Analytics

TFSA investment performance and insights

Last Updated
10/30/2025just now

TFSA Experiment: Current State

Week 8 starting tomorrow • LLM-driven investment experiment

Current Week

Week 8

Oct 26-Nov 1

Next Contribution

$34.00

$17.00 each portfolio

Total Value

$215.88

$33.88 P/L

vs Benchmarks

Your Portfolio:
18.6%
vs S&P 500:
18.0%
vs HISA:
18.4%

Weekly Progress Summary

Week 1

Sep 7-13
Invested:$19.99
Current Value:$19.52
Profit/Loss:-$0.48 (-2.4%)
7 trades this week

Week 2

Sep 14-20
Invested:$21.02
Current Value:$19.27
Profit/Loss:-$1.75 (-8.3%)
5 trades this week

Week 3

Sep 21-27
Invested:$24.34
Current Value:$25.75
Profit/Loss:$1.41 (5.8%)
2 trades this week

Week 4

Sep 28-Oct 4
Invested:$29.36
Current Value:$32.04
Profit/Loss:$2.69 (9.2%)
3 trades this week

Week 5

Oct 5-11
Invested:$27.96
Current Value:$29.39
Profit/Loss:$1.43 (5.1%)
2 trades this week

Week 6

Oct 12-18
Invested:$49.83
Current Value:$48.49
Profit/Loss:-$1.34 (-2.7%)
4 trades this week

Week 7

Oct 19-25
Invested:$31.65
Current Value:$29.86
Profit/Loss:-$1.79 (-5.7%)
2 trades this week

Week 8

Oct 26-Nov 1
Invested:$33.98
Current Value:$33.85
Profit/Loss:-$0.13 (-0.4%)
2 trades this week

Current Holdings Performance

Best Performer
FM.TO
17.7%
Worst Performer
MOODENG
-45.1%

Stock Holdings

ABX.TO
13.5%
$11.35
FM.TO
17.7%
$12.91
CNQ.TO
2.9%
$12.97
TECK.B.TO
6.0%
$13.77
SHOP.TO
10.2%
$15.44
RCI.B.TO
0.0%
$14.25
AEM.TO
-10.4%
$14.30
HAL.TO
-0.8%
$16.85

Crypto Holdings

DOGE
-21.7%
$3.18
AVAX
-11.0%
$3.07
DOT
-23.1%
$1.58
WLD
-32.3%
$2.51
MOODENG
-45.1%
$3.15
BNB
8.9%
$12.78
SNX
11.6%
$10.97
BAT
-3.1%
$15.78
MORPHO
-0.7%
$16.24
CAKE
-24.2%
$2.22
USDC
-0.8%
$15.55
VIRTUAL
0.0%
$17.00

Week 8 Planning

Contribution Schedule
$34.00
$17.00 to each portfolio
Oct 26-Nov 1
LLM Status
Awaiting candidates
Days Until
-39 days
Action Required
Run screeners Sunday

Next Steps

  1. 1. Sunday: Run screeners for fresh candidates
  2. 2. Use LLM Workflow page for recommendations
  3. 3. Execute trades on Wealthsimple
  4. 4. Record actual fills
  5. 5. Complete week for timeline snapshot

Experiment Status Summary

Total Weeks
8
Active investment weeks
Total Contributed
$182.00
91 each portfolio
Current Return
18.6%
S&P 500: 18.0% • HISA: 18.4%