500K Canadian Portfolio

Hello ,

Welcome to the 500K Canadian Dividend Portfolio.

500K portfolio2This is our biggest portfolio. It can be used for all portfolios over 500K. We decided not to create a growth or conservative but rather a complete 500K portfolio. In order to make sure we cover both growth and revenue part of a portfolio of that size, we added a few ETFs generating revenues. You can then increase the portion in ETFs if you wish a more conservative portfolio or simply ignore the last few lines and concentrate on the stocks if you seek more growth than revenues.

 

How to Grow Your Portfolio

Since the 500K is currently our biggest portfolio model, the best idea to add more positions as you grow your investments would be to pick from our dividend stocks lists. We think the DSR Premium stock list  and our Rock Solid Ranking would be the best choice. This is our pickiest list. Another good choice would be the High Yield list since it includes the highest dividend paying companies with reasonable financial situations.

500K Dividend Growth Portfolio

1. Dividend Yield, PE Ratio and Dividend Payout Ratio are TTM (Trailing Twelve Months – not current or past fiscal year).

2. Earnings Per Share (EPS), Revenue (REV) and Dividend Growth (DVD Growth) are shown for a 5 years period.

excelDownload this data in Excel format

SymbolNameSectorMarket CapDVD YieldP/EPayoutEPS BasicRevDVD Growth
TD.TOThe Toronto-Dominion BankFinancial Services121.2$B3.38%13.4943.08%7.75%7.56%10.6%
BNS.TOBank of Nova ScotiaFinancial Services94$B3.75%13.1650.1%4.96%8.77%7.04%
GS.TOGluskin SheffFinancial Services0.5$B5.69%15.8297.52%-8.23%1.82%12.65%
LAS.A.TOLassonde Industries Inc.Industrials1.5$B0.92%23.2619.35%10.89%22%7.41%
T.TOTELUSCommunication Services25.5$B4.36%20.9387.49%1.95%4.39%10.79%
BCE.TOBCECommunication Services52.9$B4.69%17.7280.2%2.95%2.18%5.95%
REI.UN.TORiocan REITReal Estate8.4$B5.45%10.340%-5.04%-5.71%0.43%
BEI.UN.TOBoardwalk REITReal Estate2.4$B4.74%8.67-260.34%3377.86%0.75%4.56%
WSP.TOWSP GlobalIndustrials4.7$B3.22%23.6434.15%0.62%57.81%0%
RY.TORoyal Bank of CanadaFinancial Services142.5$B3.4%13.4846.49%10.1%6.8%9.27%
EMA.TOEmeraUtilities9.9$B4.31%31.3799.57%-7.7%15.68%8.73%
ATD.B.TOAlimentation Couche-TardConsumer Defensive33.7$B0.56%22.5811.8%33.04%19%32.46%
CNR.TOCanadian National RailwayIndustrials73.9$B1.59%20.7231.84%11.54%5.92%18.2%
PKI.TOParkland FuelEnergy2.8$B3.9%59.39135.17%-7.66%9.5%1.98%
FTT.TOFinning InternationalIndustrials4.1$B3.03%61.85189.23%-24.11%-0.92%7.44%
HPHelmerich & PayneEnergy7.1$B4.29%#N/A-279.69%#N/A-8.58%61.69%
MSFTMicrosoftTechnology502.1$B2.31%30.5168.51%-4.83%4.05%17.91%
BLKBlackRockFinancial Services61.3$B2.5%19.6748.71%9.01%4.2%8.9%
GPCGenuine PartsConsumer Cyclical13.8$B2.83%20.1856.29%5.1%4.25%7.88%
AAPLAppleTechnology737.9$B1.62%16.827.23%16.01%14.78%N/A%
WECWEC Energy GroupUtilities19.3$B3.28%21.0666.23%3.93%7.12%16.85%
MMM3MIndustrials114.2$B2.35%23.4753.03%6.49%0.33%15.08%
CLColgate-PalmoliveConsumer Defensive65$B2.12%27.0861.78%1.95%-1.91%6.43%
PEPPepsiCoConsumer Defensive160$B2.68%25.7266.79%1.59%-1.14%7.89%
JNJJohnson & JohnsonHealthcare340.5$B2.55%21.3452.65%11.18%2.03%6.96%
WBAWalgreens Boots AllianceConsumer Defensive89.6$B1.79%22.0138.28%5.38%10.21%14.17%
UNPUnion PacificIndustrials84.6$B2.22%20.4644.39%8.58%0.39%18.5%
KMBKimberly-ClarkConsumer Defensive47.2$B2.82%22.1160.53%8.47%-2.68%5.62%
PGProcter & GambleConsumer Defensive231.5$B2.96%16.4748.01%-1.25%-4.24%6.17%
LMTLockheed MartinIndustrials77.6$B2.6%15.5339.4%17.5%0.32%15.81%
VEUVanguard FTSE All-Wld ex-US ETFERR: NO DATA#N/A2.74%#N/A#N/A#N/A#N/AN/A%
LQDiShares iBoxx $ Invst Grade Crp BondERR: NO DATA#N/A3.29%#N/A#N/A#N/A#N/AN/A%
EMBiShares JPMorgan USD Emerg Markets BondERR: NO DATA#N/A4.7%#N/A#N/A#N/A#N/AN/A%
XBB.TOiShares Canadian Universe BondERR: NO DATA#N/A2.75%#N/A#N/A#N/A#N/AN/A%

Download this data in Excel format   

Related Stock Cards

AAPL – Apple Inc.

BCE – BCE (Bell)

BEI.UN – Boardwalk (REIT)

BLK – BlackRock Inc.

BNS – Bank of Nova Scotia (ScotiaBank)

GPC – Genuine Parts Co

HP – Helmerick & Payne

JNJ – Johnson & Johnson

LMT – Lockheed Martin

MCD – McDonald’s Corp

MMM – 3M

MSFT – Microsoft Inc.

PEP – PepsiCo

PG – Proctor & Gamble

POT – Potash

REI.UN – RioCan

T – Telus

TD – Toronto-Dominion Bank

WEC – Wisconsin Energy

WMT – Wal-Mart Stores Inc.

 

Stocks mentioned on this site are not considered to be buying or selling recommendations.

Please note that this portfolio is updated monthly. Trades are being sent in real-time via the DSR premium newsletter.

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