Portfolio Value Update - July 2025

Portfolio Value
In July, my portfolio increased by $3,748, growing from $195,919 to $199,667. I'm pleased to see it approaching the $200K milestone - a meaningful benchmark. Most of the growth was driven by stock appreciation, and I’m hopeful this positive momentum will carry into August.

On the contribution side, I’ve been steadily adding to my TFSA. I contributed $3,000 over the first six months of the year, and in July, I transferred another $3,000 from a taxable account. This leaves me with a remaining TFSA contribution room of $1,000 for the rest of the year.



Dividends
Dividends received in July 2025: $874.57
Dividends received in July 2024: $787.20
Year-Over-Year Dividend Growth: $87.37 or 11.09%
Year-To-Date Dividend Income: $5,947.39

Portfolio Value Update - June 2025

Portfolio Value
In June, my portfolio value increased by $3,515, from $192,404 to $195,919. Most of the increase came from stock appreciation. The biggest contributors were bank stocks, which helped my portfolio climb 1.79% in one month.



Dividends
Dividends received in June 2025: $855.93
Dividends received in June 2024: $777.61
Year-Over-Year Dividend Growth: $78.32 or 10.07%
Year-To-Date Dividend Income: $5,072.82

Portfolio Value Update - May 2025

Portfolio Value
In May, my portfolio value increased by $8,173, from $184,231 to $192,404. That was a big jump compared to last month. The portfolio is now at an all-time high. I’ve reached a new milestone of $190K, and I’m now looking forward to reaching the next milestone of $200K.



Dividends
Dividends received in May 2025: $852.45
Dividends received in May 2024: $769.47
Year-Over-Year Dividend Growth: $82.97 or 10.78%
Year-To-Date Dividend Income: $4,216.89

Portfolio Value Update - April 2025

Portfolio Value
In April, my portfolio value increased by $747 from 183,484 to $184,231. April was a very volatile month for stocks. The first week I lost about 4%, but then the markets started to recover towards the end of the month.


Dividends
Dividends received in April 2025: $849.40
Dividends received in April 2024: $769.22
Year-Over-Year Dividend Growth: $80.18 or 10.42%
Year-To-Date Dividend Income: $3,364.44

Portfolio Value Update - March 2025

Portfolio Value
In March, my portfolio value increased by $705 from 182,779 to $183,484. It was a very modest increase. Nest month, my portfolio will be in the read as the markets started with a huge drop in April.



Dividends
Dividends received in March 2025: $846.14
Dividends received in February 2024: $759.02
Year-Over-Year Dividend Growth: $87.12 or 11.47%
Year-To-Date Dividend Income: $2,515.04