July 2017 Update

Hope everyone had a great July!

Personal Highlights for July:

Got the house de-cluttered, cleaned – listed and SOLD!
Spent a lot of the month out at the cabin with the family.
Finished reading “A field guide to lies: Critical thinking in the information age” by Daniel Levitin (Great book- highly recommend it)
Kids Update – Took Holland to Boardwalk Days @ Winnipeg Beach – bought her first ice cream & Isaac turned 3 and is growing like crazy..he is also still a hairy little bastard!(See below)

Financial Highlights:

While cleaning house – rolled and cashed in my change – which resulted in $1167 – which went straight to my line of credit!
Paid down another 10% on line of credit.
One of my favorite stocks had a reverse split and got listed on the NYSE! (Caledonia)
Got our first government child benefit cheque! Thanks JT!
Although no stock purchases will be made until L.O.C is paid off – I’ve continued my regular bi-weekly fund purchases, spousal RSP purchases & and saw a few shares DRIP (more on that below)

Now on to the fun stuff.

Passive Income Update For July 2017.

TFSA:

Diversified Royalty: $8.77 (Dripped 3 new shares)

Artis Reit: $48.24 (Dripped 3 new shares)

OneReit: $18.25 (Dripped 5 new shares)

Plaza Reit: $24.05 (Dripped 5 new shares)

Algonquin Power: $109.66 (Dripped 9 new shares)

Caledonia Mining: $18.73 (Unfortunately RBC doesn’t allow this company to drip currently)

TFSA Total: $227.70

RRSP:

Canadian Equity Income Distribution: $202.41

Total Passive Income July 2017: $430.11

Portfolio Update:

My portfolio saw a slight increase in value – however still down from the April high. Total value is back to $270,259.42 This represents a month over month increase of 0.50%. I’m still expecting a pull back so I am not too concerned with the monthly fluctuations right now.

How was YOUR month?

June 2017 Update & Happy Bday Canada!

My update is a few days late because I was out at the cabin celebrating Canada’s bday over the long weekend.

Personal Highlights for June:

Spent a couple weekends out at the cabin – including celebrating the Canada Day weekend and taking the kids to their first parade (picture above)
Although the progress has been slower than we would have hoped, we are continuing the de-cluttering of the house in the hopes to have it ready to sell in the next few weeks.
Tracked my spending and realized I was spending WAY too much money – so challenging myself to be extra frugal this month.
Finished reading “But what if we’re wrong” by Chuck Closterman

Financial Highlights:

Paid down 5% of line of credit debt
Made first 3 contributions to Amber’s Spousal RRSP.
Although no stock purchases will be made until L.O.C is paid off – I’ve continued my regular bi-weekly fund purchases and saw a few shares DRIP (more on that below)

Now on to the fun stuff.

Passive Income Update For June 2017.

TFSA:

Diversified Royalty: $8.71 (Dripped 3 new shares)

Artis Reit: $47.97 (Dripped 3 new shares)

OneReit: $18.13 (Dripped 5 new shares)

Plaza Reit: $23.94 (Dripped 5 new shares)

Canadian Western Bank: $0.23 (Even though I sold my position in CWB – I dripped 1 share previously and still own it.)

TFSA Total: $105.98

RRSP:

Canadian Equity Income Distribution: $200.16 (Finally cracked $200)

Total Passive Income June 2017: $306.14

Portfolio Update:

My portfolio saw a decrease in value for the second straight month. Total value dropped to $268,905.41 This represents a month over month decrease of -1.31%. I’ve been expecting a pull back for quite some time and wouldn’t be surprised to continue to see them drop for the next few months (hopefully presenting some good buying opportunities).

How was YOUR June?

May 2017 Update

Dividend & Family Update

I am happy with what I was able to get done in May both from a financial & personal point of view.

Personal Highlights for May:

Made it through the first month of having 2 kids at home (somehow)
Finally got the website up and running
Opened up the Cabin

Financial Highlights:

Set up Amber with a TFSA, Direct Investing Account and added her to my bank account
Opened and started contributing to a spousal RSP
Filed our Taxes – Expecting to get our refunds within the next 2 weeks which will be used to pay down the line of credit and contribute to Amber’s TFSA.

Now on to the fun stuff.

Passive Income Update For May 2017.

TFSA:

Caledonia Mining: $20.24 (Unfortunately RBC does not allow Caledonia to DRIP)

Diversified Royalty: $8.66 (Dripped 3 new shares)

Artis Reit: $47.70 (Dripped 3 new shares)

OneReit: $18.03 (Dripped 4 new shares)

Plaza Reit: $23.83 (Dripped 5 new shares)

TFSA Total: $118.46 This is an increase of $20.87 from last May!

RRSP:

Canadian Equity Income Distribution: 198.45

Total Passive Income May 2017: $316.91 This is an increase of $42.49 from last May!

Portfolio Update:

Total Investment Portfolio actually saw a decrease in value over the month. Total value dropped to $272,484.61. This represents a month over month decrease of 0.57%.

How was YOUR May?