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Showing posts from January, 2018

January 2018 : Investment Portfolio Status

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This is my first monthly update for 2018. Stock market has been on fire and my portfolio grew significantly in January. However, high stock prices have brought down my yield and hence my forward dividends have increased at a slower rate. Dividends My forward dividends reached $825.37, this a 5.81% increase from prior month. My new goal for 2018 is $1,500 in forward dividend. My forward dividends are at 55.02% of this goal. My overall investment portfolio grew by 11.71%. 6.20% of this growth came through infusion of new capital (inorganic growth). 5.52% of the growth came through change in stock market valuations(organic growth). In comparison S&P 500 grew by 5.59%. The inorganic growth has been on a downward trend for months (8.91%, 8.07%, 7.33%, 6.66% and 6.20%). This is to be expected as my portfolio increases in value, additional inflows will not have the same impact. Largest position in my portfolio is S&P 500 ETF (35.78%) and average expense ratio is 0.106%. I ad...

Canadian Dividend Increases (January 22 - 26, 2018)

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This is a weekly post on Canadian stocks that have dividend increases. Companies that pay rising dividends are likely to be financially healthy and generate consistent cash flow.

10-Year Dividend Growers With Dividend Increases (January 22 - 26, 2018)

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One way to identify dividend growth stocks is to look for dividend increases. Companies that pay rising dividends are likely to be financially healthy and generate consistent cash flow. I am interested in stocks with at least ten consecutive years of increasing annual regular dividend payments. Here is a list of such companies that increased their dividends last week.

10-Year Dividend Growers With Dividend Increases (January 15, 2018 - January 19, 2018)

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One way to identify dividend growth stocks is to look for dividend increases. Companies that pay rising dividends are likely to be financially healthy and generate consistent cash flow. I am interested in stocks with at least ten consecutive years of increasing annual regular dividend payments. Here is a list of such companies that increased their dividends last week.

Canadian stock dividend increases (January 15, 2018 - January 19, 2018)

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This is a weekly post on Canadian stocks that have dividend increases. Companies that pay rising dividends are likely to be financially healthy and generate consistent cash flow.

Unlocking the Potential: A Deep Dive into Vanguard's High Yield Dividend Funds - VHDYX, VYM, and VDY

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I had written a prior article on VDAIX (Vanguard Dividend Appreciation Index Fund) . VDAIX is a superb fund for investors in search of top-tier dividend stocks, even if their primary concern isn't achieving the highest dividend yield. It's better described as a high-quality asset, prioritizing stability and growth over raw dividend payouts. In this article, we'll shift our focus to another exceptional fund, the Vanguard High Yield Dividend Index Fund, VHDYX.

Optimizing Global Diversification: S&P 500 and International Investments

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(Source: Fidelity.com) Is your investment portfolio diversified internationally? Have you considered including an S&P 500 index fund in your investment strategy? If you answered yes to the latter question, then your portfolio automatically gains international exposure. Let's delve deeper into this renowned chart to gain a better understanding.

Commission-Free ETFs (TD Ameritrade/Scottrade)

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As a passive investor I trade exclusively in Vanguard mutual funds and ETFs. Therefore, Vanguard is my primary brokerage account. I love it for it's commission free trades on Vanguard ETFs and mutual funds. However, they are very limited in types of orders that can be placed (For e.g. it is not possible to place a Trailing Stop order). Secondly, not Vanguard funds and ETFs trade with a commission of $20.0 per trade (I do get 25 trades per year with a commission of $7.0). None of these matter while trading Vanguard index funds.