tag:blogger.com,1999:blog-6818486532233792196.comments2024-03-18T14:35:45.389-04:00The Dividend GirlSunnyhttp://www.blogger.com/profile/10439081666297874311noreply@blogger.comBlogger5565125tag:blogger.com,1999:blog-6818486532233792196.post-1939853695643057882024-03-16T03:08:01.632-04:002024-03-16T03:08:01.632-04:00Je suis tellement heureuse pour toiJe suis tellement heureuse pour toiAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-46891143367410232962024-03-15T22:25:23.624-04:002024-03-15T22:25:23.624-04:00My portfolio value
November 25,2022 $324,788.4
Ja...My portfolio value<br /><br />November 25,2022 $324,788.4<br />January 3,2023 $321,418.16<br />January 16,2023 $335,292.67<br />February 10,2023 $333,791.38<br />March 17, 2023 $322,041.48<br />April 14, 2023 $336,831.48<br />July 19, 2023 $341,083.27<br />August 14, 2023 $351,879.82<br />October 12,2023 $339,861.67<br />November 17,2023 $348,198.37<br />December 15,2023 $356,605.94<br />February 16,2024 $368,150.79<br />March 15, 2024 $380,559.99John Guyhttps://www.blogger.com/profile/03531487860662451803noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-89495586392441562122024-03-10T17:10:38.166-04:002024-03-10T17:10:38.166-04:00Awesome:)Awesome:)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-63529141715752052822024-03-03T17:12:00.542-05:002024-03-03T17:12:00.542-05:00I haven't used Stockopedia in along time. Thes...I haven't used Stockopedia in along time. These days, I focus more about paying down my margin debt, but I certainly recommend Stockopedia. I really like it. I may subscribe for one month later on this year.Sunnyhttps://www.blogger.com/profile/10439081666297874311noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-49547823346305584712024-03-03T11:28:14.049-05:002024-03-03T11:28:14.049-05:00Hello Dividend girl, Are you still using stockoped...Hello Dividend girl, Are you still using stockopedia? I am considering using too.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-11439865099462387122024-02-24T00:43:11.006-05:002024-02-24T00:43:11.006-05:00You should go for 750,000. Feb 26 2026. :) :)You should go for 750,000. Feb 26 2026. :) :)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-32438259663196709892024-02-17T20:48:19.231-05:002024-02-17T20:48:19.231-05:00Impressive gains John!
I have someone who made a ...Impressive gains John!<br /><br />I have someone who made a graphic of my net worth once on Twitter. It's somewhere in one of my previous posts. I don't know how to create a graph, but I may be able to figure out.Sunnyhttps://www.blogger.com/profile/10439081666297874311noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-36763887717705822222024-02-17T09:19:50.258-05:002024-02-17T09:19:50.258-05:00Getting close to the 400k! Have you ever plotted y...Getting close to the 400k! Have you ever plotted your net worth in graph form? Makes it more visual and is so satisfying!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-91281867522306133492024-02-16T16:38:16.847-05:002024-02-16T16:38:16.847-05:00My portfolio value
November 25,2022 $324,788.4
Ja...My portfolio value<br /><br />November 25,2022 $324,788.4<br />January 3,2023 $321,418.16<br />January 16,2023 $335,292.67<br />February 10,2023 $333,791.38<br />March 17, 2023 $322,041.48<br />April 14, 2023 $336,831.48<br />July 19, 2023 $341,083.27<br />August 14, 2023 $351,879.82<br />October 12,2023 $339,861.67<br />November 17,2023 $348,198.37<br />December 15,2023 $356,605.94<br />February 16,2024 $368,150.79John Guyhttps://www.blogger.com/profile/03531487860662451803noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-14062092435694021522024-02-15T19:00:17.589-05:002024-02-15T19:00:17.589-05:00Exactly, they appear in date of order :-)Exactly, they appear in date of order :-)Sunnyhttps://www.blogger.com/profile/10439081666297874311noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-60766808971810683912024-02-03T19:11:59.185-05:002024-02-03T19:11:59.185-05:00Hello, just looking at your portfolio. It has gott...Hello, just looking at your portfolio. It has gotten really big. The switch for low fees has been really good for you. How do you list your stocks? Do they happen to be in date order from when you first purchased them? :)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-65311456877500484842024-01-29T19:02:07.428-05:002024-01-29T19:02:07.428-05:00Hi Max,
Currently, without counting my RRSP, I am...Hi Max,<br /><br />Currently, without counting my RRSP, I am at an annual $10,750, roughly an equivalent of $895 per month.Sunnyhttps://www.blogger.com/profile/10439081666297874311noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-19681992670248017362024-01-29T18:49:16.035-05:002024-01-29T18:49:16.035-05:00Can I ask what is your monthlyndividend income the...Can I ask what is your monthlyndividend income these days?<br />Maxnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-46324826215404623552024-01-12T09:16:34.518-05:002024-01-12T09:16:34.518-05:00Thank you :-)Thank you :-)Sunnyhttps://www.blogger.com/profile/10439081666297874311noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-9614584359026369572024-01-11T13:21:06.101-05:002024-01-11T13:21:06.101-05:00Wow, wow, wow! Huge congrats, Sunny! �� Happy for ...Wow, wow, wow! Huge congrats, Sunny! �� Happy for you! <br /><br />I'll look forward to your $400k announcement! ��Mrs Wowhttp://wowpursuits.comnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-35150352000798769582024-01-08T22:21:01.139-05:002024-01-08T22:21:01.139-05:00Awesome, it will be 400,000 very soon!Awesome, it will be 400,000 very soon!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-58004127521106541452024-01-06T15:03:18.643-05:002024-01-06T15:03:18.643-05:00Hi Sam,
EQB has an interesting overall chart. I d...Hi Sam,<br /><br />EQB has an interesting overall chart. I don't hold that one, but it should be a good one for the long run :)Sunnyhttps://www.blogger.com/profile/10439081666297874311noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-14581774492098460392024-01-06T14:38:59.735-05:002024-01-06T14:38:59.735-05:00Happy New Year! :-)
Interesting questions!
