Wednesday, December 30, 2015

Passive Income Update – Nov 2015

Welcome to my monthly passive income update for November 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 investment portfolio during the month – showing the growth of my dividends going forward.

Passive Income  Update

Passive income for the month of November 2015 was C$675.13  The passive income comprised of US$382.79 and C$162.19 (exchange rate is US$1 = C$1.34). Passive income difference is 0.20% QoQ and 29.67% YoY.
chart-Nov2015
With this, my passive income YTD is $6,925.35. As noted at the end of Sep 2015, we have already achieved our annual goal of earning $5,500 in passive income. The income being generated now is extra gravy on the goal and will help us guide towards higher goals next year.
Passive income contributing entities:
Stocks:
  • Apple Inc (AAPL)
  • AT&T Inc (T)
  • Cineplex Inc (CGX.TO)
  • Inter Pipeline Ltd (IPL.TO)
  • Kinder Morgan Inc (KMI)
  • Main Street Capital (MAIN)
  • Omega Healthcare Investors Inc (OHI)
  • Realty Income Corp (O)
  • RioCan REIT (REI.UN.TO)
  • The Jean Coutu Group (PJC.A.TO)
Funds:
  • BMO Aggregate Bond Index ETF (ZAG.TO)
  • iShares Canadian Financial Monthly Income Fund (FIE.A.TO)
  • Scotia Diversified Monthly Income Fund (mutual fund)
Other:
The breakdown of my passive income contributing entities: dividends from stocks and funds totaled $310.11 and other passive income totaled $365.02. Read more about why I consider this as passive income in Passivity Index post.

Portfolio Update

Dividend Increases

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

Added Positions

November was a really busy month in my portfolio with more than usualy amount of purchases. We initiated/added to the following stocks
  • Kinder Morgan Inc (KMI) – 2 shares DRIPped
  • Omega Healthcare Investors Inc (OHI) – 1 share DRIPped
  • Qualcomm Inc (QCOM)
That’s all folks! Hope you had a great November as well. Be sure to share your thoughts, comments or concerns below. I love hearing from the readers.

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