Sept Income: $18,768.55 YTD: $173,757.14 I ran some numbers this week and my portfolio is up over 21% or over $354,000 YTD 🚀 We are ever getting closer to 1M total return in 3 years and I’m sure I will post when this happens 🎉 I decided to let go of a small position in $COSY (COST) stock as it’s been spinning its wheels for far too long. I put the proceeds into my usual monthly purchases. I still own 3 single stocks in $LLHE$NVHE and $NVDA. I continue to optimize my portfolio each month. As I am in the critical stages of an RRSP (RRIF) meltdown I am pulling out a yearly income of 6 figures and will continue to do so to at least 65 yrs old. Posts: ATH/Milestone Over 150% total return in 2 yrs 260% TFSA total return since 2020 This year I have been purchasing assets with a lower dividend 2%-6% which has allowed my portfolio to catch even more of the market upside. I have now added $ZEQT-T to my portfolio and will continue to purchase each month as I get closer to finishing my current asset purchases. Buys: $HEQL $UTIL $ZWT $IDVO $ZEQT-T Sell: $COSY Please review screen shots below for greater detail. Stay engaged and stay invested 💹 Always do your own research 🧐 and analysis 📊
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18 Comments
Christopher J
@cjs033 · 21d
Impossible! 🤩😆. Must be some kind of voodoo involved? 🤔. I’ll send you my doll M8!!😆😝🙌
Paul N@pauln · 21d
Wow this is a nice well thought out mix with impressive growth along with the income.
Gareth Soloway@soloways · 20d
What stands out to me here is the shift from chasing higher dividend yields toward assets with 2%–6% yields and stronger growth potential. The portfolio’s reported 21%+ YTD return shows how that approach can change the balance between current income and total return. I also find the decision to keep optimizing the portfolio monthly interesting especially while pulling a six-figure annual income from the RRSP. The bigger question for me is whether this balance between income and growth can remain sustainable as the portfolio moves further into retirement.
