Portfolio Value Update - March 2018

Portfolio Value

As of March 31, 2018 my investment portfolio balance stood at $54,114.26. That’s an increase of $772.79 from last month. March was another volatile month for the stock market. However, my portfolio did better compared to January and February. I’m glad to have a positive growth despite volatile swings. Daily price fluctuations do not affect me. I just execute my plan when I see good buying opportunities. I'm looking forward to see what April will bring us.

Dividends

In March, I received a total of $261.40 in dividends vs $214.37 for the same period a year ago. That's an increase of $47.03 or 22% on year-over-year basis. This is the first time I crossed $250 mark from regular monthly dividends. This is certainly a nice chunk of cash that is reinvested back into the stock market. So far this year I receive a total of $738.68 in dividends. That's already more than my regular monthly contribution. That means that every quarter I receive enough money from dividends to make a regular purchase.

Purchased More Shares of Plaza Reit

Hey guys! Just a quick follow up on my recent purchase. Just like planned, I did purchase another batch of Plaza REIT for $3.90 per share. I had enough money in my account to buy 235 PLZ shares. For me it’s no brainer, under $4 bucks it’s a great buy! The dividend yield is 7% and it’s growing every year. The company have raised the dividend every year since 2003.

On Friday March 24th, I noticed a little rebound in share price. The stock was up 15 cents or 3.88% and closed above $4.00. There was no news to influence the stock price so it could be a normal rally from oversold levels. Anyway, I'm glad I had chance to buy the shares under $4.

My position in Plaza now consists of 665 shares which is pretty full considering the size of my portfolio. However, I plan to buy more shares in the future as my portfolio grows.

So that's it guys! Let me know if you own Plaza reit or if you plan to invest in it! Right now would be the great way to accumulate. Take care!

Geman

Stocks I want to Buy in March 2018

What’s up guys? I hope everybody is doing fine! My monthly fund contribution is on the way to my brokerage account and it will be cleared in a few days. I will be making a new purchase by the end of this week.

If you remember, back in January 2018, I was debating between Brookfield Properties (BPY) and Plaza Reit (PLZ). Back then I bought BPY and I’m glad I did, because today PLZ’s shares are 10% cheaper.

Today, you can invest in Plaza Reit for just under $4.00 per share and collect 7.11% dividend. Just a few months ago the dividend yield was 6.3% because the shares were more expensive.

Historically, this stock trades between 10 to 20 % premium to its book value. However, at the current share price, the market offers these shares for 13% discount to books. They never been so cheap in the last 5 years.

Plaza Reit also has the cheapest Price/Book ratio among its peers.

Plaza - 0.9 P/B
Riocan – 1.0 P/B
Smart – 1.1 P/B
Choice – 1.2 P/B
CT Reit – 2.4 P/B

With my monthly contribution and accumulated dividends I will have enough cash to buy around 220 shares of Plaza. Let’s hope for the share price to stays below $4.00 before the end of this week.

Portfolio Value Update - February 2018

February was a very volatile month for me. There were more swing days than typical market days. It looked like the market was looking for any noise as an excuse for the sell-off. Having said that, my portfolio performed better compared to January. The buyout of one of my stock helped a lot to get my portfolio value higher. Anyway, I’m glad this month is over and I look forward to market stabilization in March.

Portfolio Value
As of February 28, 2018 my investment portfolio balance stood at $53,341.47. That’s an increase of $556.27 from last month.

Dividends
In February, I received a total of $236.45 in dividends vs $186.26 for the same period a year ago. That's an increase of $50.19 or 26% on year-over-year basis. I have to admit that my YoY dividend growth is still high, but that will slowly come down to single digit once my TFSA is maxed out by the end of this year.

Fun Fact
In the first two months of this year I earned more dividends than I earned for the whole year of 2011.

Dividend Increases
Plaza REIT increased their dividend by 3.5%.
RioCan REIT increased their dividend by 2.1%.

Contribution
In February, I contributed $700 of fresh capital to my TFSA account. I mentioned in the past that my contribution amount will be lowered in 2018 from $800 to $700 per month. This is because I want to equally spread out the purchasing power throughout the year.

Transaction
I made one transaction in February by purchasing more shares in Morguard REIT (MRT.UN.TO). I doubled my position in MRT by purchasing 70 shares, so now I have a total of 140 shares of MRT. More details about my purchase here.

Online Income
I have some important updates regarding my online income. As you know I used to report my Neobux, Surveys, and Google Adsense earnings from this blog and YouTube.

However, there were some changes made to YouTube Partnership Program and I will focus only on growing my YouTube channel. I will stop doing surveys and Neobux, because I won’t have much time for that. I will be focusing on making more videos and growing my subscription base.