December 2018 Dividend Income Report

Portfolio holdings – Year End Recap

Before I get to what happened in December, let’s take a moment to look at my total return for 2018. Unfortunately, my broker account gives me my total return as of December 28th, 2018, as the full return will be available only in a few more days. Still, knowing that the 31st was a great day on the market, my year-end results will only be better. Keep in mind I have a Canadian and a US account that shows return separately:

(Click on image to enlarge)

Source: Ycharts

On average, the market posted a total return of -6.20% (CDN and US together). On my side, I show a total return of +4.4%. I must admit that I’m quite proud of posing positive return this year. Funny enough, half of my total return comes from the dividend. Is there a link with my overall performance? I’ll let you make your own conclusions.

I would also like to add that I don’t publish my returns in this article to brag and tell you that I’m a great investor. In fact, I believe I’m a decent investor following a strong and meticulous dividend growth investing strategy. The year 2018 was another good year in my portfolio because I stayed on the course during the storm. If winter is coming, you better get your coat on and keep moving forward.

After looking at my total return, the first thing that came to my mind was “hum… it wasn’t that bad”. When I read all the apocalyptical articles written for the past 6 months (all right, I’ll be honest, I don’t read most of them! Haha), I thought something really bad was happening on the market. I bet you were too, right? But when you take a look at the forest behind the tree, you notice 2018 wasn’t a catastrophic year. Being in the red by mid-single-digits doesn’t hurt your portfolio if have been carefully following your investing strategy for the past 5 or 10 years. Maybe there is more bad news to come and the market will continue to dive in 2019. Or maybe the next earnings season will pump the market back up and we will have a great year. Who knows? This is why I rather focus on what I know; holding great companies and getting paid for waiting!

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