In February, my portfolio grew by $15,848, increasing from $234,169 to $250,017, marking my largest monthly gain to date. I contributed $2,000 of new capital to my TFSA, though the majority of the increase came from market appreciation. Looking ahead, I anticipate the possibility of a market correction in March, particularly given the ongoing conflict in the Middle East. Elevated energy prices could place upward pressure on costs across the broader economy, which may weigh on market performance.
Dividends
Dividends received in February 2026: $944.26
Dividends received in February 2025: $832.79
Year-Over-Year Dividend Growth: $111.47 or 13.38%
Year-To-Date Dividend Income: $1,880.35
Transactions
In my TFSA, I had approximately $2,700 available to invest. Of this amount, $2,000 came from a new contribution, while the remainder was accumulated from dividend income. This month, I chose to invest in two following stocks:
• Allied Properties REIT (AP.UN.TO): 100 shares at $10.14 per share
This is a new position for me. I’ve been following this stock for several years and waited patiently for the right opportunity to enter. I believe the current price offers an attractive entry point for a long-term hold. This investment reflects my view that office REITs are positioned for a gradual recovery, particularly as organizations in Canada increasingly mandate a return to in-person work for employees who had been working remotely.
• Northwest Healthcare (NWH.UN.TO): 285 shares at $6.00 per share
This REIT also appears to be on a path to recovery. I recently added more shares to the position in order to lower my average cost. My current average price is $7.21 per share, and I now hold 1,480 shares of the company.
Charts
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That wraps up my February 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!
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