Dividend stocks portfolio – Recent Changes – July 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.

My dividend portfolios continue to performing well and reaching a new high despite the minor pullback in the overall markets.

A few of my larger holdings keep hitting new highs daily.

I believe the performance will continue for a while. I am so excited about my investments.

In July, I made a few changes in my portfolio to improve my dividend income. I decided to sell some REITs positions as they ran up so high, the proceeds raised from asset sales were used to invest in a few recovery stocks with slightly high yields.

I already have exposure to Canadian REITs via ETFs (RIT). Thus, I will not miss any ups and downs from those sold positions.

Also, I purchased more Manulife Financial Corp (TSX: MFC). It is one of few stocks that was trading in near fair value.

I am on four weeks’ vacation now. I am trying to stay away from my computer and spend time with my family. My vacation has been going almost the same as last year. We are just visiting the places around our areas and enjoying warmer weather.

I can’t wait to travel overseas, but I think I have to wait one more year.

Small-cap portfolio

I did not make any changes in my small-cap experiment portfolio in July.

I continue to hold the positions I had before. Currently, I have seven positions in this portfolio (QIPT, DNG, GEO, DN, NGW, QIS and PHA).

This portfolio is relatively tiny and higher risk than my dividend portfolios, and it represents around 3% of my investment assets.

This portfolio is a very high-risk one, but I am hoping to get a significant return. I can see a significantly higher return despite the high volatility.

I don’t have any solid plan with this portfolio, and I will frequently change positions as I have been learning in this small-cap space.

Therefore, I decided not to publish this portfolio until I have a solid plan.

There are a couple of small-cap stocks on my watch list. I may start initiating the positions in the coming weeks.

Here are the changes I made in my dividend portfolios in July 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 July 2021.

• Sold 100 units of AP.UN at $45.64
• Sold 18 units of GRT.UN at $86.17
• Sold 200 units of CAR.UN at $61.56
• initiated 275 units of AW.UN at $38.76
• initiated 300 shares of EIF at $40.06
• added 378 shares of MFC at $23.94
• added 96 units of RIT at $19.51
• initiated 78 units of IDR at $15.32

There changes made in my U.S dividend portfolio in July 2021.

• Sold 228 units of ZUD at $26.53

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

• Sold 14 units ZGQ at $50.92

Due to recent changes, my yearly estimated passive income (EPI) increased by $1171 from $18 668 to $19 839 in July 2021 (exchange rate – 1USD = 1.2469 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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