[null, null, null, {"document_url": "http://dgi.wikidot.com/blog:174", "unformatted_src": "http://dgi.wikidot.com/local--files/blog:174/confused.jpg", "src": "http://dgi.wikidot.com/local--files/blog:174/confused.jpg", "formatted_filename": "confused", "alt_text": "confused.jpg"}, null, {"document_url": "http://dgi.wikidot.com/blog:174", "unformatted_src": "http://dgi.wikidot.com/local--files/blog:174/PR_Port.png", "src": "http://dgi.wikidot.com/local--files/blog:174/PR_Port.png", "formatted_filename": "PR Port", "alt_text": "PR_Port.png"}, {"document_url": "http://dgi.wikidot.com/blog:174", "unformatted_src": "http://dgi.wikidot.com/local--files/blog:174/R_Port.png", "src": "http://dgi.wikidot.com/local--files/blog:174/R_Port.png", "formatted_filename": "R Port", "alt_text": "R_Port.png"}, null]

▼   posts by date


annual_report banks bhb book_review build_diversity cmi cummins diversification diversity domtar drip esv financial_statements healthcare income inflation mcdonalds mdp mhld omi planning portfolio prune_ratio reit risk ste stock_review_2013 stock_review_2016 taxes ufs


{"module":"feed\/FeedModule","params":{"src":"http:\/\/www.iwtrs.com\/feeds\/posts\/default;http:\/\/www.retirebeforedad.com\/feed\/;http:\/\/feeds.feedburner.com\/financiallyintegrated;http:\/\/feeds.feedburner.com\/Divhut;http:\/\/feeds.feedburner.com\/thedividendpig\/cpDM;http:\/\/www.tawcan.com\/rss;http:\/\/feeds.feedburner.com\/FI_Fighter;http:\/\/roadmap2retire.com\/feed\/;http:\/\/dividendtime.com\/index.php\/feed\/; http:\/\/feeds.feedburner.com\/InvestmentHunting;http:\/\/afrugalfamilysjourney.blogspot.com\/feeds\/posts\/default;https:\/\/drog98.wordpress.com\/rss","limit":"24","module_body":"%%linked_channel_title%%\n**%%linked_title%%**\n%%date%%"}}

Legal | About| Contact
Tags | Edit | Source | Print Ken Kash

Watch: site | category | page Portfolio Experiment - Month 4
» Portfolio Experiment - Month 4

16 Apr 2017 13:00

Previous: Portfolio Experiment - Month 3

Next: Portfolio Experiment - Month 5

Back to list of posts Month four into the Motif portfolio experiment marks the end of the first quarter and I ran into a bit of a surprise mostly from my ignorance.

When I originally set up the rules for the experiment I was supposed to reinvest the dividends at the end of each quarter. However, I discovered Motif has a $250 minimum transaction of which I was substantially short. It appears I will not be able to reinvest until the end of month nine. Not much I can do except to roll with the punches on this one but I may have to extend the length of the experiment from 12 to 18 months to compensate for my stupidity.

Inability to reinvest aside, March was a downtrend overall. Not sure of the reason why and it doesn’t matter as we are tracking up and downs of the market and not the reasons why. The portfolio return for the month dropped from 6.57% to 5.68%, still a respectable return.

Dividend Income

Projected March dividend income $32.69
Actual March dividend income $33.02
Growth of +$0.33

The ETFs in the portfolio continue to be the wild card in how difficult it is to predict income, for March the ETF’s were $0.17 below my forecast and dragged down portfolio performance. Despite the ETF’s, the portfolio had a 1% increase in income thanks to dividend increases from Archer-Daniels Midland (ADM) and 3M (MMM).

Portfolio Value

March was not generous as the total return decreased however the pre-retirement portfolio’s loss was less due to retaining the dividends for future reinvestment.

From a sector perspective, everything except industrial suffered but commodities are still getting severely hit as they are down 13%. 

Post preview: