My portfolio managed to break through the 2M mark this month but the with recent pullback, I’m back under that number for now! My current portfolio total return is still above 81% or $912,000 in less than 3 years. I spent a lot of time with fellow blossomers 🌸 with a meet and greet with @perryf and @paulsantori and of course at the Toronto Blossomcon 🌸 event with our 12 strong investor troop. Posts: 2M portfolio milestone Don’t chase yield, let yield chase you The 2 yr financials epiphany Blossomcon 🌸 2026 NAV appreciation and YOC Total returns and CAGR I still continue to buy lower yielding assets with and without CC. With a lot of my assets receiving dividend increases this month, I decided to heavily trim my $AIPI from a satellite position to a micro-position as I like to regulate my monthly income around 19K a month. This lowers my yield and allows me to further diversify my portfolio as the proceeds went into $IDVO. Buy: $ZWT $HEQL $IDVO $UTIL Sell: $AIPI My portfolio is still producing a steady flow of income and growth at the same time 👍 Stay engaged and stay invested 💹 Always do your own research 🧐 and analysis 📊 Please review screenshots below!!!
+1
1,432 views
16 Comments
Martin McClellan@star87 · 5h
Beautiful ! I’m on my way building my own too, currently at $4.5k in monthly dividends.
Kris @kris.okallgood · 5h
So great Heath, thanks for sharing 🌟 what app do you use to keep track of total returns etc?
Catherine @ffcatherine · 6h
Soooooo impressive 🙌🏼🙌🏼 I’m aiming to reach that number one sweet day!
Christopher J@cjs033 · 5h
Well done M8! A solid 5 clapper on the clap o meter lol 😆 👏👏👏👏👏
Kyle T@kyletfreedom58 · 6h
You must have an account to viewCreate an account for the full Blossom experience!
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
