Portfolio Value Update - May 2026

Portfolio Value
In May, my portfolio increased by $8,016, rising from $259,439 to $267,455. The portfolio continued to move higher as equity markets remained positive and several of my core holdings posted solid gains. During the month, I also contributed $300 to my TFSA, leaving $2,100 in remaining contribution room.

Dividends
Dividends received in May 2026: $990.63
Dividends received in May 2025: $852.45
Year-Over-Year Dividend Growth: $138.18 or 16.21%
Year-To-Date Dividend Income: $4,818.57

Portfolio Value Update - April 2026

Portfolio Value
In April, my portfolio increased by $11,456, rising from $247,983 to $259,439. After a weaker March, the portfolio rebounded nicely as market sentiment improved. During the month, I also contributed $300 to my TFSA, leaving $2,400 in remaining contribution room.



Dividends
Dividends received in April 2026: $984.66
Dividends received in April 2025: $849.40
Year-Over-Year Dividend Growth: $135.26 or 15.92%
Year-To-Date Dividend Income: $3,827.94

Portfolio Value Update - March 2026

Portfolio Value
In March, my portfolio declined by $2,034, falling from $250,017 to $247,983. This pullback was not unexpected, as the markets had been bullish in the preceding months. During the month, I also contributed $300 to my TFSA, leaving $2,700 in remaining contribution room.



Dividends
Dividends received in March 2026: $962.93
Dividends received in March 2025: $846.14
Year-Over-Year Dividend Growth: $116.79 or 13.80%
Year-To-Date Dividend Income: $2,843.28

Portfolio Value Update - February 2026

Portfolio Value
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

Portfolio Value Update - January 2026

Portfolio Value
In January, my portfolio increased by $10,311, rising from $223,858 to $234,169. This represented a notable gain, particularly in light of market weakness in technology stocks. Due to the absence of technology exposure, my portfolio performed better than expected. Although I contributed $2,000 to my TFSA during the month, the majority of the increase was attributable to stock appreciation.


Dividends
Dividends received in January 2026: $936.09
Dividends received in January 2025: $836.11
Year-Over-Year Dividend Growth: $99.98 or 11.96%
Year-To-Date Dividend Income: $936.09

Portfolio Value Update - December 2025

Portfolio Value
In December, my portfolio rose by $738, increasing from $223,120 to $223,858. Honestly, I was expecting a sell-off, but it didn’t happen. The stock market continued to go higher, braking through all-time highs every week. We’ll see how January plays out. At least I have a new contribution room of $7,000 in my TFSA account.


Dividends
Dividends received in December 2025: $923.66
Dividends received in December 2024: $827.56
Year-Over-Year Dividend Growth: $96.10 or 11.61%
Year-To-Date Dividend Income: $10,468.81

Portfolio Value Update - November 2025

Portfolio Value
In November, my portfolio rose by $7,814, increasing from $215,306 to $223,120. Honestly, I wasn’t expecting the markets to perform well that month. They showed some weakness during the first week, but then recovered and continued rallying to new all-time highs.



Dividends
Dividends received in November 2025: $907.32
Dividends received in November 2024: $822.23
Year-Over-Year Dividend Growth: $85.09 or 10.34%
Year-To-Date Dividend Income: $9,545.15

Portfolio Value Update - October 2025

Portfolio Value
In October, my portfolio decreased by $651, falling from $215,957 to $215,306. The Canadian markets appeared to peak and then moved sideways throughout the month. As November begins, the trend has shifted downward.



Dividends
Dividends received in October 2025: $913.44
Dividends received in October 2024: $808.00
Year-Over-Year Dividend Growth: $105.44 or 13.04%
Year-To-Date Dividend Income: $8,637.83

I reached a new dividend milestone of $900+ per month.

Portfolio Value Update - September 2025

Portfolio Value
In September, my portfolio grew by $7,493, rising from $208,464 to $215,957. The majority of this growth was driven by stock appreciation, with an additional $250 in fresh capital contributed to my TFSA. As of now, I have $500 in contribution room remaining for the year.



