1. Investment & Portfolio Update
In my wife’s portfolio, we initiated a new ETF portfolio and moved from the traditional expensive mutual funds. Click here to read details about my wife’s portfolio and why we chose the route of index ETFs.
Overall, I am pretty pleased with the purchases made. Lots of fresh new money put into the portfolio and the cash put to work in investments. Most of the dividends received were reinvested back into the investments, thus ensuring we compound our growth going forward.
Companies listed without any activity during the year (such as CVX, GE, and IMG.TO) mean that we did not add or remove these positions in our portfolio, nor did those companies have any change in dividend policy. These investments remain dormant in our portfolio.