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 portfolios performed very well last month and helped boost my net worth by a couple of thousands.
It was one of the best-performing months since November 2020.
Also, I received more than $2000 dividend payments in December. I fully reinvested the dividends to buy more shares.
A couple of my holdings were trading at a discounted price. Thus, I added some stocks and ETFs to my portfolios.
In addition, a couple of my holdings (including Canadian bank stocks) increased their dividends by double-digit.
Therefore, my estimated annual dividend income has increased by more than thousand dollars.
Hopefully, I can achieve one of my long-term financial goals in the next couple of months and the other in the next few years.
Small-cap portfolio
My small-cap growth portfolio is not doing well as I was expected. It was my experimental project. This portfolio is tiny compared to my dividend portfolio (less than 2%).
Thus, the poor performance didn’t significantly impact my overall investments.
I continue to hold my existing holdings and plan to sell them when they get recovered.
Here are the changes I made in my dividend portfolios in December 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 December 2021.
- added 10 shares of ACO.X at $42.49
- added 100 shares of EIF at $40.40
- added 50 shares of CPX at $38.29
- added 114 units of AW.UN at $38.20
- added 50 shares of GEI at $22.70
- added 40 shares of TRP at $58.45
- added 8 units of IDR at $16.10
- added 45 units of RIT at $20.31
The changes made in my U.S dividend portfolio in December 2021.
- added 10 units of NUSI at $27.70 (average price)
There no changes made in my International dividend portfolio in December 2021.
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Due to recent changes and dividend increases, my yearly estimated passive income (EPI) increased by $1186 from $21 991 to $23 177 in December 2021 (exchange rate – 1USD = 1.2658 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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