Dividend stocks portfolio – recent changes – March 2019

Intro..

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

We are officially in the 4th month of the year, but I still feel like we just welcome the new year a couple of days ago. Man! Time is flying, and It doesn’t stop for anyone for any reason. You could use it or lose it.

In my investment point of view, 2019 is so far going well. I am sure there might be a bumpy ride ahead, but so far my journey is smooth.

As usual, I slow down my asset purchases as markets are approaching their all-time high; however, I keep adding small positions here and there using the dividends I receive in my investment accounts.

Special thanks to Questrade for its Commission-Free ETF purchase option, where I could buy any ETFs without paying commissions fees.

Therefore, as long as I have enough money to buy one ETF, I will deploy my cash and purchase one unit. So, my money starts to work for me immediately.

Canadian portfolio

Last month, I received a takeover offer for one of my long-term holding in my Canadian investment account. The stock is Valener Inc (TSE: VNR).

As a result, the stock price jumped over to $26. So, I decided to exit the position and the proceeds raised from the sale were used to invest in a few different stocks.

I didn’t want interrupt compounding growth by taking some money out of the market. So, I decided to deploy the cash right way.

VNR was a relatively small position in my portfolio, but it was paying a juicy dividend. To be honest, I don’t like these types of takeover offers because it is hard to find such high-quality companies in the Canadian market.

Anyway, it is gone now.

U.S portfolio

In my U.S portfolio, I continue moving assets into my favorite dividend growth ETFs. I sold XOM and GIS and invested all the money into those ETFs. Also, a portion of the proceeds moved into one of my international ETF – IDV.

International Portfolio

I added a few units of ZDH (Canadian hedged) international dividend ETFs to this portion.

Currently, I have around $10000 in my international portfolio, which is less than 4% of my investment assets value.

I will continue to build these positions to diversify my assets.

Here are the changes I made in my dividend portfolios in March 2019:

Disclaimer..

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.

The changes made in my Canadian portfolio in March 2019.

• SOLD 150 shares of VNR at $26.00
• Added 5 shares of TD at $72.90
• Added 10 shares of BCE at $59.35
• Added 5 shares of BNS at $71.10
• Added 10 shares of NWC at $28.50
• Added 10 shares of EMA at $50.55
• Added 10 shares of T (Telus) at $49.65
• Added 10 shares of H at $20.60
• Added 25 shares of AQN at $15.16
• Added 5 shares of CM at $106.40
• Added 60 shares of KEY at $31.42

The changes made in my U.S dividend portfolio in March 2019.

• SOLD 25 shares of GIS at $50.60
• SOLD 20 shares of XOM at $79.60
• Added 13 units of SDY at $97.55
• Added 4 units of NOBL at $66.30
• Added 14 units of DGRO ETF at $36.07

The changes made in my International dividend portfolio in March 2019.

• Added 3 units of ZDH at $22.12 (average price)
• Added 32 units of IDV at $31.20 (average price)

With recent changes and dividend hikes my yearly estimated passive income (EPI) hit to new high of $10735 in March 2019, with year-to-date gain around 6.97%.

I have updated the portfolio pages with these changes.

Commission FREE ETF purchases

Are you wondering how I can execute small orders of ETSs? Thinking about commission fees?

Actually, I use Questrade for all my 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.

This is a great way to deploy cash and invest for more cash-flow as soon as they come in.

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 requirements to open an account.

If you have a plan to open an account with Questrade, please accept my gift and take advantage of this $50 trade commission rebate (Offer code: pn21xkte).

There is a trading charge of $4.95 when you sell ETFs. 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).

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