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.

Portfolio Value Update - September 2024

Portfolio Value
In September, my portfolio value increased by $9,326 from 172,628 to $181,954. It was another great month with solid gains. The portfolio reached a new milestone by surpassing 180K value for the first time. I don’t expect much gain in October. I feel like the markets will pull back.



Dividends
Dividends received in September 2024: $791.84
Dividends received in September 2023: $725.22
Year-Over-Year Dividend Growth: $66.62 or 9.18%
Year-To-Date Dividend Income: $6,935.66