Dividend stocks portfolio – recent purchases – March 2018

For those of you new to this website, in this post, I discuss the recent changes I made in my dividend portfolios and also discuss about my portfolio diversification strategies.

My dividend-focused investment portfolios remain under pressure as rates rise.

Analysts predict that interest rate could rise sharply in the coming months and years, which cause downward pressure on income-generating assets such as REITs, utilities, telecom, and pipelines. At the same time, financial holdings are getting a boost.

This is an expected outcome and a short-term pain. My portfolio also went through a similar situation in mid-2013. Right now, the world economy is surrounding with so many uncertainties. Therefore, I suspect that rate won’t rise as much as we expect.

I have a diversified portfolio of over 75 high-quality dividend growth stocks in 10 different sectors. Majority of my holdings have gone through all the economic cycle in the past and continued to pay the dividend without any interruptions. Thus, over the long term, they will continue to generate cash-flow and pay healthy dividends, and help me succeed in my freedom journey.

To my understanding, the current downdraft is an opportunity to build my portfolio with high-quality stocks at bargain prices. Therefore, I have been slowly adding selected dividend growers.

As usual, some of the stocks I purchased last month dropped further down and look even more attractive than a month ago. I am still in accumulation stage; therefore, I will keep building my assets in the coming month if their prices stay depressed.

New purchases pushed my yearly estimated passive income (EPI) to record high. In addition, couple of my major holding hiked their dividend last month as well.

With new purchases and the last month dividend hikes, my EPI increased to $9163, with year-to-date gain about 8.09%.

I expect this income growth will slow down for the next couple of months as majority of my holdings have already announced dividend hikes for the year.

Let’s look at the changes I made in my portfolios. I admit the some of the stocks went further down after I made the purchases. But, I always try to catch them at the bottom, but no success.

Please note the information posted on this website is the opinion of my own and should not be considered as professional financial advice. I am not a financial professional, and I can buy, sell, or hold any investment at any time.

Any transactions I publish on this website are not recommendations to buy or sell any securities or investments.

Please do your own research or consult with a qualified financial professional before even considering using the information obtained from this website.

Here are the changes I made in my dividend portfolios in March 2018:

The changes made in my Canadian portfolio in March 2018.

• Added 25 shares of AQN at $12.79
• Added 10 shares of EMA at $40.40
• Added 15 shares of TRP at $54.50
• Added 25 shares of VNR at $20.60
• Added 3 units of ZDH at $22.15

The changes made in my U.S dividend portfolio in March 2018.

• Added 2 units of DGRO at $34.01

No changes made in my Small Cap Growth stocks in March 2018.

Many readers asked me how or why I execute very tiny orders of ETFs. They were wondering about the commission fees. Actually, I use Questrade for ETFs purchases. There are no commission fees for ETFs purchases at Questrade. Therefore, we could buy one or any number of ETFs without paying any commission fees.

I personally use Questrade for most of my investments, especially ETF purchases. For those looking to start investing with little money, Questrade is one of the good options to consider because of their commission-free ETF program and minimum requirement to open an account.

If you have a plan to open an account with Questrade, please take advantage of this $50 trade commission rebate.

There is a trading charge of $4.95 when you sell them. All the details are at the time of writing. If you have a plan to open an account at Questrade, please check all the information (including current commission fees) on their website and see if it is suitable online brokerage for your needs.

Disclosure: Please note above is an affiliate link. Therefore, I will earn a commission if you use the above links to open an account at Questrade (at no additional cost to you).

I have updated the portfolio pages with these changes.

Please share your thoughts about my holdings and recent purchases. Also share your investment strategies with us.