Welcome to the quarterly update for Q3 2019. 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
Q3 2019 saw a lot of activity in our portfolio. We added to the following positions.
- Algonquin Power & Utilities Corp (AQN.TO) – DRIP
- Alphabet Inc (GOOGL) *New position*
- Brookfield Asset Management (BAM.A.TO) #1 & #2
- Brookfield Infrastructure Partners (BIP.UN.TO)
- Canadian Utilities (CU.TO)
- Constellation Software Inc (CSU.TO)
- Johnson & Johnson (JNJ)
- Kinder Morgan Inc (KMI)
- Ferrari N.V. (RACE)
- S&P Global Inc (SPGI) *New position*
- Twilio Inc (TWLO) *New position*