Wednesday, August 26, 2015

Passive Income Update – Jul 2015

Welcome to my monthly passive income update for July 2015. This is part of the scorecard series where I track my dividends and other sources of passive income. I also include changes and updates related to my portfolio during the month.

Passive Income  Update

Passive income for the month of July 2015 was C$711.62 — an all time high! :)  The passive income comprised of US$342.04 and C$266.97 (exchange rate is US$1 = C$1.30).
chart-Jul2015
With this, my passive income YTD is $4,218.59, which achieves 76.7% of my annual goal of earning $5,500 in passive income. I am extremely happy with this progress and the milestone of crossing $4K mark.
Passive income contributing entities:
Stocks:
  • Agrium Inc (AGU.TO)
  • Bank of Nova Scotia (BNS.TO)
  • BCE Inc (BCE.TO)
  • Cineplex Inc (CGX.TO)
  • General Electric (GE)
  • Inter Pipeline Ltd (IPL.TO)
  • Main Street Capital (MAIN)
  • Realty Income Corp (O)
  • RioCan REIT (REI.UN.TO)
  • Toronto-Dominion Bank (TD.TO)
Funds:
  • BMO Aggregate Bond Index ETF (ZAG.TO)
  • BMO S&P/TSX Capped Composite Index ETF (ZCN.TO)
  • iShares Canadian Financial Monthly Income Fund (FIE.A.TO)
  • Scotia Diversified Monthly Income Fund (mutual fund)
  • Vanguard FTSE All-World Ex-Canada Index ETF (VXC.TO)
Other:
The breakdown of my passive income contributing entities: dividends from stocks and funds totaled $223.29 and other passive income totaled $488.33. Read more about why I consider this as passive income in Passivity Index post.

Portfolio Update

Dividend Increases

July saw dividend increase announcement from the following in my current holdings.

Added Positions

July was a really busy month in my portfolio with more than usualy amount of purchases. We initiated/added to the following stocks
In addition, we continued adding to my wife’s portfolio’s positions in the following ETFs. Details of our combined portfolio strategy can be found here.
  • BMO S&P/TSX Capped Composite Index ETF (ZCN.TO)
  • Vanguard FTSE All World Ex-Canada Index ETF (VXC.TO)
  • BMO Aggregate Bond Index ETF (ZAG.TO)
That’s all folks! Hope you had a great July as well. Be sure to share your thoughts, comments or concerns below. I love hearing from the readers.
Disclosure: My Full list of holdings is available here.

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