RE:Sargex?Hey S&F
I never mind sharing and have done so on other SH boards. I've attached the list from a BPY post from Oct 20th below.
My wife & I are 100% TSX listed dividend income/growth stocks limited to 5 sectors - banks, utilities, midstream/pipelines, telcos, and REITs. We don't have any fixed income at all but do have a cash wedge that I also use for some short term trading.
We base our portfolio allocation upon book% instead of current% as we rarely sell or trim.
Let me know if you have any questions. As an aside, we converted to dividend income/growth nvestors in 2012 just before I retired. It took a little while to refine our strategy but it's been set since 2016.
Ciao
Sarge
| Stock | | %Curr | | %Book |
| Algonquin Power (AQN) | | 8.52 | | 4.12 |
| Bell Canada (BCE) | | 5.25 | | 4.51 |
| Brookfield Renew (BEP.UN) | | 2.67 | | 2.37 |
| Brookfield Infra (BIP.UN) | | 6.21 | | 3.80 |
| Bank of Montreal (BMO) | | 3.43 | | 4.52 |
| Scotia Bank (BNS) | | 3.69 | | 4.52 |
| Brookfield Prop (BPY.UN) | | 2.21 | | 3.78 |
| Capital Power (CPX) | | 2.29 | | 2.39 |
| Dream Indust (DIR.UN) | | 4.13 | | 4.11 |
| Emera (EMA) | | 6.04 | | 4.40 |
| Enbridge (ENB) | | 3.28 | | 4.12 |
| iShares Fin Inc ETF (FIE) | | 1.86 | | 2.36 |
| Fortis (FTS) | | 4.89 | | 4.39 |
| Granite Ind REIT (GRT.UN) | | 4.14 | | 3.25 |
| H&R REIT (HR.UN) | | 1.42 | | 3.25 |
| Inter Pipeline (IPL) | | 2.70 | | 4.11 |
| Keyera (KEY) | | 2.52 | | 4.14 |
| Morguard NA Res (MRG.UN) | | 1.12 | | 1.58 |
| Northland Power (NPI) | | 6.08 | | 3.25 |
| Northwest REIT (NWH.UN) | | 4.18 | | 4.40 |
| Pembina Pipeline (PPL) | | 3.06 | | 4.11 |
| Royal Bank (RY) | | 4.87 | | 4.52 |
| Summit Industrial (SMU.UN) | | 0.73 | | 0.80 |
| Telus (T) | | 4.37 | | 4.52 |
| Toronto Dominion (TD) | | 3.53 | | 4.52 |
| TC Energy (TRP) | | 3.32 | | 4.13 |
| WPT Industrial (WIR.UN) | | 1.38 | | 1.64 |
| BMO Cov Call Banks (ZWB) | | 2.13 | | 2.38 |
soundandfury wrote: If you don't mind me asking what are you invested in now? Looking for a safe monthly return ?