Sweet Jebus…the first month of 2018 is already over & although it went by too fast – I am happy with what was accomplished!

Personal Highlights for January:

  • One of my goals for the year was to take the wife out to dinner at least 5 times, and I am happy to say we were able to get a baby sitter and went to a nice steakhouse earlier this month!
  • I was able to find the time to write 6 new blog posts as well as play with the theme/look of the site.  This will continue to be a work in progress.
  • Added a new section to the website called “My Bar” which although is(slightly off topic) a lot  of fun for me to write about & even more fun making and trying new drinks.
  • Started (finally) watching Last Man On Earth on Netflix and it is GREAT!
  • Had over 1000 visitors to the website in a month for the first time.Personal Finance Blog Winnipeg Canada Investing Dividends Jordan Maas

 

Financial Highlights for January:

I am happy to report that I have already followed through with one of my financial goals for the year – and one that I have wanted to do for some time.

  • Sold my high cost RBC mutual funds and moved them to my direct investing RSP.  Replaced with a lower cost Canadian equity fund & super low cost Global fund. As detailed in this post
  • Started gathering all my statements for tax time 🙂
  • Continued bi weekly payments into RRSPs & Spousal RSP.
  • Increased Spousal RSP amount by $100 bi weekly to try and get our accounts closer in size.
  • Set up an RESP for my kids
  • Got out of the Penny stock/speculation game completely(for good) and made 2 new stock purchases.  You can read more about that HERE.

 

Passive Income Update For January 2018.

TFSA’S:

Diversified Royalty: $9.07 (Dripped 2 new shares)

Canadian Western Bank: $0.24

Artis Reit: $49.86 (Dripped 3 shares)

Plaza Reit: $24.75 (Dripped 5 shares)

Algonquin Power: $110.35 (Dripped 8 shares)

Chorus Aviation: $10.80 (Dripped 1 share)

TFSA’s Total: $205.07

RRSP:

Canadian Equity Income Distribution: $213.99

Total Passive Income January 2018:  $419.06

*The transfer of funds from mutual fund to ETF/Direct investing hasn’t happened as of writing this – even though papers have been signed – so next month will represent the new funds.

Portfolio Update:

My portfolio grew by 1.67% month over month and once again hit an all time!  The early retirement portfolio now sits at $306,396.65.  Dividends grew by $14.95 vs last January (year over year growth of 3.69%).  I expect my dividend growth rate to increase quite a bit more this year once my funds are transferred from my Mutual Funds and into my direct investing account/redeployed.  I am also planning on trying to contribute more into my TFSA this year which should help increase dividends for the year.

I’ve decided to add a new section to the monthly updates, which will be my top 5 stocks I am looking to buy in the future/keeping an eye on:

Current Watch List:

Andrew Peller: ADW

Cascades: CAS

InterRent Reit: IIP

Northview Apartment Reit: NVU

Caledonia Mining: CAL

 

How was your month?

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