Portfolio Value Update - June 2025

Portfolio Value
In June, my portfolio value increased by $3,515, from $192,404 to $195,919. Most of the increase came from stock appreciation. The biggest contributors were bank stocks, which helped my portfolio climb 1.79% in one month.



Dividends
Dividends received in June 2025: $855.93
Dividends received in June 2024: $777.61
Year-Over-Year Dividend Growth: $78.32 or 10.07%
Year-To-Date Dividend Income: $5,072.82

Portfolio Value Update - May 2025

Portfolio Value
In May, my portfolio value increased by $8,173, from $184,231 to $192,404. That was a big jump compared to last month. The portfolio is now at an all-time high. I’ve reached a new milestone of $190K, and I’m now looking forward to reaching the next milestone of $200K.



Dividends
Dividends received in May 2025: $852.45
Dividends received in May 2024: $769.47
Year-Over-Year Dividend Growth: $82.97 or 10.78%
Year-To-Date Dividend Income: $4,216.89

Portfolio Value Update - April 2025

Portfolio Value
In April, my portfolio value increased by $747 from 183,484 to $184,231. April was a very volatile month for stocks. The first week I lost about 4%, but then the markets started to recover towards the end of the month.


Dividends
Dividends received in April 2025: $849.40
Dividends received in April 2024: $769.22
Year-Over-Year Dividend Growth: $80.18 or 10.42%
Year-To-Date Dividend Income: $3,364.44

Portfolio Value Update - March 2025

Portfolio Value
In March, my portfolio value increased by $705 from 182,779 to $183,484. It was a very modest increase. Nest month, my portfolio will be in the read as the markets started with a huge drop in April.



Dividends
Dividends received in March 2025: $846.14
Dividends received in February 2024: $759.02
Year-Over-Year Dividend Growth: $87.12 or 11.47%
Year-To-Date Dividend Income: $2,515.04

Portfolio Value Update - February 2025

Portfolio Value
In February, my portfolio value increased by $3,232 from 179,547 to $182,779. Most of the increase came from stocks appreciation. The markets were trading sideways in February. However, going into March, the markets will be volatile due to US tariff threats on Canada.



Dividends
Dividends received in February 2025: $832.79
Dividends received in February 2024: $743.44
Year-Over-Year Dividend Growth: $89.35 or 12.01%
Year-To-Date Dividend Income: $1,668.90