Welcome to the quarterly update for Q2 2019. This is part of a series where I track our financial progress on a quarterly basis. I present three parts in this series: (i) Investment & Portfolio Update, (ii) Passive Income Update, and (iii) Goals Update.
1. Investment & Portfolio Update
Q2 2019 saw a some decent activity in our portfolio. We added to the following positions.
- Algonquin Power & Utilities Corp (AQN.TO) – DRIP
- BCE Inc (BCE.TO)
- Brookfield Asset Management (BAM.A.TO)
- Brookfield Infrastructure Partners (BIP.UN.TO) #1 & #2
- Constellation Software Inc (CSU.TO) *New position*
- EVI Industries (EVI) *New position*
- Ferrari N.V. (RACE) *New position*
- Johnson & Johnson (JNJ) #1 & #2
- Kinder Morgan Inc (KMI) – DRIP
- Toronto-Dominion Bank (TD.TO)
We closed position in
We continued adding to index funds as well as shown in the image below.
Q2 saw 5 dividend increase announcements in our portfolios. The following calendar provides a quick overview of changes in our portfolio.Continue reading