Wednesday, November 28, 2018

Passive Income Update – Oct 2018

Welcome to our monthly passive income update for October 2018. This is part of the scorecard series where we track our dividends and other sources of passive income. We also include changes and updates related to our investments during the month – showing the overall progress.

Passive Income  Update

Passive income for the month of October 2018 was CAD$758.30, which comprised of US$192.24 and CAD$506.47 (exchange rate is US$1 = CAD$1.31).
The change for the month is +19.39% QoQ and -9.10% YoY for the month. This brings our passive income to $7,414 YTD and achieves 67.4% of our annual goalof earning $11K.

Income Sources

Passive income contributing entities:
Stocks:
  • Algonquin Power & Utilities Corp (AQN.TO)
  • BCE Inc (BCE.TO)
  • Inter Pipeline Ltd (IPL.TO)
  • Kirkland Lake Gold (KL.TO)
  • Toronto Dominion Bank (TD.TO)
  • Ventas Inc (VTR)
Funds:
  • BMO S&P/TSX Capped Composite Index ETF (ZCN.TO)
  • BMO Aggregate Bond Index ETF (ZAG.TO)
  • BMO EM CAD Hedged Bond ETF (ZEF.TO)
  • Vanguard Emerging Market Bond ETF (VWOB)
  • Vanguard FTSE All World Ex-Canada Index ETF (VXC.TO)
  • Scotia Diversified Monthly Income Fund (mutual fund)
Other:
The breakdown of our passive income contributing entities: dividends & options totaled $542.32 and other passive income totaled $215.98. Read more about why we consider this as passive income in the Passivity Index post.

Portfolio Activity

Dividend Increases

  • None

Added Positions

During the month, we added the following position to our portfolio
Stocks:
Funds:
You can track the options via a tracking sheet here.
That’s all folks! Hope you had a great October as well. Be sure to share your thoughts, comments or concerns below. I love hearing from the readers.
Disclosure: Our full list of holdings is available here.

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