Portfolio Update April 2026
A review of the stock market and my portfolio moves - Month 20
April what a rocket ship of a month in complete polar opposite to last years tariff shenanigans. Family is doing very well with the little one beginning to babble and consistently sleeping through the night. Its wild how much of a difference that extra bit of sleep makes. We had some family visit this month and will be going to visit family and to a friends wedding next month. I think its important to let the family see the little one as much as is reasonable as she is growing so fast.
Major Indices VS My RRSP
Up up up and to the right goes the month of April. I gotta say that I am thrilled I finally pulled the trigger on QQQM and liquidated my SCHD. Now if the market ends up pulling back in a few months I may change my tune but for now I am fired up!
| Ticker | Index | 2026-04-01 | 2026-04-30 | Percentage Gain |
|---|---|---|---|---|
| .INX | S&P 500 | 6881.62 | 7209.01 | 9.64% |
| .IXIC | Nasdaq 100 | 22748.86 | 24892.31 | 13.97% |
| .DJI | Dow Jones | 48904.78 | 49652.14 | 6.63% |
| TX60 | TSX 60 | 1986.33 | 1982.72 | 3.61% |
| Ticker | RRSP ETFs | 2026-04-01 | 2026-04-30 | Percentage Gain |
|---|---|---|---|---|
| VDY | FTSE Index CAD | 67.58 | 71.19 | 6.48% |
| XAW | Many Indexes | 53.05 | 54.45 | 6.10% |
| QQQM | Nasdaq 100 | 240.57 | 274.9 | 14.27% |
| VTI | Total US | 339.12 | 354.18 | 9.57% |
My Moves
Activity in the account was may down compared to last month which was nice. Too many activities especially in a TFSA is always risky especially if they were short-term trades.
TFSA Buys & Sells
- SOLD some CASH -> CRM finally rounding out my CRM position. Part of me is thinking about selling half and putting it into Service Now but we will see.
- BOUGHT HHIS to continue to average it down at the beginning of the month
- SOLD more CASH -> CRM and VDY
I’d be lying if I didn’t mention that I have started to seriously consider selling my big winners (AMD / SHOP / GOOG). So far I have managed to hold off but I’m not sure they will make it to the end of the year. At the very least I will likely trim some. Yes it is possible they can still run but I’m finding I have less and less time to stay on top of them
TFSA Breakdown
RRSP Buys
All the buys this month were in the spousal once again and were spread out across the three holdings as such
- BUY
- VFV 30%
- QQCL 40%
- BANK 40%
My RRSP Breakdown
- percentages are calculated based on current market value, USD is converted to CAD based on google finance rate
Spousal RRSP Breakdown
Dividend Increases and Decreases
Nothing of note this month!
Fear and Greed Index
As mentioned earlier the market has completely u-turned as has the market sentiment. We have touched the high end of the greed range and honestly I wouldn’t be surprised if we hit extreme greed before the end of May.
Wrap Up
What a month April was and the last piece of investing I have done was to the RESP I plan on just adding to XEQT for now. I may perhaps sell some if another asymmetric risk / reward scenario appears. I hope you all have had a fantastic month and may your spring be more like summer than winter!
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Cheers ☕