Portfolio Value Update - February 2025

Portfolio Value
In February, my portfolio value increased by $3,232 from 179,547 to $182,779. Most of the increase came from stocks appreciation. The markets were trading sideways in February. However, going into March, the markets will be volatile due to US tariff threats on Canada.



Dividends
Dividends received in February 2025: $832.79
Dividends received in February 2024: $743.44
Year-Over-Year Dividend Growth: $89.35 or 12.01%
Year-To-Date Dividend Income: $1,668.90

Portfolio Value Update - January 2025

Portfolio Value
In January, my portfolio value increased by $914 from 178,633 to $179,547. January was a volatile month for the stock market amidst the presidential inauguration and the tariffs treats. Despite the volatile trades, my portfolio came up on top.



Dividends
Dividends received in January 2025: $836.11
Dividends received in January 2024: $744.58
Year-Over-Year Dividend Growth: $91.53 or 12.29%
Year-To-Date Dividend Income: $836.11

Portfolio Value Update - December 2024

Portfolio Value
Happy New Year everyone! December is behind us and it’s time to report the monthly progress. In December, my portfolio value decreased by $7,351 from 185,984 to $178,633. This was my biggest monthly drop of 2024, with telcos leading the way as the biggest losers. But I’m not too worried about that. This is a temporary drop and a buying opportunity for long-term holders. I’m excited to see how the markets will fluctuate in 2025.



Dividends
Dividends received in December 2024: $827.56
Dividends received in December 2023: $736.14
Year-Over-Year Dividend Growth: $91.42 or 12.41%
Year-To-Date Dividend Income: $9,393.45

Portfolio Value Upgrade - November 2024

Portfolio Value
In November, my portfolio value increased by $4,974 from 181,010 to $185,984. The growth came from stocks appreciation. I did not add new funds as my TFSA account is maxed out. I will continue to add new funds in my TFSA in 2025.



Dividends
Dividends received in November 2024: $822.23
Dividends received in November 2023: $724.32
Year-Over-Year Dividend Growth: $97.91 or 13.51%
Year-To-Date Dividend Income: $8,565.89

Portfolio Value Update - October 2024

Portfolio Value
In October, my portfolio value decreased by $944 from 181,954 to $181,010. After three consecutive months of strong gains, the markets have finally pulled back a bit in the last week of October. In my TFSA account I had a contribution room of $4000 available for this year. I sold some stock in my regular account and transferred $3000 to TFSA and an additional $1000 from my checking account. Therefore I completely maxed out my TFSA for 2024.



Dividends
Dividends received in October 2024: $808.00
Dividends received in October 2023: $719.96
Year-Over-Year Dividend Growth: $88.04 or 12.22%
Year-To-Date Dividend Income: $7,743.66

I’m pleased with the way the dividend is growing. In October I reached a new milestone of over $800/month in dividends.