In January, my portfolio increased by $10,311, rising from $223,858 to $234,169. This represented a notable gain, particularly in light of market weakness in technology stocks. Due to the absence of technology exposure, my portfolio performed better than expected. Although I contributed $2,000 to my TFSA during the month, the majority of the increase was attributable to stock appreciation.
Dividends
Dividends received in January 2026: $936.09
Dividends received in January 2025: $836.11
Year-Over-Year Dividend Growth: $99.98 or 11.96%
Year-To-Date Dividend Income: $936.09
Transactions
In my TFSA, I had approximately $3,500 available to invest. Of this amount, $2,000 came from a new contribution, while the remainder was accumulated from dividend income earned in December and January. This month, I chose to average down on several positions that were underperforming. As a result, I made the following purchases:
• Algonquin Power (AQN.TO): 131 shares at $8.94 per share
• Bell (BCE.TO): 35 shares at $34.75 per share
• Northwest Healthcare (NWH.UN.TO): 215 shares at $5.70 per share
Charts
---
That wraps up my January update! I’d love to hear your thoughts on my progress. Feel free to share yours in the comments below as well. Thanks for reading, and see you next month!
No comments:
Post a Comment