Dividends
Dividends received in September 2025: $891.33
Dividends received in September 2024: $791.84
Year-Over-Year Dividend Growth: $99.49 or 12.56%
Year-To-Date Dividend Income: $7,724.39

Portfolio Value Update - August 2025

Portfolio Value
In August, my portfolio grew by $8,787, rising from $199,667 to $208,464. I'm pleased to see it finally surpass the $200,000 milestone. The majority of this growth was driven by stock appreciation, with an additional $250 in fresh capital contributed to my TFSA. As of now, I have $750 in contribution room remaining for the year.



Dividends
Dividends received in August 2025: $885.67
Dividends received in August 2024: $793.28
Year-Over-Year Dividend Growth: $92.39 or 11.64%
Year-To-Date Dividend Income: $6,833.06

Portfolio Value Update - July 2025

Portfolio Value
In July, my portfolio increased by $3,748, growing from $195,919 to $199,667. I'm pleased to see it approaching the $200K milestone - a meaningful benchmark. Most of the growth was driven by stock appreciation, and I’m hopeful this positive momentum will carry into August.

On the contribution side, I’ve been steadily adding to my TFSA. I contributed $3,000 over the first six months of the year, and in July, I transferred another $3,000 from a taxable account. This leaves me with a remaining TFSA contribution room of $1,000 for the rest of the year.



Dividends
Dividends received in July 2025: $874.57
Dividends received in July 2024: $787.20
Year-Over-Year Dividend Growth: $87.37 or 11.09%
Year-To-Date Dividend Income: $5,947.39

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

Portfolio Value Update - January 2025

Portfolio Value
In January, my portfolio value increased by $914 from 178,633 to $179,547. January was a volatile month for the stock market amidst the presidential inauguration and the tariffs treats. Despite the volatile trades, my portfolio came up on top.



Dividends
Dividends received in January 2025: $836.11
Dividends received in January 2024: $744.58
Year-Over-Year Dividend Growth: $91.53 or 12.29%
Year-To-Date Dividend Income: $836.11

Portfolio Value Update - December 2024

Portfolio Value
Happy New Year everyone! December is behind us and it’s time to report the monthly progress. In December, my portfolio value decreased by $7,351 from 185,984 to $178,633. This was my biggest monthly drop of 2024, with telcos leading the way as the biggest losers. But I’m not too worried about that. This is a temporary drop and a buying opportunity for long-term holders. I’m excited to see how the markets will fluctuate in 2025.



Dividends
Dividends received in December 2024: $827.56
Dividends received in December 2023: $736.14
Year-Over-Year Dividend Growth: $91.42 or 12.41%
Year-To-Date Dividend Income: $9,393.45

Portfolio Value Upgrade - November 2024

Portfolio Value
In November, my portfolio value increased by $4,974 from 181,010 to $185,984. The growth came from stocks appreciation. I did not add new funds as my TFSA account is maxed out. I will continue to add new funds in my TFSA in 2025.



Dividends
Dividends received in November 2024: $822.23
Dividends received in November 2023: $724.32
Year-Over-Year Dividend Growth: $97.91 or 13.51%
Year-To-Date Dividend Income: $8,565.89

Portfolio Value Update - October 2024

Portfolio Value
In October, my portfolio value decreased by $944 from 181,954 to $181,010. After three consecutive months of strong gains, the markets have finally pulled back a bit in the last week of October. In my TFSA account I had a contribution room of $4000 available for this year. I sold some stock in my regular account and transferred $3000 to TFSA and an additional $1000 from my checking account. Therefore I completely maxed out my TFSA for 2024.



Dividends
Dividends received in October 2024: $808.00
Dividends received in October 2023: $719.96
Year-Over-Year Dividend Growth: $88.04 or 12.22%
Year-To-Date Dividend Income: $7,743.66

I’m pleased with the way the dividend is growing. In October I reached a new milestone of over $800/month in dividends.