Portfolio Value Update - May 2018

Portfolio Value
As of May 31, 2018 my investment portfolio balance stood at $57,655.20. That’s an increase of $1,882.70 from last month. This is getting exciting as I’m getting close to 60K milestone. So far, May was the best performing month of the year. For the second month in a row, Magna (MG.TO) was the best performing stock, increasing in value by another 9%. 

In May, I received $244.06 in dividends vs $200.91 for the same period a year ago. That's an increase of $43.15 or 21% on year-over-year basis. My total year-to-date dividend income is $1,238.63. May dividends are slightly lower than it should be because I did not receive the dividend from Student Transportation. The company was in the process of sale so there was no ex-dividend date in April.

Every month I transfer $700 of fresh capital to my TFSA account. I plan to keep that pace until the end of the year. Next year I will adjust my contributions, depending on 2019 TFSA limit. 

Sold 340 shares of Student Transportation (STB.TO) for $9.48 per share
Bought 110 shares of CT REIT (CRT.UN.TO) for $13.26 per share
Bought 75 shares of Riocan REIT (REI.UN.TO) for $23.42 per share
Bought 55 shares of Alaris Royalty (AD.TO) for $16.53 per share


  1. DIS - Great month! I'm pumped as heck for you that you are closing in on a nice investment milestone. That was a very nice dividend income increase and update as well.

    Take care!


    1. Hi Bert! Thanks for your comments! I did not expect to get close to 60K this summer. Nobody knows however how the summer months will play out. Maybe it will dip under 55K again... time will tell!

  2. Congrats! Your dividend yield is crazy! You had almost as much as dividend income as me last month with a smaller portfolio. Congrats on the increase month over month as well. Great job!

    Also - did you do a redesign of the site? Either way looks great.

    1. Jordan! Thanks for the support! The divies are high due to big exposure to REITs! Eventually I will rebalance my portfolio when interest rates will have an impact on businesses.

      As for the site design, I did change the header. I suck at graphics, but at least it's my own design :)

  3. Nice German! grats on the dividend growth yr over yr and the sale / profit from student transportation.

    Ct reit looks intriguing and i love riocan!
    keep it up.

    nice work on the site/ header btw


  4. Your numbers keep getting better and better. Can't wait to read your June post. Keep up the good work. I like the stock purchases you made.

    1. Thanks! Yes, June should be another record setting month. All the best!

  5. Keep that dividend snowball rolling, nice graphs! Keep up the good work and you will be FI in no time.

  6. Hi DIS,

    thanks for posting your monthly income once more. I added you to the list of Income Heroes to serve as an example to follow:


    I hope you like. Keep on your good work,


    1. Great list of dividend investors! Thanks for adding me.

    2. No need to thank me. You have nice blog people can learn from.