July Income: $19,128.55 YTD: $135,802.86 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!!!
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21 Comments
Martin McClellan@star87 · 17d
Beautiful ! I’m on my way building my own too, currently at $4.5k in monthly dividends.
Kris @kris.okallgood · 17d
So great Heath, thanks for sharing 🌟 what app do you use to keep track of total returns etc?
Catherine @ffcatherine · 17d
Soooooo impressive 🙌🏼🙌🏼 I’m aiming to reach that number one sweet day!
Christopher J@cjs033 · 17d
Well done M8! A solid 5 clapper on the clap o meter lol 😆 👏👏👏👏👏
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