Results: 2016 Top Investment Picks

As we ring out the year 2016, its time to look back and evaluate some of our investment picks/decisions. At the end of 2015, I reached out to the investing community and asked them to pick one investment security as their top pick for the year 2016. Plenty of the said bloggers responded and I was happy to compile the list and track them over the year.  The original post from Jan 2016 can be found here — it is interesting to see what everyone was thinking back then 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 2016

Welcome to our monthly passive income update for August 2016. 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 growth of our dividends going forward.

Passive Income  Update

Passive income for the month of August 2016 was C$534.99. The passive income for the month comprised of US$292.93 and C$142.46 (exchange rate is US$1 = C$1.34).

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Passive income change is -2.20% QoQ and -20.85% YoY for the month. The passive income YTD is $7,670.26, which achieves 85.22% of our annual goal of earning $9K.

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Passive Income Update – Oct 2016

Welcome to our monthly passive income update for October 2016. 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 Oct 2016 was C$596.94. The passive income for the month comprised of US$276.09 and C$226.98 (exchange rate is US$1 = C$1.34).

Passive income change is -21.38% QoQ and -10.40% YoY for the month. The passive income YTD is $7,135.27, which achieves 79.27% of our annual goal of earning $9K.

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Quarterly Update – Q3 2016

Welcome to the quarterly update for Q3 2016. This is part of  a series where I track our financial progress on a quarterly basis. I present four parts in this series: (i) Investment & Portfolio Update, (ii) Passive Income Update, (iii) Blog Update, and (iv) Goals Update.

1. Investment & Portfolio Update

Q3 2016 saw a lot of activity in our portfolio.
We initiated/added to the following positions.
We closed the following positions.

Q3 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 – Sep 2016

Welcome to our monthly passive income update for September 2016. 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 growth of our dividends going forward.

Passive Income  Update

Passive income for the month of September 2016 was C$660.30. The passive income for the month comprised of US$353.92 and C$196.66 (exchange rate is US$1 = C$1.31).

Passive Income Update - Sep 2016

 

Passive income change is -42.64% QoQ and -4.53% YoY for the month. The passive income YTD is $6,538.33, which achieves 72.64% of our annual goal of earning $9K.

It looks like I am pretty close to the 75% mark, but I will most likely fail to reach my goal of $9K for the year. As most regular readers are aware, I sold off a big part of our portfolio and continue with more sales which drops our forward dividend income. Dividend income plays a big part in our overall passive income sources. I am personally ok with failing to reach this goal for the year, as I wanted to take some money off the table.

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