My portfolio as of January 5, 2017 is shown below. The year that I first purchased my current holding is displayed, followed by the overall investment return since the stock was purchased, and then the current dividend yield (if any) is shown. The Canadian side is up a cumulative 100%, while the US side is up 105% (in US dollars - in Canadian dollars it is up close to 140%). None of this is really brilliant stock selection - rather it is simply "sticking with the plan". The effect of being a buyer when stocks were way down in 2008 is still evident in the portfolio. I will update this from time to time.
NOTE: the % yield shown is the current yield. The actual yield that I am receiving on my original investment is often much greater. For example, while the TD Bank yields 3.3%, I have owned the stock for so long and it has risen so much since my original purchase that I am yielding more than 11% on my original cost. Many of my stocks are yielding over 10% on the original cost, and this will only keep going up. THIS SHOWS THE POWER OF PURCHASING SOLID, DIVIDEND PAYING STOCKS, AND SIMPLY HOLDING ONTO THEM FOREVER!
|Symbol||Security||Year Purchased||% Gain||% Yield|
|BAM-A||Brookfield Asset Management||2002||604%||1.6%|
|CM||Canadian Imperial Bank of Commerce||2009||67%||4.4%|
|CNR||Canadian National Railway||2016||11%||1.7%|
|SU||Suncor Energy Inc.||2002||110%||2.6%|
|BNS||The Bank of Nova Scotia||2001||130%||3.9%|
|TRI||Thomson Reuters Corp||2013||65%||3.1%|
|TD||Toronto Dominion Bank||1998||287%||3.3%|
|GOOG||Alphabet Inc. (Google)||2008||331%|
|JNJ||Johnson & Johnson||2008||91%||2.8%|
|SCI||Service Corporation International||2009||533%||1.8%|
|PG||The Procter & Gamble Company||2009||47%||3.2%|
|WM||Waste Management Inc.||2008||137%||2.4%|
|REAL ESTATE INVESTMENT TRUSTS|
|DLR||Digital Realty Trust||2013||121%||3.5%|
|O||Realty Income Corporation||2015||31%||4.2%|
|WRE||Washington Real Estate Investment Trust||2011||30%||3.7%|
|XEF||iShares MSCI EAFE||2017||0%||2.1%|
|EEM||iShares MSCI Emerging Markets Fund||2008||5%||1.9%|
My Canadian stocks are all very conservative, dividend paying companies. I take advantage of the dividend tax credit that favors Canadian dividends. My U.S. holdings are more diversified, and while there is no advantageous dividend tax treatment, I have benefited from the overall rise in the U.S. market as well as the rise of the U.S. dollar. All in all, my U.S. stocks have significantly outperformed my Canadian holdings. The only non-dividend paying stock is Google. Google is one of my "necessary" technology buys.