Dividend stocks portfolio – Recent Purchases – June 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 continue to reach new highs daily, and most of the stocks have been trading at or near record-high prices. A minor pullback today, and it is routine ups and downs.

My portfolio, mainly with dividend growth stocks, continued to performing well in June and hit a new high almost daily.

I believe the bull cases for the high-quality stocks are real, and they continue to perform well over the long-term as their prices are supported by their revenue and earnings growth (not driven by speculation).

I expect that speculative stocks and cryptocurrencies may continue to take a hit in the coming months. I purposely avoided them in my portfolio to avoid any unpleasant results.

Last month, I just reinvested a portion of my dividend income in my registered accounts (TFSAs and RRSP) and purchased some stocks and ETFs.

Also, I had some U.S dollars, mostly in one-dollar bills. I use them when we go on vacations to the Dominican Republic or Mexico for tips.

I don’t think we can go there soon.

So, I decided to put the money into my RRSP and purchased some DGRO ETFs.

Small-cap portfolio

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

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 June 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 June 2021.

• added 22 shares of MFC at $24.20
• added 15 units of RIT at $18.99 (average purchase price)
• received 1 share of BAMR from BAM.A spin-off

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

• added 24 units of DGRO at $49.87 (average purchase price in USD)

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

• added 1 unit of IDV at $46.67 (USD)
• added 1 unit of ZDH at $22.29

Due to recent changes, dividend increases and currency changes my yearly estimated passive income (EPI) increased by $234 from $18 434 to $18 668 in June 2021 (exchange rate – 1USD = 1.2408 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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