My Dividend Portfolio as of April 2012
Continuing with my new buy-and-hold strategy (and being less emotional with my trading) for the past four months, I have already surpassed my total dividend earnings from last year. This is a good sign my strategy is working! This is allowing me to re-purchase more dividend paying stocks, creating a higher dividend income to the upcoming month.
April's dividend earnings: $582.58
This number does fluctuate from month to month because some of my stocks give dividends monthly and some give dividends quarterly.
Year-to-Date dividend earnings for 2012: $1,826.04
For April, here are the Top 5 stocks that I have received dividends from:
| Keg Royalties Income Fund Trust (KEG.UN.TO) |
| Enbridge Income Fund Holdings (ENF.TO) |
| Boston Pizza Royalties Income Fund (BPF.UN.TO) |
| Artis Real Estate Investment Trust (AX.UN.TO) |
| Transglobe Apartment REIT (TGA.UN.TO) |
As of April 30, 2012 my dividend portfolio's market value has increased by 11.4% since its inception.
My plan for May will not change; buy-and-hold more stocks from my dividend portfolio. Since I have been using Questrade as my online broker, I am using the DPP service they offer to reinvest my dividends to purchase more shares with no trading fees. It is similar to a DRIP offered by certain companies.
Disclaimer: I am not a financial adviser, tax professional or an investment professional, I am only writing about experiences I have encountered through my own investments. Consult a financial adviser, tax professional and/or investment professional with any of your questions.
Dividend Portfolio Weekly Review as of April 14, 2012
With the recent downtrend of the TSX in the past two weeks, my stocks were hit negatively as well. Luckily my portfolio recovered and I was able to purchase some shares this week.
The stocks that I was able to buy more of this week were: Tim Hortons at $53.78/share (TSX), Keg Royalties Income FD at $14.50/share (TSX), Boston Pizza Royalties at $17.97/share (TSX), Artis Reit Trust Units at $16.25/share (TSX), Keyera Facilities In FD at $39.77/share (TSX), Canadian Pacific Railway at $75.75/share (TSX).
Keyera and Canadian Pacific are new stocks that I'm adding to my portfolio. I've always wanted to invest into them, but I don't really know too much about them. As I read more about them I'll see if I will continue to purchase more shares in the future.
Disclaimer: I am not a financial adviser, tax professional or an investment professional, I am only writing about experiences I have encountered through my own investments. Consult a financial adviser, tax professional and/or investment professional with any of your questions.
Dividend Portfolio Snapshot for March 13, 2012
I have been under the weather lately, so I haven't been able to post about my updates, but I'll try to at least post something every week.
I noticed BCE Inc. took over a 2% drop today. What I also noticed was the dividend payout date was: March 13, 2012. I guess investors were just in it for the dividend and then decided not to reinvest. This was an opportunity to buy more shares of BCE Inc. at a nice discount. I was able to buy more shares of BCE Inc. at $40.84/share. Bell Canada has been promoting and expanding their new fiber optic service (Fibe network) for residential customers. Adding this new service adds another revenue stream to their current product line-up.
I also bought more shares of Artis REIT at $16.34/share. I didn't notice anything newsworthy that would cause the drop to the stock at this time.
The TSX closed at $12,537.69 (+$109.68, +0.88%). My dividend portfolio closed higher by +0.37%.
Disclaimer: I am not a financial adviser, tax professional or an investment professional, I am only writing about experiences I have encountered through my own investments. Consult a financial adviser, tax professional and/or investment professional with any of your questions.
My ongoing wishlist with Apple
I'm beginning to like Apple products more, but here is mu ongoing wishlist of features I would like to see in future updates to Apple products.
I only own one Apple product: the iPhone 3GS. And I plan to buy the new iPhone in the next product cycle in 2013. Yes, there is a new iPhone every Fall. Knowing that makes me less pressured in buying the latest model and hopefully get the features I am wishing for.
