Dividend stocks portfolio – Recent Purchases – September 2021

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.

The stock markets were down last month after a big rally since March 2020, but it is not a significant drop to make big purchases.

Most of my holdings also dropped along with the market, but not significant drop.

I took advantage of the market correction and added some stocks to my Canadian dividend portfolio.

I didn’t add any new money to the market. Most of the purchases were made using the dividend I received from my portfolio holdings.

I have been sharpening my purchase power. My purchase power is now at an all-time high. I have so many credits and margin loans available at record low interest rate. I was so excited when the markets started to fall, but the drop wasn’t that significant to execute any big deals.

I am fully invested, and I continue reinvesting dividends to avoid interruption in my compounding growth, and I have been continually improving my purchasing power by paying down debts using my saving and keep improving cash flow by purchasing income-producing assets.

Therefore, I am ready to handle any anticipated market corrections in the future.

Swing Trade

I noticed that some of my holdings have been trading in a certain range for a while, especially one of renewal energy holdings, Polaris Infrastructure Inc. (PIF.TO).

I monitored this pattern for a while and decided to take advantage by taking positions at a high $16 and selling with a few dollars gains.

I plan to hold my 1000 shares of PIF for the long-term, but I may buy and sell a couple of hundreds of them if they trade at a certain range.

It is not a big deal, but I made a couple of hundreds of dollars with the trades. The amount is much less than I make from my dividends.

I am a buy-and-hold dividend investor. I don’t trade stocks very often, but If I see opportunities to make some money, I won’t hesitate to take action.

Energy stocks

Honestly, I missed the oil rally this year. I don’t have any direct exposure to oil & gas producers for a long time. I was happy with my decision when the oil stocks crashed at the beginning of the pandemic, but I regret that I didn’t make any purchases when they were on sale.

I have indirect exposure in the energy sector through the pipeline stocks, but they didn’t drop as much as the energy stocks and didn’t make any significant gains.

I was monitoring a few stocks, but I didn’t buy any. Now, most of them are now doubled and tripled.

It is a missed opportunity. I learned the mistake by sitting on the sideline. I did the same mistake with technology stocks.

Small-cap Portfolio

I added a few more shares of NGW at a low $0.40. Still, it is a tiny position compare to my dividend portfolio holdings.

My current holdings in my small-cap experiment portfolio are QIPT, GEO, DN, NGW, QIS and PHA.

Most of the holdings are trading below my purchase price (except a few). I am still learning about finding high-quality stocks in their early stage for massive profits. Compared to my other holdings, this portfolio is very tiny and higher risk.

Here are the changes I made in my dividend portfolios in September 2021:

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 September 2021.

• added 25 shares of T (Telus) at $28.00
• added 10 shares of BCE at $63.45
• added 19 units of RIT at $20.36
• added 3 units of IDR at $15.90
• added 10 shares of TD at $81.75
• added 100 shares of AQN at $18.60

There no changes made in my U.S dividend portfolio in September 2021.

The changes made in my International dividend portfolio in September 2021.

• added 1 unit of ZDH at $22.26

Due to recent purchases and dividend increases, my yearly estimated passive income (EPI) increased by $454 from $19 864 to $20 318 in September 2021 (exchange rate – 1USD = 1.2753 CAD)

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.

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: This post contains affiliate link. Therefore, I will earn a commission if you use the links to buy products or services (at no additional cost to you).

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