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February 2021 Portfolio Update – Double Digits

It seems I’ve really fallen behind on my monthly updates. I sit here on April 13 as I write this one, and I contrast how differently the year began with how it has progressed. The start of the year marked the real push for COVID vaccinations in my...
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January 2021 Portfolio Update – The New Year

It has been just about a year since I recall news of a mysterious virus in Wuhan, China. I never expected the ripples that we eventually saw and how they would come to impact us all. With that said, I begin this year with plenty of optimism. Whether...
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December 2020 Portfolio Update – A Nice Bookend

It feels odd to be writing my December portfolio update right now in late January, but it’s been a busy few weeks and it’s better late than never. The holiday period was a bit of a whirlwind, so I’m piecing this together as I watch the AFC Championship...
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Five Year Plan, Update #5 – The Grand Finale

Quite a lot can change in just a few years. The genesis of my Five Year Plan goes back to August 2015. To that point, I had been investing with a general strategy of increasing my ownership in high-quality income-producing investments (e.g., dividend paying stocks)—I refer to this...
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November 2020 Portfolio Update – The Relative Calm

November was a busy, historically significant month. We witnessed one of the most hotly contested and intense U.S. elections on record. At the time of writing, it is still being actively appealed by the incumbent. While the election and the ensuing drama have made for an interesting story...
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October 2020 Portfolio Update – Dividends Rebound

This was a busy period in the lead-up to the U.S. Presidential Elections. I made sure to catch plenty of the political coverage, including the debates and town hall events as it is important to understand the political climate when investing. However, while it is true that the...
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September 2020 Portfolio Updated – Modified Stage 2

It was a month of leaves turning colours and cooler temperatures for sleeping. My favourite part of the year is when it’s finally possible to keep the window open for the fresh air without the thick humidity that we become accustomed to through the summer. It was also...
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August 2020 Portfolio Update – The Disconnect

A really quick month. It felt like I only realized it was August around the very end. I guess that’s just a symptom of the indoors-ness of this strange period. Regardless, I finally got back into the stock-buying mindset after an extended length of inactivity. Always a plus....
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