Passive Income Update – Jul 2017

Welcome to our monthly passive income update for July 2017. This is part of the scorecard series where we track our dividends and other sources of passive income. We also include changes and updates related to our investments during the month – showing the overall progress.

Passive Income  Update

Passive income for the month of July 2017 was C$609.00. The passive income for the month comprised of US$296.15 and C$238.81 (exchange rate is US$1 = C$1.25).

Passive income change is +2.4% QoQ and -19.8% YoY for the month. The passive income YTD is $4,835.77 and achieves 48.3% of our annual goal of earning $10K.

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Quarterly Update – Q2 2017

Welcome to the quarterly update for Q2 2017. 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 2017 saw very little activity in our portfolio.
We added to the following positions.

We continued adding to the following funds

  • BMO S&P/TSX Capped Composite Index ETF (ZCN.TO)
  • Vanguard All-World Ex-Canada Index ETF (VXC.TO)
  • BMO Aggregate Bond Index ETF (ZAG.TO)
  • BMO Emerging Bond Index ETF (ZEF.TO)
  • Vanguard Emerging Market Bond ETF (VWOB)
  • US Equity Index (Seg) Fund
  • Intl Equity Index (Seg) Fund
  • Scotia Monthly Income (Mutual) Fund

Reduced/Closed positions: We reduced/closed positions in the following in Q2 2017

Q2 saw 4 dividend increase announcements in our portfolios. The companies from our portfolios increasing their dividends and details of portfolio changes are summarized below.

Passive Income Update – June 2017

Welcome to our monthly passive income update for June 2017. This is part of the scorecard series where we track our dividends and other sources of passive income. We also include changes and updates related to our investments during the month – showing the overall progress.

Passive Income  Update

Passive income for the month of June 2017 was C$677.54. The passive income for the month comprised of US$193.07 and C$426.55 (exchange rate is US$1 = C$1.30).

Passive income change is +0.29% QoQ and -41.14% YoY for the month. The passive income YTD is $4,226.77 and achieves 42.2% of our annual goal of earning $10K.

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Passive Income Update – May 2017

Welcome to our monthly passive income update for May 2017. This is part of the scorecard series where we track our dividends and other sources of passive income. We also include changes and updates related to our investments during the month – showing the overall progress.

Passive Income  Update

Passive income for the month of May 2017 was C$888.22. The passive income for the month comprised of US$492.12 and C$223.86 (exchange rate is US$1 = C$1.35).

Passive income change is +20.03% QoQ and +44.21% YoY for the month. The passive income YTD is $3,550.14 and achieves 35.5% of our annual goal of earning $10K.

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Passive Income Update – Apr 2017

Welcome to our monthly passive income update for April 2017. This is part of the scorecard series where we track our dividends and other sources of passive income. We also include changes and updates related to our investments during the month – showing the overall progress.

Passive Income  Update

Passive income for the month of April 2017 was C$594.72. The passive income for the month comprised of US$107.65 and C$447.24 (exchange rate is US$1 = C$1.37).

Passive income change is -8.73% QoQ and -6.70% YoY for the month. The passive income YTD is $2,661.92 and achieves 26.6% of our annual goal of earning $10K.

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