dividend per year and percent of realized capital gain (through trading or selling). It is 10% to 15% return in total. I exceeded my goal in the last couple of years excluding year 2008 on capital gain.

To reach my goal, I usually trade higher (3% or above) dividend paying stocks. I like to buy them before ex-dividend day but not always.

I am not as patient as some dividend investing gurus (like Susan Brunner). I don’t' want to hold stocks years after years only for dividend. Actually, I hold some stocks for years (i.e. ECI, ENB), but it is for the purpose of capital gain.
I am not as good as some sharp technical analysis persons to be able to profit from DT.
As a compromise, I come up with my own way - trading dividend paying stocks for capital gain and collecting dividend if needed.

I admit that, sometimes, I have to hold stocks for long time (3 month or more) to realize capital gain.

As of today, I only cut loss on EMP.A. (I am not sure why I did this, even though I had been with Sobeys for five wonderful years in Viscount Office).


The following is my currently stock holdings and (paper) capital gain/loss (as of today):

TA – down 4%
MBT - down 6%
ECI - up a lot
SLF – down 20%
ENB – up a lot
LIQ - up
AX.UN - up
YLO – down 95%

I will sell ECI if the price is over $10.00.

My favorite trading stocks are EMA and FTS. I always make money on them these years.

Besides stocks, I hold Chou funds, FrontStreet Flow Through funds, and TD Canadian bond fund and TD Real return bond fund. (The first two had a bad year in 2011.)

The purpose of Frontstreet FT funds is for the tax purpose and TD bond funds are for asset balance consideration, and they are the best in their breeds.

You are welcome to seach any stocks mentioned in this blog.