I ope...Happy New Year! :-)<br /><br />Interesting questions!<br /><br />I opened my margin account in December 2010, and since that time, I carried margin debt ever since. The interest was low at that time, 4.52%. It gave me the liberty and the little push I needed to create a bit of wealth for myself. At one point, my margin debt was $100k. With the increase in interest, I went on a mission to pay it off.<br /><br />To pay it off, it's been a mix of a little bit of everything over the years, but the repayment money mostly came from selling stocks. I sometimes used the dividend distribution to pay off my margin debt when they didn't DRIP. For the past year, I transferred the dividends earned inside my TFSA over to my margin debt. I recently trimmed my TFSA portfolio - I partly sold some investments, like SRV.UN and a few others. I also sold all of the shares I own in my TFSA of JFS.UN.<br /><br />In 2024, the interest rate will eventually go lower, but it might not become as low as when I opened my margin in 2010. For that reason, I am still looking forward to paying down my margin account debt in 2024. Once it's paid off, I plan to keep the margin open - just in case I need money.<br /><br />I am getting older, and I find it to be a good move to pay down my margin, but I may use my margin again in the future for investment purposes if the interest rate goes back to super low levels. I don't close the door :-) The problem with money is that it's never enough. I have a lot of money invested, but I would like to have a tiny bit more. And I would like to have a bit more in terms of dividend income too.<br /><br />Thanks for reading :-)Sunnyhttps://www.blogger.com/profile/10439081666297874311noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-23708758657394487012024-01-06T10:24:56.009-05:002024-01-06T10:24:56.009-05:00Hello Happy New Year!
Over the years that you hav...Hello Happy New Year!<br /><br />Over the years that you have had this margin debt. Have you paid most of it off by your earnings, as opposed to cashing in shares and putting that toward the debt? Or was that only the pbh time? <br /><br />Do you think you would ever take out debt again, once this is paid off, or, you have enough to work with now? You had good timing as the rates were low during all this time! <br /><br />Have a good new year!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-5015284992951839172024-01-05T19:22:33.993-05:002024-01-05T19:22:33.993-05:00Thank you for sharing your journey. My best canadi...Thank you for sharing your journey. My best canadian dividend growth stock in 2023 is Equitable Bank, EQB.TO bought with my TFSA contribution. Not a great year overall for the dividend stocks, shall be much better this coming year imo.Samnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-47367689777606379622024-01-04T22:13:08.636-05:002024-01-04T22:13:08.636-05:00With this year 7k, I have close to 19k that I can ...With this year 7k, I have close to 19k that I can invest in my TFSA. I want to do a contribution in kind and take all of my BNS shares that I hold in my non-registered and have them transferred over my TFSA portfolio.Sunnyhttps://www.blogger.com/profile/10439081666297874311noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-16215200305089898242024-01-04T11:49:49.809-05:002024-01-04T11:49:49.809-05:00What are buying with your Tfsa purchase this year?...What are buying with your Tfsa purchase this year?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-14253155198240009832023-12-16T12:21:01.531-05:002023-12-16T12:21:01.531-05:00Awesome, hope it continues in to the new year for ...Awesome, hope it continues in to the new year for you!!:)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-11178071888576238002023-12-15T13:19:51.776-05:002023-12-15T13:19:51.776-05:00My portfolio value
November 25,2022 $324,788.4
Ja...My portfolio value<br /><br />November 25,2022 $324,788.4<br />January 3,2023 $321,418.16<br />January 16,2023 $335,292.67<br />February 10,2023 $333,791.38<br />March 17, 2023 $322,041.48<br />April 14, 2023 $336,831.48<br />July 19, 2023 $341,083.27<br />August 14, 2023 $351,879.82<br />October 12,2023 $339,861.67<br />November 17,2023 $348,198.37<br />December 15,2023 $356,605.94John Guyhttps://www.blogger.com/profile/03531487860662451803noreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-25329407173676166782023-12-01T00:31:08.185-05:002023-12-01T00:31:08.185-05:00Great post Sunny. Glad to see things are going wel...Great post Sunny. Glad to see things are going well with you. Anonymousnoreply@blogger.com