Dividend stocks portfolio – Recent Purchases – October 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.

Portfolio changes:

I continued my assets purchases last month.

As I mentioned in my previous posts, I have been increasing my REITs holding in recent months as they trade at a multi-year low.

Last month, I added a few more REITs positions to bring my total real-estate holdings to 12%. I may stop here as a couple of my REITs holdings up for the last couple of days. I only like to buy when they trade at low. In this way, I can get more dividends the dollars I put to work. .

Also, I initiated a position in ATCO LTD (TSE: ACO.X). ACO.X is a holding company, which owns a significant portion of Canadian Utilities (TSE: CU). CU is one of my long-term holdings, and I sold a hefty amount in March and repurchased a smaller position later.

CU has been paying a growing dividend, but its share price performance wasn’t good in the last few years. Thus, I decided to add Atco Ltd instead of CU.

Besides, I added another 100 shares of Sylogist Ltd (CVE: SYZ). SYZ is small-cap technology stocks, which pays a nice dividend.

Under my international dividend portfolio, I initiated a small position in ZGQ ETF. This ETF contains high-quality stocks around the world. The majority of the stocks are from the U.S. However, those companies have been making a significant amount of revenue from their international operations.

For simplicity purposes, I keep this ZGQ ETF under my international portfolio.

The stocks markets rallied for the last three days with positive vaccines news and paused a bit as of this writing. I believe the high-quality stocks will continue to perform well as more positives new come in.

There are so many stocks, especially in technology sectors, have been trading at significantly high valuations. I think those stocks may drag down the overall market performance.

I have a couple of those stocks in my U.S ETFs, but those are not big enough to impact my overall portfolio.

Small-Cap portfolio

It is a small portion of my portfolio (less than 1.5%). Some holding performed well, a few others dropped slightly, and the rest stayed where they were before.

I decided to take some profits off the table from some of the holdings. I sold PHO, HEO and CTS last month and made a decent profit.

HEO and CTS performed well in a short period.

As I mentioned in my previous post, I will change these positions frequently (short-term holdings). Thus, I decided not to make any post about this portfolio.

Here are the changes I made in my dividend portfolios in October 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 October 2020.

• initiated 125 shares of ACO.X at $36.90
• added 100 shares of SYZ.V at $10.35
• added 100 units of CAR.UN at $42.75
• added 100 units of MRG.UN at $14.50
• added 100 units of FCR.UN at $11.75

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

• added 2 units of DGRO at $39.88

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

• added 2 units of ZDH at $17.72
• initiated 9 units of ZGQ at $42.44

Due to recent changes my yearly estimated passive income (EPI) up from $14 828 to $15 385 in October 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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