Hello all and welcome to my Money While You Sleep June edition. I feel like this month just flew, probably because the weather in Alberta has been amazing. Before we get into the portfolio here is what we have been up too.
- Hot tub has arrived and is now being used.
- 3 bushes have been installed.
- Celebrated C’s 3rd birthday.
- Went with our family to see Secret life of pets 2.
- Z has been promoted to the next swim level.
- Z completed Grade 1.
- Kids went fishing for the first time with Nana and Papa
Here are a few pictures
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 $26 (Not including dividend) by making one quick buy and sell of XTC. This bring’s the 2019 total to $3,166.49 not including any dividends received.
Full position of SPB
I have held this company for a long time and it finally went in the green after holding for about a couple years. They lack dividend increases and were starting to reduce energy stocks as the portfolio diversification is heavy in this sector.
None to report
Dividend increases or decreases
POW increased dividend by 6%
No dividend cuts
2016 – 2017 – 2018 – 2019 Dividends
Dividends received in May were $355.23 which is a 30% increase year over year and the most income in one single month :). The dividend strategy is really starting to compound.
Dividends received per stock
Looking to put some money to work however really going to take my time as the market seems to be going sideways and having a hard time finding its way.
What are you currently watching? Any sectors you feel are a solid place to put new money? 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
8 thoughts on “Money While You Sleep 2019 June Edition”
Looks like a great month, with record dividends a new hot tub and fishing trips. Who could complain?
Keep it up man.
Im watching Magna and bip (since i love their new railroad addition)
It’s been a great start to the year. I’m unaware of the new railroad addition, i have do some research.
Congrats on a solid month…smashed last years totals!
Hot tub looks great too. We own a bunch of the same stocks, so always like seeing when you get dividend raises…usually means I do too!
Yes we do own lots of the same companies, great minds think alike.
Looking forward to your most recent post!
Thanks for the encouraging report, Brian.
I am not familiar with your entire portfolio, so I don’t know how you handle the US market. What disturbs me is that the S&P 500 index has outpaced just about every Canadian stock I own, over just about any time frame. I have been shoving all my Canadian dividends into an S&P index fund (small amounts into TDB902, then shifting into VFV, which can be traded like a stock, instead of a fund.) Recently I have been looking at low-volatility ETFs, which also perform very well; I am now venturing into XMU, which also pays a modest dividend. But my dividend Canadian stocks still outweigh my US holdings.
I personally do not own any US stocks however quite a few companies i own have huge exposure to the US. With lack of investment coming into Canada based on current government it may take a new government to be Canada’s next rally. ETF’s are a good place to put money depending on which one that is, gives your more diversification. Canada may have some new light in the 4th quarter, for all of us that are heavily weighted in the Canadian sector here’s hoping. All the best Doug!
Nicely done again Brian. Of note, I was able to exit ARC in 2014 as O&G began its decline. Wish I could say the same about Crescent Point Energy. I’ve always liked ARX as a midcap and think it’s a well run company. I watch it however, it doesn’t appear to have recovered as did others in the space and continues to slip in the markets even though some Fund Mgrs have it as a Top Pick. I still believe in the sector but think it’ll be some time before we see another parabolic runup, if at all.
ARX was a terrible buy on my part as i bought it as it was making lower lows. I believe that i have learned from those type of mistakes. I still hold ARX and at this point I’m unsure why, although i remember reading that they produced one of the cheapest barrels of oil on the market even though the results have been poor. On their next run up it will probably be sold and i will move it to a more stable market/company. I also appreciate your input!
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