Portfolio

 

Here is a trailing 12 month breakdown of my portfolio.

The majority of my holdings are in funds via my RRSP, however I plan on making the switch to individual stocks over the next 12 months.

Trailing 12 Months

 

My investment portfolio is broken down as follows:

RRSP: 

  • RBC Canadian Equity Income Fund
  • RBC Global Dividend Growth Fund
  • GWL Advanced Continuum
  • GWL Aggressive Continuum

Spousal RSP:

  • RBC US Equity Index Fund

*All distributions are reinvested*

 

Jordan & Amber’s TFSA’s*

*Updated October 31, 2017

Symbol Company Shares Annual Dividend Yearly Income Held in
AQN ALGONQUIN POWER 760 $0.47 $357.20 TFSA (J)
POW POWER CORP 200 $1.434 $286.80 TFSA (J)
CWB CANADIAN WESTERN BANK 1 $0.96 $0.96 TFSA (J)
DIV DIVERSIFIED ROYALTY 489 $0.22 $107.14 TFSA (J)
WEF WESTERN FOREST 522 $0.08 $41.76 TFSA (J)
AX.UN ARTIS REIT 554 $1.08 $598.32 TFSA (J)
PLZ.UN PLAZA RETAIL REIT 1100 $0.27 $297.00 TFSA (J)
ATD.B ALIMENTATION COUCHE-TARD 125 $0.36 $45.00 TFSA (A)
CHR CHORUS AVIATION 270 $0.48 $129.60 TFSA (A)
ITP INTERTAPE POLYMER 275 $0.56 $154.00 TFSA (A)

 

 

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