It’s THAT time again! That time when I actually post something.
So it’s been an insanely busy month, tonnes of stuff going on.
We’re edging closer and closer to the big day, barely 2 weeks away at this point. We’ve started bringing up all the old baby stuff (diapers, clothes, onesies, swaddles, that kinda stuff) and packing the hospital bag too. These past 9 months flew by, seems like just yesterday MrsSLM and I found out the 2nd little guy was on the way and now we’re staring down the big day. It’s definitely less stressful than the first time, since we have an idea of what to expect. The first few weeks are going to suck something fierce, but after he get’s into a rhythm of feeding then going back to sleep, and we get used to being in a perpetual zombie-like state.
Last time we spent time between naps either working out or watching crappy movies on Netflix (Sharknado!). My company is extremely generous with paternity leave, giving me several weeks fully paid on top of Canada’s crazy awesome year off at partial pay. Haven’t fully decided how much time I’ll actually use, sometimes it’s tempting to take the full year but our portfolio isn’t quite *there* yet and if I did that I doubt I’d ever want to come back. I’ll probably break it into a few smaller chunks so that returning to work isn’t as soul crushing. Really looking forward to the time off though. Been really good about hitting the weight room 4-5 days/week and with this extra time I’ll be able to continue that while also getting back to training kickboxing or brazilian jiu jitsu, or maybe both! Found a great place not 15 minutes walk from here, which means I can jog over really easily.
Saw Batman v Super, wow what a crapfest 😛 Terrible, terrible movie. This is supposed to setup DC’s Justice League, and we should be getting a Wonder Woman, Aquaman, new Batman, and a full on Justice League movies over the next few years. Not the greatest start, and I really really wanted to like it. I’ll probably still go see them though since I’m a sucker for super hero movies and learned nothing from this experience.
Also downloaded and started playing Pokemon Go, which is crazily addictive. Never played the original Pokemon games, although I had friends who were really into it. I find myself taking the long route for everything just to hit up a few extra pokestops or hunt for more pokemon. It’s kind of funny to be walking around and seeing all these other people, often groups, people really of all ages out hunting for pokemon.
I think this is really just the beginning of these AR (augmented reality) style games, which is pretty cool. Once we get stuff like Microsoft’s HoloLens in consumers’ hands and at an affordable price, it’ll open up a whole new crazy world of these types of games that blur the lines of reality and the gaming world. I’m a big tech nerd (kind of a prerequisite if you’re going to be a software engineer), so this crap excites me.
Noooooooo! What goes UP must come DOWN! Hahaha.
After such a stellar month last month it’s so disappointment to report such a low (relatively speaking) month. But it wasn’t hard to see coming, after last month’s crazy high which was some 50% higher than the projected monthly income, something had to give. I barely have any companies that pay out dividends this month and a few of the monthly ETF’s that double payed last month, didn’t pay this month. No such thing as a free lunch 🙁 This months total came out to: $814.17. Sad to see the streak come to an end, but I’m confident that next month will make up for it! I’m not complaining though, this is a great amount of money and we’re thankful for it.
|H&R Real Estate Investment Trust||TSE:HR.UN||$31.50|
|RioCan Real Estate Investment Trust||TSE:REI.UN||$39.36|
|Allied Properties Real Estate Investment||TSE:AP.UN||$21.25|
|Chartwell Retirement Residences||TSE:CSH.UN||$18.73|
|Canadian Apartment Properties REIT||TSE:CAR.UN||$19.32|
|Cominar Real Estate Investment Trust||TSE:CUF.UN||$3.43|
|iShares S&P/TSX Canadian Dividend Aristocrats ETF||TSE:CDZ||$79.11|
|Bank of Nova Scotia||TSE:BNS||$123.80|
|Inter Pipeline Ltd||TSE:IPL||$53.80|
|Enbridge Income Fund Holdings Inc||TSE:ENF||$35.14|
|GlaxoSmithKline plc (ADR)||NYSE:GSK||$100.04|
On the portfolio side of things, I got to deploy a lot of capital this month since I get paid several times, got the last portion of my tax return back (we have a somewhat complex US/Canadian return), and my company also reimbursed me for the Munich trip. End result was I had a lot more cash than I have had the last few months, which let me go on a shopping spree! I didn’t move anything out from our bond position, kinda forgot about that, maybe next month. I’m also looking to buy some UVXY PUT’s for 2018, will probably pick up a smallish position in August. Overall a strong month for the portfolio though, the single biggest gain we’ve ever seen, a combination of a lot of purchases and nice movements in the markets in general contributed to us seeing a gain in over $42k invested vs last month. Our forward dividends also increased by about $1400 to $19250.37.
|Exchange Income Corporation||TSE:EIF||248|
|Enbridge Income Fund Holdings Inc||TSE:ENF||55|
|iShares Core High Dividend ETF||NYSEARCA:HDV||124|
|iShares Core MSCI IMI Index ETF||TSE:XEF||45|
|Forward Dividends||$19250.37 / year (+$1444.80)|
|Portfolio Value||$581,394.22 (+$42,416.35)|