Apple iPhone
Increase the screen size without increasing the phone size
Remove "Newstand" from the home screen
USB 3.0 integration
Longer battery life
Faster processor
Make it lighter
Touchpad in the back
Apple iPad
Make it lighter
Make it thinner
Higher resolution front/back cameras
In-Stereo speakers
Face recognition log-in
USB 3.0 integration
Apple Macbook/Macbook Pro
Converge iOS and OSX into one operating system
More USB ports
3.0 USB integration
Make it lighter
Smaller AC adapter
Longer battery life
Apple Airbook
Converge iOS and OSX into one operating system
Faster processors
More DIMM slots
More USB ports
15" & 17" versions
Smaller AC adapter
Longer battery life
Larger hard drive capacity
Dividend Portfolio Snapshot for February 21, 2012
Enbridge Inc.'s (ENB.TO) sudden drop mentioned in my post last week, was noticed by investors which caused the stock to rally today. ENB.TO closed at $38.52 /share, or +$0.94 (+2.50%). I bought shares of ENB.TO early in the day at $37.80/share.
The TSX reacted positively from the news of Greece's bailout plans, closing at $12,523.36, +$165.06 (+1.32%). My dividend portfolio end up by +$317.93 (+0.29%).
Dividend Portfolio Snapshot for February 17, 2012
The TSX ended lower today at $12,458 or -$27.29 (-0.22%). My portfolio also ended down by -$65.42 (-0.06%).
I bought some shares of Enbridge Inc. (ENB.TO) at $37.64/share. ENB.TO closed at $37.58 (-$1.62/-4.13%) on Friday. I found it odd that Enbridge would drop so dramatically in one day. I thought it was because of a small leak in two of their pipelines in Michigan, but it ended up being a selloff from Caisse de Depot et Placement du Quebec to "rebalance its asset mix". ENB.TO has been a good performer for me, so picking up more shares at a discount is fine with me.
Dividend Portfolio Snapshot for February 15, 2012
The TSX flip-flopped throughout the day to end on the positive side.
My dividend recovered a bit from yesterday's lose as well.
Disclaimer: I am not a financial adviser, tax professional or an investment professional, I am only writing about experiences I have encountered through my own investments. Consult a financial adviser, tax professional and/or investment professional with any of your questions.
Dividend Portfolio Snapshot for February 14, 2012
Valentine's Day couldn't give any love to the TSX today, falling -$44.22 (-0.36%) to $12,354.47. My dividend got even less love falling -$724.12 (-0.68%).
I bought more shares of TransGlobe Apartment REIT (TGA.UN.TO) at $12.04 per share. TGA.UN.TO closed today at $11.93 per share.
Disclaimer: I am not a financial adviser, tax professional or an investment professional, I am only writing about experiences I have encountered through my own investments. Consult a financial adviser, tax professional and/or investment professional with any of your questions.
I own shares of TGA.UN.TO.
Dividend Portfolio Snapshot for February 13, 2012
The TSX continued to decline from last Friday's trading day. The TSX recovered by the end of the day at $12,398.69, +$9.27 (+0.07%).
My dividend portfolio ended up by +$514.58 (+0.49%).
I bought a few more shares of Artis Real Estate Income Fund (AX.UN.TO) at $15.49/share.
To decrease my transaction costs I will limit the number of stock purchases to a weekly basis (or at least try). I have noticed that my transaction costs have ranged around $50 a month. If I continue at this pace, my yearly cost will be $600 a year. I will try and aim for $500 or less per year so it's not too difficult.
Disclaimer: I am not a financial adviser, tax professional or an investment professional, I am only writing about experiences I have encountered through my own investments. Consult a financial adviser, tax professional and/or investment professional with any of your questions.
I own shares of AX.UN.TO
Apple App: Wikinvest
I just started using this app and it's amazing.
You can import your investment account (or manually enter your portfolios). It's not Questrade friendly because it's a US app, but tracking my portfolios has made it easier.
It's well-desiged and has some been designed to work well on an iPhone.
The things I would like to see in future updates are:
- Separate your daily performance by portfolio. At this time, it gives you a performance total.
- Add more Canadian stock information. It's a US service so not much on Canadian stocks.
- Options to compare your portfolio to all international markets, especially with the TSX. Right now, it can only compare to the DJIA and S&P 500.
You can work with the app and the website version to make it easier to add your portfolio. Joining the website is free.
Overall, it's great app. Worth using and joining to follow your investments. It's a free app on iTunes.
