Dividend stocks portfolio – recent changes – November 2018

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.

Markets..

My portfolios gained value in November, thanks to my defensive holdings.

Defensive holdings usually perform well in market uncertainty periods. I built these positions while most investors were chasing for high flying tech stocks. Now, those growth stocks have been taking a hit while defensive stocks performing well.

As results, last month market volatility did not impact my portfolio performance.

Even though a couple of stocks (smaller positions) took hit after the disappointing Q3 results, but the damages were completely offset by my largest holdings.

But I understand that in an extremely bad period markets will bring down all the stocks whether they are defensive or growth stocks.

Anyways, I was quite busy last month by making some changes in my portfolio.

The changes..

Let’s look at the changes I made in my portfolios.

In my Canadian portfolio, I sold all my MRG.UN units with over 70% profits (without dividend). This unit ran up quite well in a short period of time. As a result, its yield down to less than 4%. So, I decided to take profit.

And also, I sold all of my XTC shares with a tiny lost (without dividend). Due to the ongoing trade issue, this share didn’t make any significant contribution to my portfolio. So, I decided to exit the position.

Used the proceeds raised from the sales to invest in BIP.UN and BNS.

In my U.S portfolio, I continue selling individual shares and buying 4 different dividend growth ETFs.

Most of the stocks I sold (in my U.S portfolio) are already in one or two ETFs I invested. So, I am not going miss-out their future performance or dividend hikes.

AltaGas Inc (TSE: ALA) cuts its dividend by 56%

As expected, AltaGas Inc (TSE: ALA) has announced this morning that it is resetting is dividend payout by 56%, from $2.19 to $0.96 annually.

As I noted in this post, I currently have 150 shares of ALA in my Canadian portfolio. So, my estimated passive income will be reduced by $184.50 due to this dividend cut.

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

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 November 2018.

• SOLD 100 units of MRG.UN at $17.18
• SOLD 50 shares of XTC at $9.99
• Added 38 units of BIP.UN at $51.99
• Added 10 shares of BNS at $69.65
• Added 2 units of ZDH at $21.48 (average price)

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

• SOLD 20 shares of INTC at $47.90
• SOLD 5 shares of MCK at $123.50
• SOLD 15 shares of VZ at $60.30
• SOLD 10 shares of KO at $50.00
• SOLD 10 shares of SBUX at $64.60
• SOLD 10 units of HCP at $27.50
• SOLD 10 units of O at 63.30
• SOLD 5 shares of CL at $62.21
• Added 9 units of IDV ETF at $31.05 (average price)
• Added 31 units of NOBL ETF at $64.89 (average price)
• Added 6 units of SDY ETF at $96.01 (average price)
• Added 43 units of DGRO ETF at $35.50 (average price)
• Added 5 units of VIG at $106.61 (average price)

With recent changes and dividend hikes helped to my boost my yearly estimated passive income (EPI) to $9868, with year-to-date gain around 17.28%. The estimate is based on my November activities (before the ALA dividend cut).

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 requirement 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: 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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