MY PORTFOLIO
← Back to main site
7.2

Personal Investment Portfolio

Live Holdings
& Performance

+7.2%
YTD Return
11
Active Holdings
+57%
Best · CMI
−38%
Laggard · CSU

As of April 18, 2026 · CAD/USD positions shown in original trade currency

Current Holdings

11 positions · Apr 18, 2026
Position Price Qty Market Value Weight Total Return Return % Day Return Day %
BIP.UN
Brookfield Infrastructure Partners L.P.
 $50.07 CAD 2.0499 $102.64 CAD
7.26%
 −$0.08
−0.08%
 +$0.70 +0.68%
CMI
Cummins Inc.
 $627.25 USD 0.2532 $158.82 USD
15.60%
 +$57.63
+56.96%
 +$0.02 +0.01%
CSU
Constellation Software Inc.
 $2,626.45 CAD 0.0474 $124.49 CAD
8.80%
 −$76.09
−37.93%
 −$0.24 −0.19%
DOL
Dollarama Inc.
 $176.51 CAD 0.0005 $0.09 CAD
0.01%
 −$0.00
−1.94%
 +$0.00 +1.89%
HCA
HCA Healthcare Inc.
 $496.00 USD 0.2850 $141.36 USD
13.88%
 −$8.82
−5.87%
 +$2.28 +1.64%
IDCC
InterDigital Inc.
 $373.03 USD 0.2265 $84.49 USD
8.29%
 +$4.40
+5.49%
 +$0.00 +0.00%
MRK
Merck & Company Inc.
 $119.11 USD 1.0123 $120.58 USD
11.84%
 +$32.60
+37.05%
 +$0.04 +0.03%
RCI.B
Rogers Communications Inc.
 $45.57 CAD 2.0603 $93.89 CAD
6.64%
 −$1.56
−1.64%
 −$0.25 −0.26%
SBUX
Starbucks CDR (CAD Hedged)
 $27.60 CAD 1.0000 $27.60 CAD
1.95%
 +$1.30
+4.94%
 +$0.40 +1.47%
TIH
Toromont Industries Ltd.
 $210.90 CAD 1.0091 $212.82 CAD
15.05%
 +$70.24
+49.26%
 +$2.39 +1.14%
UNH
UnitedHealth Group Inc.
 $324.02 USD 0.3358 $108.81 USD
10.68%
 +$7.01
+6.88%
 −$0.20 −0.19%
Note — This is my personal WealthSimple brokerage account with real capital invested. Positions are sized to build conviction and track real performance through market cycles. Total Return (Return%) reflects the gain/loss since initial purchase for each position. YTD return (+7.2%) reflects overall portfolio performance on a weighted basis from January 1, 2026. Data as of April 15, 2026. Nothing on this page constitutes investment advice.