Portfolio Value Update - July 2018

Portfolio Value
The month of July is now in the past and it’s time to report my monthly progress. As of July 31, 2018 my investment portfolio balance stood at $60,525.04. That’s an increase of $1,803.98 from last month. It was the second best performing month, but most importantly, I achieved a new milestone. I finally crossed the 60K mark in my TFSA account.

The main increase came from stocks appreciation, followed by fresh capital allocation and dividend income. There were three stocks in particular that pushed my portfolio higher:

Alaris Royalty (AD.TO) was up by 17%
First National (FN.TO) was up by 6%
Morneau Shepell (MSI.TO) was up by 6%

In July, I received $277.31 in dividends vs $227.97 for the same period a year ago. That's an increase of $49.34 or 21% on year-over-year basis. My total year-to-date dividend income is $1,796.35, already surpassing dividend income of 2015.

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.

I made one purchase in July. I bought 23 shares Emera (EMA.TO) for $42.65 per share. Please refer to my previous post for more details about that purchase.


Thank you for your time and I’m looking forward to read your updates.


  1. nice german

    great increase to your portfolio as well as yr over yr growth in dividends!

    keep it up

  2. Hi, I just came across your blog and I have already learned so much! Your blog is truly one of a kind with its Canadian content and regular updates of your transactions. These kind of blogs are hard to find so I am so glad I came across it. I appreciate you taking the time to share your knowledge with everyone here. It helps beginners like me a great deal. I hope you continue to post here for years to come! Is there anyway I would be able to subscribe to your blog so that I can get email alerts whenever you post on the blog??

  3. Hello Fay,

    Thank you for your comment. I'm glad my monthly updates and transaction follow ups are helpful to you. I added a subscription option on my blog if you want to receive email alerts of my new posts. Or, you can simply bookmark my blog and check it once a month. Cheers!!

    1. Hi, Thanks for the response. Out of curiosity do you post all of your stock transactions on the blog or only selected ones that you care to share with the readers here?

    2. Hi Fay! I post all my transactions here. I usually make one purchase per month. Thanks!

  4. Nice month nice month! Loving the progress you are making and the monthly transactions. Keep at it!


  5. Great update I enjoy reading your progress. Keep up the awesome work.