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September 2018 Portfolio Update

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Get Rich Brothers


  • I hit a record dividend income total in September.
  • I refocused my portfolio to emphasize cash flow.
  • My cash stockpile has grown and awaits deployment.

As a dividend growth investor (DGI), I am driven to keep track of both my inflows and outflows. Increases in investment income represent one measure to assess whether I am winning or losing the game of money. While I have been diligent to track my progress on a quarterly and annual basis over the past few years, through 2018 I have also been providing monthly income updates.

CAD Dividends

Company CAD Payments ($)
RioCan Real Estate Investment Trust (OTCPK:RIOCF) 31.32
Johnson & Johnson (JNJ) 75.15
Corby Spirit and Wine Ltd. (OTCPK:CBYDF) 50.60
Fortis, Inc. (FTS) 68.00
Canadian Utilities Limited (OTCPK:CDUAF) 78.66
Canadian National Railway Company (CNI) 6.83
Hydro One Ltd (OTCPK:HRNNF) 59.80
Chartwell Retirement Residences (TSE:CSH.UN) 4.90
Metro Inc. (OTCPK:MTRAF) 3.60
Brookfield Renewable Partners L.P. (BEP) 35.18

USD Dividends

Company USD Payments ($)
Waste Management, Inc. (WM) 19.77
McDonald’s Corporation (MCD) 18.03
Yum! Brands, Inc. (YUM) 11.94
Yum China Holdings, Inc. (YUMC) 3.32
PepsiCo, Inc. (PEP) 7.89
Walmart Inc. (WMT) 6.63
Visa Inc. (V) 1.79

Dividend Summary

September brought in record overall dividend totals. I brought in $414.04 CAD and $69.37 USD from seventeen different high quality companies. I began the year with a simple plan to really double down on companies I already own rather than initiating new positions. I have already done extensive research on those companies within my portfolio and so I decided that I would focus my further investments rather than spreading my capital too thinly. This will remain my emphasis for the foreseeable future.

The critical mass that I have found as a self-directed investor is 20-25 companies. At that point, my portfolio is diversified enough to not take a huge shock from one or two poor investments while still offering me the opportunity to do the ongoing “maintenance” research involved

This article was written by

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I’m a mid-thirties Canadian presently employed at my day job with a healthcare facility working in Clinical Informatics—software and programming, specifically. I’ve been investing in individual equities since 2009 when I made my first purchase in Toronto-Dominion Bank (TD). I still hold those shares and have continued on my path of being a net accumulator of assets under the dividend growth investing model. I believe cash flow is king and focus my investment efforts on building an ever-growing source of passive income which will someday fuel my financial freedom. My life philosophy is simple: Leave all things a little better than how you found them.

Analyst’s Disclosure: I am/we are long RIOCF, JNJ, CBYDF, FTS, CDUAF, CNI, HRNNF, TSE:CSH.UN, MTRAF, BEP, WM, MCD, YUM, YUMC, PEP, WMT, V. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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