2020 Top Investment Picks – Q1 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 Q1.

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Passive Income Update – Feb 2020

Welcome to our monthly passive income update for Feb 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 Feb 2020 was CAD$753.84, which comprised of US$419.20 and CAD$192.11 (exchange rate is US$1 = CAD$1.34).

The change for the month is -15.48% QoQ and 48.08% YoY. This brings our passive income to $1,586.61 YTD and achieves 15.86% of our annual goal of $10K in passive income.

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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 2019 and achieves 119.6% of our annual goal of earning $8K. Woohoo! 🙂

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