Portfolio Value Update - July 2022

Portfolio Value
In July, my portfolio value increased by $7,455 from $147,601 to $155,506. We saw a good recovery in the stock market, which pushed my portfolio above 150K again. Going forward, the growth will be minimal as I’m dumping more money into my mortgage. I’m currently paying a low interest rate, but because the rates are going up, I decided to pay off the mortgage a lot sooner. I don't want to refinance with 5+%.

Dividends received in July 2022: $637.53
Dividends received in July 2021: $452.58
Year-Over-Year Dividend Growth: $184.95 or 40%
Year-To-Date Dividend Income: $4,146.16

I’m happy to see the growth rate of 40% and the fact that I’m slowly approaching the $650/mo threshold. It’s a good chunk of change that can pay quite a few bills.

Bought 47 shares of Dream Industrial REIT (DIR.UN.TO) for $12.30 per share
Bought 8 shares of Manulife (MFC.TO) for $22.40 per share

The stock purchases were funded from dividends. As I mentioned earlier, I decided to pay off my mortgage sooner, therefore I did not add new funds into my account.

Ads Revenue
In July, I collected $450.24 in adsense revenue from my YouTube channel.

July 2022 YouTube Stats:
  • Added 944 New Subscribers
  • $450.24 Revenue
  • Daily Average $14.52

July 2022 Summary
Portfolio Value: $155,506
Dividend Income: $637.53
AdSense Income: $450.24
Combined Income (excluding day job): $1,087.77


That’s it for July update! Let me know what you think of my progress. Feel free to share your progress in the comment section below. Thank you for reading and until next month!

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