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%. 





Dividends
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.



Contributions
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. 



Transactions
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

13 comments:

  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!

    Bert

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    Replies
    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!

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  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.

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    Replies
    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 :)

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  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

    cheers

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  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.

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

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

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  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:

    https://dividendstocks.cash/blog/income-heroes/

    I hope you like. Keep on your good work,

    Torsten

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

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

      Delete