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

Symbol Company Shares Annual Dividend Yearly Income Held in
AQN ALGONQUIN POWER 760 $0.47 $357.20 TFSA (J)
CAL CALEDONIA MINING 220 $0.28 $61.60 TFSA (J)
CWB CANADIAN WESTERN BANK 1 $0.96 $0.96 TFSA (J)
DIV DIVERSIFIED ROYALTY 487 $0.22 $107.14 TFSA (J)
EAT NUTRITIONAL HIGH 2100 $0.00 $0.00 TFSA (J)
LUC LUCARA DIAMOND CORP 280 $0.10 $28.00 TFSA (J)
AX.UN ARTIS REIT 548 $1.08 $591.84 TFSA (J)
PLZ.UN PLAZA RETAIL REIT 1089 $0.27 $294.03 TFSA (J)
ATD.B ALIMENTATION COUCHE-TARD 125 $0.36 $45.00 TFSA (A)
CHR CHORUS AVIATION 268 $0.48 $128.64 TFSA (A)
ITP INTERTAPE POLYMER 275 $0.56 $154.00 TFSA (A)

 

 

Advertisements