RE:RE:RE:RE:RE:Should be trading at least 70$Hey Eddy
Great to hear you're on the dividend train and your list looks like a great start. I like all of them other than ACO.X. I would prefer any of AQN, EMA, and FTS. (more to follow on that).
For background, my wife & I are 100% TSX listed dividend income/growth retirees living off dividend income (ie: no fxed income or GICs). We base our holding size for each stock on % of total book rather than current and keep each holding close to a 5% maximum. We only invest in 5 sectors (banks, utilities, midstream, REITs, and telcos) and try to keep the overall percentage per sector close to the same except for telcos (because of limited options).
I'll copy the part of our main spreadhset that shows holding and book% at the end of the post..
The timing mighe be a little tricky as it feels like we are correcting a bit in certain stocks. I think it is close to done but I always recommend buying in a couple increments rather than all at once.
My cuurent top picks of what we own would be one or two of AQN, EMA, FTS. Even though midstreamers have had a good bounce lately, I still really like TRP and then ENB. I also like both BCE & T. I almost always think the banks are a good buy for the long term. Lastly, I probably prefer GRT.UN over SMU.UN. GRT has really been spanked lately. Not sure if it is over but it has to be really close.
Let me know if you have any other questions or comments.
Take care
Sarge
Our list: You can see that we only have 23 holdings, 17 of them are in our Main category with a book% of around 5, 4 are in the Mid with a % between 2.5 and 3.7, and 2 are Minor with under 1.6%
| Ticker | | Book% |
| AQN | | 5.01 |
| BCE | | 5.01 |
| BIP.UN | | 3.67 |
| BMO | | 5.01 |
| BNS | | 5.01 |
| CPX | | 5.01 |
| DIR.UN | | 5.02 |
| EMA | | 5.01 |
| ENB | | 5.01 |
| FIE | | 2.56 |
| FTS | | 5.01 |
| GRT.UN | | 5.00 |
| IPL | | 2.95 |
| KEY | | 5.01 |
| MRG.UN | | 1.57 |
| NPI | | 1.48 |
| NWH.UN | | 5.01 |
| PPL | | 5.01 |
| RY | | 5.01 |
| T | | 5.01 |
| TD | | 5.01 |
| TRP | | 5.02 |
| ZWB | | 2.57 |
fasteddy0043 wrote: Hey Sargex Recently started a dividend portfolio and added a little of Cpx yesterday . Currently Telus Bns Td Pow Rei.un Bip.un Sru.un Aco.x Looking at smu.un Ema Enb Any thoughts on what I have or should look at tks Ed Ps I remember back in the late 80's? I had money in fix income , locked in at 10% for 5 years. Not saying we're going there but inflation is a concern