April 2025 Performance Summary - Model Portfolio (CDN)
Last Updated by BM on May 31, 2025
📢 Dividend Growth Model Portfolio (CDN) Update – April 30, 2025 📢
Welcome to the latest update on our Canadian real-money dividend growth portfolio! As we track our progress, I’m excited to share how we measure up against our long-term projections.
🚀 Portfolio Overview
Launched on May 1, 2022, this portfolio was built with a clear vision: to create a reliable and growing income stream. Our investment approach includes:
✅ An initial capital commitment of $100,000 (deployed over four years)
✅ Annual contributions of $12,000
✅ Full dividend reinvestment to maximize compounding
🎯 Our 10-Year Goal
We aim to generate $1,000 in monthly dividend income by our tenth anniversary—a milestone that will demonstrate the power of disciplined, long-term investing.
We’re also on track to grow the value of our portfolio beyond $500,000 within the same timeframe.
In an era of instant gratification, this approach reinforces the value of staying the course and letting time do the heavy lifting.
📊 How We Invest
We focus on Canada’s highest-quality dividend growth companies, using a disciplined selection process to deploy and monitor capital effectively. If you're interested in our strategy, you can download our business plan, which details our investment framework.
💡 For Conservative DIY Investors
This project is designed for long-term, income-focused investors who believe in building wealth the old-fashioned way—by owning assets that generate growing income. While dividend growth is our primary focus, history shows that rising income eventually leads to capital appreciation.
In this update, I’ve included:
✅ Total returns
✅ Current holdings & position sizes
✅ Sector weightings
✅ Illustrative charts tracking our journey
Portfolio Total Returns (CDN)
