February Update: Breaking Records, New Purchases & More

Another month has come and gone – which means time for the monthly update post!

Personal Highlights for February:

• Finished reading “Predictably Irrational” by Dan Ariely.  Was a pretty interesting read – and reminded me of one of my favourite books “Thinking fast & slow”.  Currently looking for book recommendations on what to start next.  In the mean time I am flipping through “Warren Buffet & the Interpretation of Financial Statements” which I had read a long time ago.
• I was able to write 5 new blog posts in February.
• I reserved my Winnipeg Jet Playoff tickets.  These tickets will end up costing me between $300-$3500 depending how far they go which makes me both happy and frustrated at the same time..hah
• Started watching “Peaky Blinders” on Netflix.  So far so I like it.
• Found a home day care for BOTH kids – which will be able to take them by May 1st so Amber can go back to work once her maternity leave ends….and the best part – it’s 5 minutes from my house!
• Last month I had over 1000 visitors to the blog (which was a new record).  This month I smashed that record:

• I had over 1300 visitors this month!  Thanks for stopping by and reading/leaving comments.

Financial Highlights for February:

• February was the first full month since I transferred all my RBC Mutual funds into my Direct Investing account.
• I updated my portfolio page to make my holdings a little easier to read.
• Started preparing my taxes.
• Continued bi weekly payments into RRSPs & Spousal RSP.
• Made $1250 from selling some memorabilia that was just sitting in my closet.  You can read more about that here
• Made 2 new stock purchases in my TFSA.  Added to my position in Algonquin Power & opened a position in Interrent REIT.  You can read about my most recent purchase HERE
• My overall portfolio value went down for the first time in 6 months due to the volatility in the market, however as things leveled out it finished the month down just -1.07%.

 

Passive Income Update For February 2018.

TFSA’S:

Diversified Royalty: $9.10 (Dripped 2 new shares)

Artis Reit: $50.13! First time breaking $50 (Dripped 3 shares)

Plaza Reit: $25.75 (Dripped 6 shares)

Chorus Aviation: $10.84 (Dripped 1 share)

TFSA’s Total: $95.82  

RRSP:

Canadian Equity Income Distribution: $242.88

Total Passive Income January 2018:  $338.70 

 

Portfolio Update:

My portfolio decreased by 1.07% month over month.  This is first time my portfolio has decreased in 6 months. The early retirement portfolio now sits at $303,31.11.

Dividends grew by $48.67 vs last February(year over year growth of 16%).

Although February wasn’t a great month for dividend income, I expect to see huge improvements vs last year( mostly due to my funds being switched to direct investing).

Current Watch List:

Andrew Peller: ADW

Cascades: CAS

InterRent Reit: IIP

Northview Apartment Reit: NVU

Caledonia Mining: CAL

My Watchlist hasn’t changed from last month, but I did initiate a position in InterRent Reit.

 

That’s it!  Hope everyone else had a great February – and if you have any book recommendations let me know!!