July 2025 Performance Summary - Model Portfolio (CDN)
Last Updated by BM on August 29, 2025
Every quarter, we provide all subscribers with a portfolio performance update, showing exactly how we build powerful dividend growth investing (DGI) portfolios from the ground up. Paid subscribers also gain access to our detailed business plan in the Premium Content section for more insight. On top of that, our DGI Alerts keep you instantly informed whenever we buy or sell. It doesn’t get much easier than this: we do the work, and you stay in control!
📢 Dividend Growth Model Portfolio (CDN) Update – July 31, 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)
