Quarterly Update – Q1 2016

Welcome to the quarterly update for Q1 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

Q1 2016 saw a small amount of activity in our portfolio.
We added to the following positions.
In my wife’s portfolio, we continued adding incrementally to the following ETFs. Click here to read details about my wife’s portfolio and why we chose the route of index ETFs.
  • BMO S&P/TSX Capped Composite Index ETF (ZCN.TO)
  • Vanguard FTSE All World Ex-Canada Index ETF (VXC.TO)
  • BMO Aggregate Bond Index ETF (ZAG.TO)

We closed the following position.

Q1 saw 13 dividend increase announcements in our portfolios. The companies from our portfolios increasing their dividends and details of portfolio changes are summarized below.

Q1 Update - Div Growth

Quarterly Update – Q3 2015

Welcome to my quarterly update for Q3 2015. This is part of  a series where I track my 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 2015 saw some good amount of activity in my portfolio. I initiated/added to the following positions during the quarter.

In my wife’s portfolio, we continued adding to the positions in the following ETFs. Click here to read details about my wife’s portfolio and why we chose the route of index ETFs.

  • BMO S&P/TSX Capped Composite Index ETF (ZCN.TO)
  • Vanguard FTSE All World Ex-Canada Index ETF (VXC.TO)
  • BMO Aggregate Bond Index ETF (ZAG.TO)

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Quarterly Update – Q2 2015

Welcome to my quarterly update for Q2 2015. This is part of  a series where I track my 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

Q2 2015 saw a small amount of activity in the quarter. Due to the pro-rated dividends from Omega Healthcare (OHI), I missed out on the DRIP this quarter, but nevertheless, I am happy to collect the dividends in cash. I initiated/added to the following positions during the quarter.

During the quarter, I closed my position in:

In my wife’s portfolio, we continued adding to the positions in the following ETFs. Click here to read details about my wife’s portfolio and why we chose the route of index ETFs.

  • BMO S&P/TSX Capped Composite Index ETF (ZCN.TO)
  • Vanguard FTSE All World Ex-Canada Index ETF (VXC.TO)
  • BMO Aggregate Bond Index ETF (ZAG.TO)

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Quarterly Update – Q1 2015

Welcome to my quarterly update for Q1 2015. This is part of  a series where I track my 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

Q1 2015 has been a busy one with some new names finding their way into my portfolio. Over the course of the quarter, our portfolio expanded from 23 stocks + 4 funds to 26 stocks + 6 funds. I initiated/added to the following positions during the quarter.

In my wife’s portfolio, we closed position in one expensive mutual fund (listed below) and initiated positions in new more diversified and balanced ETFs. Click here to read details about my wife’s portfolio and why we chose the route of index ETFs.

  • BMO S&P/TSX Capped Composite Index ETF (ZCN.TO) – New position
  • Vanguard FTSE All World Ex-Canada Index ETF (VXC.TO) – New position
  • BMO Aggregate Bond Index ETF (ZAG.TO) – New position
  • Scotia Canadian Balanced Fund – mutual fund – Closed position

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Quarterly Update – Q4 2014

Welcome to my quarterly update for Q4 2014. This is part of  a series where I track my progress on a quarterly basis. I present three parts in this series: (i) Investment Update, (ii) Passive Income Update and (iii) Blog Update.

1. Investment Update

I initiated/added to the following positions during Q4 2014.

I closed my positions in the following holdings.

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