Quarterly Update – Q1 2019

Welcome to the quarterly update for Q1 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

Q1 2019 saw a some decent activity in our portfolio.   We added to the following positions.

Partially closed position & booked gains in

We continued adding to the following funds

Q1 saw 5 dividend increase announcements in our portfolios. The following calendar provides a quick overview of changes in our portfolio.

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Passive Income Update – Mar 2019

Welcome to our monthly passive income update for March 2019. 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 March 2019 was CAD$590.41, which comprised of US$141.02 and CAD$402.85 (exchange rate is US$1 = CAD$1.33).

The change for the month is -46.2% QoQ and -28.5% YoY for the month. This brings our passive income to $1,838.22 YTD and achieves 22.98% of our annual goal of earning $8K.

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Passive Income Update – Feb 2019

Welcome to our monthly passive income update for February 2019. 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 February 2019 was CAD$509.07, which comprised of US$185.50 and CAD$266.06 (exchange rate is US$1 = CAD$1.31).

The passive income for the month is -29.8% QoQ and -33.29% YoY for the month. Passive income YTD is $1,247.81, which achieves 15.6% of our annual goal of $8K in passive income.

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Passive Income Update – Jan 2019

Welcome to our monthly passive income update for January 2019. 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 January 2019 was CAD$738.75, which comprised of US$60.31 and CAD$659.74 (exchange rate is US$1 = CAD$1.31).

The passive income for the month is -2.58% QoQ and -14.5% YoY for the month, and achieves 9.2% of our annual goal of $8K in passive income.

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Passive Income Update – Dec 2018

Welcome to our monthly passive income update for December 2018. 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 December 2018 was CAD$1,098.59, which comprised of US$147.37 and CAD$898.17 (exchange rate is US$1 = CAD$1.36).

The change for the month is 96.16% QoQ and -27.5% YoY. I would’ve received a bigger annual dividend in December had I not sold some of my index funds in August, but I have no regret for doing that since the timing worked out great before the Q4 2018 correction started and I would’ve lost a lot more capital by staying invested.

This brings our passive income to $9,238.40 for the year of 2018 and achieves 83.99% of our annual goal of earning $11K, well below the target.

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