Swing Trading Value Stocks

[burnout]

Bought NFBK @ 9.02

Bought CTC-A.to @ 132.57

Bought INDB @ 47.94

Bought FTS.to @ 52.17

Portfolio = 94% stocks, 6% cash
Market Allocation = 50% CDN, 50% USA
Portfolio Annual Gains (XIRR) = 25.36%
Stock Market Annual Gains over same period of time (^SP500TR) = 16.16%

 

[burnout]

Sold PXT.to @ 24.13
+18.65% (including 1 dividend and 1 top-up), held for 49 days = +258% annualized gain

Sold CTC-A.to @ 137.88 (reduced target due to lower low made after purchasing it)
+4.01% (no dividend collected, no top-up made), held for 13 days = +201% annualized gain

Portfolio = 63% stocks, 37% cash
Market Allocation = 48% CDN market, 52% USA market
Portfolio Annual Gains (excel's XIRR) = 25.57%
Stock Market Annual Gains over same period (^SP500TR) = 15.67%
Updated Cumulative PnL chart (5.35 years, zero leverage):

(long flat stretch result of a ton of dinky little trades/transactions, mostly related to my tiny, insignificant, journal trades to convert USDs to CADs for free in order to make a large withdrawal - all done with that now, income taxes filed/paid, bought a campervan, etc).

Open Swing Trade Positions:
CWB.to, FTS.to
APA, VLY, NFBK, INDB

 

[burnout]

Bought CWB.to @ 26.84 (top-up)

Portfolio = 68% stocks, 32% cash
Market Allocation = 48% CDN, 52% USA
Portfolio Annual Gains (XIRR) = 25.60%
Stock Market Annual Gains over same period of time (^SP500TR) = 15.66%

 

[burnout]

Sold NFBK @ an avg price of 8.55 (ER just not quite good enough to continue holding this one)
-5.56% (incl. exch. rates, no dividend and no top-up), held for 17 days = -71% annualized loss

Bought REXR @ 42.32

Bought GILD @ 65.72

Portfolio = 72% stocks, 28% cash
Market Allocation = 48% CDN market, 52% USA market
Portfolio Annual Gains (excel's XIRR) = 25.42%
Stock Market Annual Gains over same period (^SP500TR) = 15.56%
Updated Cumulative PnL chart (5.35 years, zero leverage):

Open Swing Trade Positions:
CWB.to, FTS.to
APA, VLY, INDB, REXR, GILD

 

[burnout]

Bought MTL.to @ 13.11

Finished selling off all my GILD shares now @ an avg price of 65.33 (ER not good enough for me to continue holding this one)
-0.59% (incl. exch. rates, no dividend and no top-ups), held for 1 day = -88% annualized loss

Portfolio = 78% stocks, 22% cash
Market Allocation = 49% CDN market, 51% USA market
Portfolio Annual Gains (excel's XIRR) = 25.25%
Stock Market Annual Gains over same period (^SP500TR) = 15.77%
Updated Cumulative PnL chart (5.36 years, zero leverage):

Open Swing Trade Positions:
CWB.to, FTS.to, MTL.to
APA, VLY, INDB, REXR

So tonight, after the close, I decided to tweak my exit targets slightly (there have been swings up on a few stocks that I missed recently for a decent exit - and they have been bothering me ever since).