January 2025

Can you believe 2024 is already over?

 

“The intelligent investor is a realist who sells to optimists and buys from pessimists.” – Benjamin Graham.

I picked up some more BRK.B. I now am very overweight in Berkshire but I don’t view that as a terrible problem to have.

I plan to keep adding more BRK.B and some low dividend ETF’s to my taxable account every month. My dividend increase will remain fairly steady until I get raises from existing companies or until the start of next year when I will have more room in my tax-free accounts.

Let’s check out Some 2024 things

My Investment strategy has developed and continues to develop as things change,

My 2 largest holdings and top 6 out of 10 pay little to no dividends,

$BRK at 0% $BN at %0.52  $GSY, $ATD, and $XSP are all fairly little. 

I do this because I have my TFSA and RRSP’s maxed and do not want to pay any more taxes so I hold these in my taxable accounts.

 

Dividend Income

For the month of January, I received dividends from 23 different companies.

TickerCompany NameJAN
TSE:TVETamarack$77.21
TSE:WCPWCP$46.21
TSE:SGYSurge$51.57
TSE:PEYPeyto$70.29
TSE:CASHCASH$150.74
TSE:CHE.UNChemtrade$143.44
TSE:ADENAdentra$75.00
TSE:BNSScotia Bank$311.64
TSE:ARXARC$114.95
TSE:TRPTC Energy$1,182.76
TSE:GSYGoEasy$617.76
TSE:TFIITFI$126.11
TSE:TIHTOROMONT$84.48
TSE:VSPS&P$8.66
TSE:XSPS&P$577.75
TSE:BTEBaytex$69.91
TSE:ATDATD$264.82
TSE:MEGMEG$120.00
TSE:SOBOSobo$205.04
DGDG$148.79
TSE:SESSes$100.23
TSE:GSYGoeasy$79.38
Total$4526.51

  • I received $4500
  • My total forward dividends are $41k
  • My Yield is %1.68 and my YOC is 2.53
  • I have lots of BRK

 

Dividend Increase and highlights

Feb 1, 2024 BIP TSE:BIP $1.53 $1.62 5.88%
Feb 2, 2024 BEPC TSE:BEPC $1.35 $1.42 5.19%
Feb 6, 2024 BAM TSE:BAM $1.28 $1.52 18.75%
Feb 8, 2024 BN TSE:BN $0.28 $0.32 14.29%
Feb 13, 2024 GSY TSE:GSY $3.84 $4.68 21.88%
Feb 22, 2024 THI TSE:TIH $1.72 $1.92 11.63%
Feb 26, 2024 TRP TSE:TRP $3.72 $3.84 3.23%
Feb 28, 2024 EQB TSE:EQB $1.60 $1.68 5.00%
May 15, 2024 cve $0.56 $0.72 28.57%
May 28, 2024 eqb $1.68 $1.80 7.14%
July 31, 2024 cpx $2.46 $2.61 6.10%
Oct 21 eqb $1.80 $1.88 4.44%
Oct 23, 2024 tfii $1.60 $1.80 12.50%
Nov 10 adentra $0.56 $0.60 7.14%
Nov 12 congeco $3.42 $3.68 7.60%
Nov 13 bip $1.62 $1.72 6.17%
Nov 24 atd $0.70 $0.78 11.43%
Dec 3 enb $3.66 $3.77 3.01%
Jan 31 2025 bepc $1.42 $1.49 4.93%

 

Nuts and Bolts

How Much Free Money?

I’ve earned $12,000 in dividends so far this year. Not bad taking 3 months off. I guess im averaging about 2 grand a month right now, give or take.

Annual Dividends
Year Total Dividends Received Total Yearly Div Increase
2014 $2,421.00 $2,421.00
2015 $4,169.00 $1,748.00
2016 $6,192.86 $2,023.86
2017 $10,760.51 $4,567.65
2018 $16,223.07 $5,462.56
2019 $17,804.61 $1,581.54
2020 $18,115.00 $310.39
2021 $27,585.08 $9,470.08
2022 $29,835.00 $2,249.92
2023 $31,383.00 $1,548.00
2024 $39,717.81 $8,334.81

2025       $4,526.51

Since 2014 I have received $208,733.45 worth of dividends. This does not include any capital appreciation or USD

What can I buy with all my free money?

Now, saying that, I’m going to buy a brand new…

 

Not bad for doing nothing

Until next time.

Stay classy Fire bros