Lawrence Martinez My piece of the Internet pie

1Dec/11

My Dividend Portfolio as of November 30, 2011: +$112.57 (+0.20%)

Last month, I mentioned that I liquidated the majority of my stocks to reinvest my money into  higher yielding stocks. The stocks I decided to buy to create a higher dividend income were:

  • RioCan Real Estate Investment Trust (REI-UN)
  • Boston Pizza Royalties Income Fund (BPF-UN)
  • BMO Covered Call Canadian Banks BANKS ETF (ZWB)
  • Just Energy Income Fund (JE)
  • Keg Royalties Income Fund (KEG-UN)
  • Kinross Gold Corporation (K)

As a result, my dividend income more than doubled since last month. As for my portfolio's performance, it has been doing poorly. The markets were on a downtrend the majority of the month causing a large loss in my dividend portfolio.

Most of my choices held their own in November except JE and K. I haven't decided if I would keep investing into these two stocks. JE offers a yield over 10% on a monthly basis, so as long as it is stable I might choose to keep it. K on the other hand was chosen to add some stability due to it's exposure in the gold market. That didn't work out the way I planned. I will see how the stocks perform in the month of December and make my decision from there.

In November, I also started adding shares of Enbridge Income Fund Holdings Inc. (ENF) to my dividend portfolio. I chose to invest more in ENF rather than ENB because ENF distributes dividends every month and as a higher yield than ENB. Performance-wise ENB is a better choice, but for the purposes of dividend income, I think ENF is better.

Profit/Loss as of November 2011: +$112.57 (+0.20%)

November 2011 Dividend Income: $387.06

Total Dividend Income for 2011: $886.09

Posted by Rezeau

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