Hello investors! Welcome to another edition of Money While You Sleep. Markets were pretty obvious in December as many investors took advantage of tax loss selling. Before I go into my investing update here is what we have been up to:

  • Went with family for a nice year end vacation to Mexico
  • My boy got to play at Rogers place for the first time. He won the opening faceoff and even scored a goal.
  • Had a wonderful Christmas surrounded by family, food and gratefulness.
  • Our daughter took it upon herself to make Christmas cards with one of her friends and then asked us to drop them off at the local seniors home so they could hand them out. Proud parents over here.

Portfolio details:

In December there wasn’t much change to the portfolio. We did take advantage of moving some US cash in the RRSP into HSUV-U.TO thanks to Dan Kent over at Stocktrades with his recent video that you can find here:

4% Yield, Risk Free ETFs? How I Earn $240 a Month on My Cash Position

Here’s a breakdown of portfolio allocation:

November breakdown 81% Blue Chip, 12% Growth and 7% Cash

Cash position is slightly higher as a majority of the 7% is being held in USD

Sold:

None.

Bought

None.

Dividend increases and decreases

  • None

2016 – 2022 Dividends

Dividends came in at $655.91. This is a year over year increase of 25%. We also dripped 13 new shares. We had set out our annual goal of $5,000 for 2022 and thanks to some fantastic dividend increases, special payouts, TFSA, RRSP and RESP contribution we beat this target by coming in at $5,366.47. This is also a full year increase of 38%.

Dividends received

Stock ListDividendDrip
FRU.TO$10.53No
PLZ.UN$11.15Yes, 2 shares
NPI.TO$14.10No
SIS.TO$5.85No
EIF.TO$15.12No
ENB.TO$74.82Yes, 1 share
MFC.TO$152.79Yes, 6 shares
XTC.TO$35.49No turned off in 2022
SU.TO$59.80Yes, 1 share
FTS.TO$83.06Yes, 1 share
ABX.TO$27.06No
ATD.TO$11.20No
QBR-B.TO$45.90Yes, 1 share
BEPC.TO$50.47Yes, 1 share
EQB.TO$32.67No
GRT-UN.TO$8.14No
Total:$655.91

Market

Currently funding TFSA’s slowly and last minute lump sums into RRSP for tax season. In the meantime updating watch lists.

Sectors I’m currently looking at

  • Healthcare
  • Oil and Gas
  • Technology
  • Utilities

Current Dividend watch list (Own 5 of 7)

  • Medtronic plc (NEW)
  • Fortis
  • Granite Real Estate Investment Trust
  • TD Bank
  • Equitable Group
  • Restaurant Brands International
  • QUALCOMM Incorporated

Current Growth watch list (Already own 4 of the 6)

  • BRP Inc
  • Nuvei Corporation
  • WELL Health
  • Good Natured Products
  • Bragg Gaming Group

Thanks for reading and feel free to leave a comment!

Invest in yourself

Brian

Disclosure:  I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. Please ensure you do your own research.

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Money While You Sleep 2022 December Edition


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