Passive Income Update – Jan 2020

Welcome to our monthly passive income update for Jan 2020. 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 Jan 2020 was CAD$832.78, which comprised of US$76.74 and CAD$731.48 (exchange rate is US$1 = CAD$1.32).

The change for the month is 15.04% QoQ and 12.73% YoY. I am setting a $10K goal of passive income for 2020, so this achieves 8.3% of the goal.

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Annual Update – 2019 Review

Welcome to the annual 2019 update. This is part of  a series where I track our financial progress on a regular basis. I present three parts in this series: (i) Investment & Portfolio Update, (ii) Passive Income Update, and (iii) Goals Update.

1. Investment & Portfolio Update

2019 was quite an interesting year. The broad equity markets performed phenomenally well with the S&P500 returning 28.9%. I finished the year with a return of 23.5%, underperforming the S&P500 but beating a 60/40 or 80/20 portfolio.

Changes to our portfolio are summarized below.

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Passive Income Update – Dec 2019

Welcome to our monthly passive income update for Dec 2019. This is part of the scorecard series where I track our dividends and other sources of passive income. I 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 Dec 2019 was CAD$1,085.21, which comprised of US$386.81 and CAD$582.36 (exchange rate is US$1 = CAD$1.30).

The change for the month is 24.9% QoQ and -1.2% YoY for the month. This brings our passive income to $9,571.24 for the year of 2019ย and achieves 119.6% of our annual goal of earning $8K. Woohoo! ๐Ÿ™‚

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Results: 2019 Top Investment Picks

As we welcome the new year, it’s time to look back and evaluate some of our investment picks/decisions. At the end of 2018, I reached out to the investing community and asked them to pick one investment security as their top pick for the year 2019. Plenty of folks responded and I was happy to compile the list and track them over the year.  The original post can be found here. Picks from previous years are indexed on this page. It is always interesting to see what everyone was thinking a year ago and how the picks played out over the year.

Again, I would like to remind readers that this was meant to simply be a fun exercise and should not be considered investment advise. Please do your own research before investing in any securities.

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Passive Income Update – Nov 2019

Welcome to our monthly passive income update for November 2019. 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 November 2019 was CAD$891.86, which comprised of US$246.34 and CAD$564.23 (exchange rate is US$1 = CAD$1.33).

The change for the month is 16.97% QoQ and 22.95% YoY. This brings our passive income to $8,486.03 YTD and achieves 106% of our annual goal of $8K in passive income ๐Ÿ™‚

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