Quarterly Update – Q2 2020

Welcome to the quarterly update for Q2 2020. 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 2020 saw robust growth in portfolio value after a turbulent Q1. I continued investing aggressively over the course of the quarter with some re-initiations and some new positions in the portfolio.

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2020 Top Investment Picks – Q2 Update

At the beginning of the year, I put together a list of Top Investment Picks for 2020 from the investment community and track them on this website. This is just meant to be a fun exercise to see how the picks do. As part of the process, I intend do provide quarterly updates on the picks to see how they are doing. This is the update after Q2.

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Passive Income Update – Apr 2020

Welcome to our monthly passive income update for Apr 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 Apr 2020 was CAD$893.87, which comprised of US$190.83 and CAD$626.71 (exchange rate is US$1 = CAD$1.40).

The change for the month is 7.34% QoQ and 3.02% YoY. This brings our passive income YTD to $4,197.52 and achieves 41.9% of our annual goal of earning $10K.

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Quarterly Update – Q1 2020

Welcome to the quarterly update for Q1 2020. 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

Q1 2020 was a turbulent time in the financial markets and I had to quickly pivot to sell and exit some of our investments as it became apparent that the market was not facing a quick drop and bounce. As a result, I sold a big part of our portfolio and went to cash.

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Passive Income Update – Mar 2020

Welcome to our monthly passive income update for Mar 2020. 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 Mar 2020 was CAD$1,717.03, which comprised of US$197.66 and CAD$1,438.33 (exchange rate is US$1 = CAD$1.41).

A new personal best thanks to options income 🙂

The change for the month is 58.22% QoQ and 190.82% YoY for the month. This brings our passive income YTD to $3,303.65 and achieves 33% of our annual goal of earning $10K.

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