My Current Portfolio

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
CANADIAN STOCKS
BCE BCE Inc. 2009 119% 4.7%
BLX Boralex 2017 0% 3.2%
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%
EMA Emera Incorporated  2015 4% 4.6%
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%
TRP TransCanada Corporation 2003 105% 3.7%
US STOCKS
MMM 3M Company 2009 190% 2.5%
GOOG Alphabet Inc. (Google) 2008 331%
AAPL Apple Inc 2012 101% 2.0%
JNJ Johnson & Johnson 2008 91% 2.8%
PAYX Paychex Inc. 2009 126% 3.0%
PFE Pfizer Inc. 2009 104% 3.9%
PMD Psychemedics Corporation 2016 76% 2.5%
SCI Service Corporation International 2009 533% 1.8%
SBUX Starbucks  2015 33% 1.8%
PG The Procter & Gamble Company 2009 47% 3.2%
UL Unilever PLC 2008 32% 3.5%
VZ Verizon Communications 2016 15% 4.2%
WM Waste Management Inc. 2008 137% 2.4%
REAL ESTATE INVESTMENT TRUSTS
AVB Avalonbay Communities 2009 123% 3.1%
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%
FOREIGN STOCKS
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.