Thursday, March 14, 2019

A Portfolio

A $200,000 15 stock portfolio might look like this:

Symbol C Cost Shares ‘% Stock Value Div Total Div Yield
BNS F $72.25 200 7.13% $14,450.00 $3.48 $696.00 4.82%
BCE U $59.18 200 5.84% $11,836.00 $3.17 $634.00 5.36%
CTC.A C $145.38 100 7.17% $14,538.00 $4.15 $415.00 2.85%
CU U $36.00 400 7.10% $14,400.00 $1.69 $676.00 4.69%
CNR I $115.96 100 5.72% $11,596.00 $2.15 $215.00 1.85%
FTS U $48.15 300 7.12% $14,445.00 $1.80 $540.00 3.74%
MRU C $49.26 300 7.29% $14,778.00 $0.80 $240.00 1.62%
PPL U $48.99 300 7.25% $14,697.00 $2.28 $684.00 4.65%
POW F $28.87 400 5.70% $11,548.00 $1.53 $612.00 5.30%
REI.UN R $25.30 400 4.99% $10,120.00 $1.44 $576.00 5.69%
SAP C $44.52 300 6.59% $13,356.00 $0.66 $198.00 1.48%
WSP I $69.89 200 6.89% $13,978.00 $1.50 $300.00 2.15%
SLF F $50.35 200 4.97% $10,070.00 $2.00 $400.00 3.97%
TD F $74.83 200 7.38% $14,966.00 $2.96 $592.00 3.96%
TRP U $59.93 300 8.87% $17,979.00 $2.82 $846.00 4.71%
100.00% $202,757.00 $7,624.00 3.76%


In this portfolio the stocks are divided among stock categories shown below.

F 25.15% Financial
U 36.15% Utility
C 21.03% Consumer
I 12.60% Industrial
R 4.99% REIT
T 100.00%


See my spreadsheet at Dividend Stocks 2019. If you want a working one you can just email me and I will forward one. My spreadsheets on Excel of XLSX but I can convert it to another format if required.

My spreadsheet allows you to put in any stock, or change shares or cost or dividends paid in what cycle. It allows you to do these changes to see what different values or stocks might look like as far as any stock value or dividend or percentage of portfolio variations might look like for a portfolio.

On my other blog I wrote yesterday about Goodfellow Inc. (TSX-GDL, OTC-GFELF) ... learn more. Next, I will write about Richelieu Hardware Ltd (TSX-RCH, OTC-RHUHF) ... learn more on Friday, March 15, 2019 around 5 pm.

This blog is meant for educational purposes only, and is not to provide investment advice. Before making any investment decision, you should always do your own research or consult an investment professional. I do research for my own edification and I am willing to share. I write what I think and I may or may not be correct.

See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk. The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter. I am on Instagram. Or you can just Google #walktoronto spbrunner8166 to see my pictures.

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