Wednesday, July 2, 2014

Portfolio Update June 2014

We have witnessed another "positive" month for the markets. The stock market keeps going higher and higher and it is getting more difficult to find stocks trading at reasonable prices.

During the month of June, the S&P 500 is up 3.27% from May 2014 to July 02, 2014. During the same time, the S&P TSX Composite Index in Toronto is up 3.755.

Account Activity: 

The following stocks were DRIPPED:
Killam Properties   1 share @$10.49
Just Energy     7 shares @$6.09
Enbridge   0.048 shares @ $50.21

I recently sold a naked put in Roger's Communications Class B stock.  The put was assigned on June 21, 2014. I now hold 100 shares of this stock, RCI.B.  I also had bought 6 contracts on Jun 21,2014 Royal Bank Put Option at $74.00 strike price. I lost money on the Royal Bank Put Option. You can read about these 2 trades here.

I have updated my portfolio spreadsheet in the tab above. The current value of the portfolio is $70523.69 as of July 2.  This is an increase of 4.055% from last month. I will take this increase all though I would prefer the market to go down, so it would be easier to choose which stocks to buy.


     I am not a financial planner, financial advisor, accountant or tax attorney. The information on this blog represents my own thoughts and opinions and should NOT be taken as investment or business advice.  Every individual should do their due diligence to make their own financial decisions based on their financial situation and tolerance for risk


  1. IP,

    Congrats on a great month! Crossing over $70k is a pretty cool milestone. Next one up is $80k, and before you know it you'll be in the six figures. :)

    Keep up the great work!

    Best wishes.

    1. Dividend Mantra,

      Thanks for the congrats.. I have made lots of sacrifices to arrive hear. I started in Mar 2010 investing in stocks. I had only RRSPs and savings up to that point.