Portfolio Value Update - March 2021

Portfolio Value
In March, my stock portfolio increased by $6,286 and closed at $118,457. Considering the size of my portfolio – that’s a big increase. The jump in portfolio value is only attributed to stocks appreciation. I did not add new funds, nor did I purchase anything. I just let the dividends accumulate and hopefully will buy new stocks in April.



Dividends
Dividends received in March 2021: $454.91
Dividends received in March 2020: $480.55
Year-Over-Year Dividend Growth: -$25.64 or -5.33%
Year-To-Date Dividend Income: $1,355.63

I had a negative growth rate in March compared to last year. This is because last year I received a special dividend of $92.80 from Genworth MI Canada. If I were to exclude the special dividend, the growth rate would have been 17.32%.

Portfolio Value Update - February 2021

Portfolio Value
In February, my stock portfolio increased by $2,027 and closed at $112,171. The increase is attributed to stocks appreciation. I did not add new funds, but I plan to transfer some money to my taxable account for March purchases.



Dividends
Dividends received in February 2021: $449.80
Dividends received in January 2020: $465.14
Year-Over-Year Dividend Growth: -$15.34 or -3.29%
Year-To-Date Dividend Income: $900.72

I had a negative growth rate in February compared to last year. This is because last year I received a special dividend of $92.80 from Genworth MI Canada. On adjusted basis, the dividend growth rate would have been 20.80%.

Portfolio Value Update - January 2021

Welcome back to my blog. January 2021 was an exciting month. The WallStreetBets on reddit coordinated a short squeeze on some of the most shorted stocks. It was entertaining to watch the tug of war between the retail investors and the hedge funds. Usually, the big guys manipulate the markets and take advantage of the swing trades, but this time, probably for the first time in history, retail investors won the war! Eventually the dust will settle, and the big boys will take over. Anyway, let’s get to my January numbers.




Portfolio Value
In January, my stock portfolio value increased by $9,151 and closed at $110,144. I did transfer $6,000 to max out my TFSA contribution room, the rest of the gain came from stock appreciation.

New Stocks I Bought in January 2021

Well, I spent a lot of money again. I transferred $6,000 to my brokerage account to max out my TFSA contribution room and I had $1,000 saved up from dividends.

I decided to invest all money at once just like the last year and then every quarter I will reinvest the dividends back into dividend paying stocks to keep the snow ball growing.

The stock market is expensive and it’s getting harder to find good deals. So I picked a few names that are still trading at good valuations and they are the perfect additions to my portfolio.

I added two utilities and one real estate company.

Portfolio Value Update - December 2020

Welcome back to my blog. I hope you are doing well. If you’re new here and don’t know what I do, I invest in dividend paying stock to generate extra income so that overtime I could generate enough to cover my living expenses. Every month I report my portfolio progress and dividend income. December 2020 is in the books and it’s the time to report my progress. So here it is.


Portfolio Value
In December, my stock portfolio value increased by $458 and closed at $100,993. All of the increase came from stock appreciation. I did not add any new funds to my account in December as my TFSA account is maxed out. In January 2021 I will have an additional $6000 of contribution room for my TFSA and I plan to top it off right away.