Dividends & Other Updates: October 2019

Personal Finance Blog Update dividends early retirement FIRE Jordan Maas

Dividends, Investment Portfolio News & More

Personal Highlights for October:

  • First of all, Happy Halloween.  The kids had a great time, scored a ton of candy and were cute as ever.
  • Indoor soccer season has started up.  Played our first two games and have come to the realisation I am old as fuck.  I definitely need to start running on the treadmill a bit more.
  • Speaking of Soccer – Canada beat the USA in a competitive match for the first time in 30+ years.  This is HUGE news for Canada soccer fans, and puts us in a good spot for World Cup qualifying.  They play again this month (November 15) in Orlando.
  • The NHL season is still young, but  between the Jets sucking and most my fantasy team(s) being full of injuries, it’s not looking good.
  • Last week while eating an Oh Henry at work, my crown (root canal) came off.  I had a temporary one put in and have to get a new one remade and put in next week.
  • Traded one of my bottles of Weller Antique bourbon for Makers Mark 101.  I had previously picked up a few bottles of Weller Antique on sale, and you cannot buy Makers Mark 101 in North America, so I thought what the hell.  Looking forward to trying it.

Halloween Trick Or Treat Winnipeg

  • Financial Highlights for October:
  • Stopped contributing to my RRSP.  Continued bi weekly contribution to spousal RRSP.  Increased contribution to TFSA.
  • Paid dividends from 8 companies, and 1 funds.  Dripped a total of 34 new shares.
  • Received my first dividend payment from newly acquired stock Go Easy Financial.
  • Portfolio hit a new all time high (second month in a row)

Passive Income Update For October 2019.

TFSA:

Diversified Royalty: $10.12 (dripped 3 shares)

Algonquin Power: $172.71 (dripped 9 shares)

Artis Reit: $27.54 (dripped 2 shares)

Interrent Reit: $4.01

Plaza Reit: $28.58 (dripped 6 shares)

Chorus Aviation: $11.68 (dripped 1 share)

RRSP:

Canadian Equity Income Distribution: $336.68 (dripped 11 new units)

Go Easy: $79.36

Transcontinental: $28.16 (dripped 1 share)

Total Passive Income October 2019:  $698.84

Portfolio Update:

Total passive income this month was $698.84.  This is my second highest month this year, and it represents a 48.65%  increase year over year!

My portfolio currently sits at: $353,621.05.  This represents an increase of 19.45% Year over Year.

I recently posted about how even though dividend income is great, for us younger investors it is important not to ignore total returns.  I also challenged other bloggers to start posting their returns along with their income.  Rob from Passive Canadian Income recently posted his monthly updated and included his trailing 12 month returns.  You can see his updated HERE.  Rob posted a very impressive trailing 12 month return of 17.17%!

I have my account split between RRSPs (mostly index funds/Mutual Funds) and my TFSA (where I choose individual Canadian stocks).  My trailing 12 month returns are as follows:

TFSA: 18.42%

RRSP: 5.63%

Also my returns since I started direct investing (since inception):

TFSA: 15.35%

RRSP: 7.31%

Thanks for reading, Cheers!

 

9 Comments on “Dividends & Other Updates: October 2019

  1. Well done Jordan. Good to see that you are hitting (close to) all time highs in portfolios and dividends.

    Keep it up and dont eat all the leftover candy 😉

    R2R

    Like

  2. Thanks R2R.

    These updates are getting pretty repetitive/boring – which to me is a good thing. I might start making them a quarterly updated instead of monthly. I don’t do any “trading” hell I cant even remember the last time I sold a stock…haha

    Either way..slow and steady seems to be working.

    Like

  3. nice Jordan

    oh so many algonquin drips. I’m jealous!

    A great month all around, keep it up.

    btw thx for shout out as well.
    cheers

    Liked by 1 person

  4. Great dividend and portfolio value growth! Sux about the crown. For the price they charge for a crown, they must be a lot stronger. It’s funny for a chocolate bar can take them down! Anyway, the kidos are cute in those costumes!

    Like

  5. Congrats on another month of higher portfolio value, Jordan. Your portfolio is certainly big enough that market action will dictate positive or negative swings most months (instead of new contributions). That’s a testament to your saving/investing thus far.
    Nice work on all those dripped shares…. 34 is a hefty amount. Is that a record amount for any month?
    That’s a big first payment from Go Easy Financial. Always nice to see a boost like that.
    Glad to hear the kids had a great Halloween. Sounds like maybe you might not have though, thanks to that Oh Henry. 🙂

    Like

    • Definitely not a record for DRIPs, my biggest month will probably be December again, due to a couple of funds paying out. Last December I dripped just under 100 shares/units.

      GoEasy has been a great pick up for me, already up about 25% in under 3 months.

      Cheers.

      Like

  6. Pingback: October Dividend Income from YOU the Bloggers! - Dividend Diplomats

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