Tag: <span>portfolio yearly review</span>

Yearly Portfolio Review – November Dividend Income Report

In 2016, I made a life-changing decision: I took a sabbatical, put my family in a small RV, and drove to Costa Rica. Upon my return in 2017, I officially quit my job as a private banker at National Bank and started working full-time on my baby: Dividend Stocks Rock. I also decided to manage my pension account held at the National Bank. I’ve built this portfolio publicly since 2017 to make a real-life case study. I decided to invest 100% of this money in dividend growth stocks. In August 2017, …

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Questions to Ask Yourself Each Year [Podcast]

Blog, Podcast

Now is the perfect time to review your portfolio for the year. We have a canvas for you to use and leave nothing aside. You'll Learn While Mike often says we should monitor our holdings quarterly, he recommends acting yearly. Why is that? The markets have been performing strongly overall this year. An investor’s sector allocation can explain some of the results. Do you also compare your returns to a benchmark before starting your review? At Dividend Stocks Rock, we have a PRO …

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3-2-1, Action! – November Dividend Income Report

Blog, Dividend Income Report

In September of 2017, I received slightly over $100K from my former employer, representing the commuted value of my pension plan. I decided to invest 100% of this money in dividend growth stocks. Each month, I publish my results on those investments. I don’t do this to brag. I do this to show my readers that it is possible to build a lasting portfolio during all market conditions. Some months we might appear to underperform, but you must trust the process over the long term to evaluate our …

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