April has been a less active month when it comes to the portfolio, probably because March was a overly busy month. Before I get into that here is what we have been up too:
- Started to prep the ground for where the hot tub will be sitting and run the electrical.
- Enjoyed Easter dinner twice. Perks of Marrying a greek women 🙂
- Kids enjoying the warmer weather with plenty of trips to the park
- Picked out our hot tub, should arrive next month
- Maria went to Sacramento for her home based business
- Z lost 3 teeth in 4 days, tooth fairy is going broke
- Enjoying the warm weather so many days to the park
Now let’s get down to business
As you know if you have been following my blog we slightly changed the strategy using about 5% of the portfolio to trade mainly well respected companies, when short term noise has hurt the stock price we purchase these companies and then move on to the next candidate. This month saw the strategy bring in $634.73 by making three sell’s which I’ll discuss below. This bring’s the 2019 total to $2,701.52 not including any dividends received.
Sold half my position of SIS which was 120 shares @ $15.01
Well I got a bit lucky here. The morning of April 1st I decided to sell half because it had increased to $15 and I bought it only a couple weeks prior at $13.15. That evening they diluted their shares and the stock drop well over 10%. So what did I do? Look under my buy’s below 😉
I sold Cas.to for no gain and no loss, good thing i did as it dropped days after i sold. I bought and sold AUSA (Basically the Aurora of the USA) making a 15% profit.
Added 130 shares of SIS @ $13.75 to bring our position to 250 shares
Who is SIS:
Savaria Corp designs, engineers, and manufactures products for personal mobility. Its products include home elevators, wheelchair lifts, commercial elevators, ceiling lifts, stair lifts, and van conversions. The company’s operating segments are the Accessibility, the Adapted Vehicles and the Span divisions. The Accessibility segment deals with manufacturing, designing, installing and distributing elevators, platform lifts and stairlifts for people with mobility challenges.The Adapted Vehicle segment adapts vans to be wheelchair accessible for people with mobility challenges.The Span segment includes the manufacturing and distribution of a comprehensive line of therapeutic support surfaces and other pressure management products for the medical market.
Basically sold it and bought it back about a week later. I used all my profits from the original sell to purchase an additional 10 shares. The dilution may have brought the share price down however this gave us the opportunity to get back in and have even more dividends coming in.
Dividend increases or decreases
CSH.UN increased April payment by 9%
TD Increased April payment by 10%
No dividend cuts
2016 – 2017 – 2018 – 2019 Dividends
Dividends received in April were $147.84 which is a 47% increase year over year. I love how the chart is starting to look, very consistent trend month over month (Not including quarterly months).
Dividends received per stock
Too be honest I’m unsure what my next move will be, currently have some cash sitting on the sidelines waiting for the play.
What are you currently watching? Do you see any big values plays at this current time or is the market very rich?
Thank you for reading, see you next month and remember:
INVEST IN YOURSELF