Dividend stocks portfolio – Recent Purchases – May 2020

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 have been performing well recently and almost got back to their pre-crash levels, thanks to pro-active supports from governments and central banks around the globe.

My net-worth came up almost close to the February high recently and dropped slightly due to the last Friday sell-off.

Honestly, I did not expect this fast recovery. It was an exact ‘V’ shape recovery in the stock market.

I initially thought it would take a year to get back my previous high, but it took only a couple of months.

As many of know, I sold around $70 000 worth of stocks in March to protect my margin loans.

Now, I am trying to repurchase them. Luckily, most of the stocks I sold have been still trading well below my sale prices.

Therefore, I can repurchase them for much lower prices and save the difference.

I am not sure how long they stay will lower. I will try my best to buy them back as early as possible.

In March, I sold around eleven positions, and as of May 31, I got back around three positions completely.

I am not interested in repurchasing KP Tissue(KPT). I will replace it with some other stocks or ETFs.

Besides, I am actively adding new positions and building existing positions in hard-hitting sectors such as real estate and finances.

I hope that I can surpass the previous high in the coming months and continue to move forward in my journey.

When I look back on this current crash from a couple of years later, I would probably like a small dip and bump in my journey.

Here are the changes I made in my dividend portfolios in May 2020:

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 May 2020.

• added 320 AQN at $18.80 (sold 340 shares of AQN at $19.90 in March)
• added 30 EMA at $52.10 (sold 90 shares of EMA at $55.50 in March)
• added 25 TRP at $60.12 (sold 175 shares of TRP at $62.58 in March)
• added 80 H (Hydro-one) at $25.00 (sold 100 shares of H at $26.62 in March)
• added 200 FTS at $50.74 (sold 230 shares of FTS at $55.20 in March)
• added 20 BCE at $55.40 (sold 190 shares of BCE at $59.60 in March)
• added 20 shares of T (Telus) at $22.50 (sold 380 shares of T at $23.88 in March)
• added 30 shares of CU at $32.22 (sold 250 shares of CU at $37.00 in March)
• added 50 units of REI.UN at $14.60
• initiated 100 units of FCR.UN at $12.55
• added 336 units of PLZ.UN at $2.82
• added 5 shares of BMO at $64.80

The changes made in my U.S dividend portfolio in May 2020.

• added 3 units of ZUD (Canadian hedged) U.S Dividend ETF at $19.56 (averaged pirce)
• added 1 unit of VGH (Canadian hedged) U.S Dividend ETF at $38.64

The changes made in my International dividend portfolio in May 2020.

• added 1 unit of ZDH (Canadian hedged)at $17.00

Due to recent changes my yearly estimated passive income (EPI) up from $9836 to $11163 in May 2020. My EPI value was at $12 493 at the end of February 2020.

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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