Wednesday, August 6, 2014

Dividend Income - July 2014

 

 The month of July 2014 is another month of  dividend income landing in my accounts. This money is used to help pay my expenses if it is needed. If the money is not needed, it is ALL used to purchase new investments to further increase my cash flow.

Non-registered Account
  • Killam Properties (KMP)  - $5.75
  • Shaw Communications (SJR.B)    - $18.33
  • Enerplus (ERF)  -$ 45.63
  • Bell Canada (BCE) - $  61.75
  • Bank Of Nova Scotia (BNS) -  $7.37
TFSA
  • Killam Properties (KMP) - $  14.10
  • Dundee REIT   (D.UN)  - $ 16.61
  • Cominar REIT (C.UN) - $5.28
  • Boston Pizza  Royalties Fund (BPF.UN)   - $23.87
Total = $198.69

This total represents a 19.33% decrease from 3 months ago and 12.65% decrease  year over year.  The decrease from 3 months ago is that one of most monthly payers, Just Energy, changed their dividend payment schedule to quarterly with the first quarterly payment starting in September. Just Energy also reduced their dividend also to try to get the companies finances in order and to lower its dividend payout ratio. Some of my stocks I DRIP, so these companies paid slightly larger amount of dividends than before.

I also received another distribution payment of $56.00 for my swing trade in Dundee REIT in my non-registered account. This is not listed above since it is a trade, so I keep the money in the account and do not pay myself first with this payment. I have received $707.47 in distributions so far on this trade.

I will update my dividend income tab with the new amount.

Disclosure : Long all securities above.

Photo Credit: www.mipaq,co.za

DISCLAIMER
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 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.

Monday, August 4, 2014

Recent Trade

This past week,  I placed a trade.   I purchased 500 shares of Bombardier Inc. Class B  shares on the Toronto Stock Exchange.  The ticker symbol is BBD.B.

Bombardier is the world's only maker of BOTH planes and trains. Everywhere people travel by land or through the air, a Bombardier product can help them get there.  A commercial aircraft or light rail train can help people get to their destination.

My initial cost was $1815.00  plus a commission of $5.00  for a total cost of $1820.00.  I put in a sell order right away once I found out that the limit order for purchasing went through.

Three trading days after the initial purchase, my sell order was executed.

Summary:
        Initial cost  with commissions = $1820.00
        Proceeds form sale with commissions = $1900.00
        Profit = $80.00
        ROI = ($1900.00-$1820.00)/$1820 = 4.396%

 
Click to Enlarge



DISCLAIMER:

     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

Saturday, August 2, 2014

Portfolio Update - July 2014

The month of July 2014 is now behind us. The market is up a lot so I am trying to be more selective in choosing equities. I made a couple of trades this past month. The first trade was selling another put option in Roger's Communications Class B stock, which you can read about here. A second trade that I made has not been posted yet. I plan on talking about that trade within a few days.

I also increase a few of my holdings via DRIP. The increases are small, but increases my dividend income and ownership in these companies without paying broker commissions. Just Energy changed its dividend from monthly to quarterly so there was no dividend paid this month to reinvest.

            - 1 share of Killam Properties (KMP.TO) in TFSA.
            - 0.100439  shares of BNS 

As of Aug 2, 2014, the value of my portfolio stands at $71080.30. This is an increase of 0.776% over last month.

I have updated my investment account tab above.

Disclosure: Long KMP.TO, BNS.TO, JE.TO

DISCLAIMER:

     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