The Niche Fund has invested in 16 company stocks, 7 ETFs and 1 mutual fund and was worth approximately $27,950 in September 2019.
Niche Fund Stocks
Niche Fund ETFs
VTI Vanguard Total Stock Market ETF (U.S. Equity)
VUS Vanguard Total Market CAD-hedged (U.S. Equity)
XIC Core S&P/TSX Capped (Canada Equity)
IEFA Core MSCI EAFE (Developed Equity ex-Canada/U.S.)
EEMV MSCI Emerg Min Vol (Emerging Markets Equity)
ACWV MSCI Min Vol Global (Global Equity)
ZFL BMO Long Federal Bond (Canadian Government Bonds)
QTIP U.S. TIPS Index (U.S. Government Bonds)
MAW104 Mawer Balanced Fund (Canadian, U.S. and International Equity and Bonds)
October EMR (1st Industrial stock)
November TD (2nd Financial stock)
December CNR (2nd Industrial stock)
January JNJ (1st Healthcare stock)
March BNS (3rd Financial stock)
52 thoughts on “Portfolio”
Nice start to your portfolio. I see you are a fan of RY. I have long liked the Canadian banks and hold TD, BNS and RY. Keep building that snowball bit by bit.
Thank you! Yes RY was my top choice based on my most recent screen. I also intend on adding BNS and TD in the near future. I’ve got to build up some holdings in other sectors first.
LikeLiked by 1 person
Great start Dividendniche, I’ll definitely be following you progress from now on! Looks like some real solid yields thus far.
Thank you! I will follow your progress as well. It is always good to find other likeminded investors. Cheers
Looks like you have a great list of companies you’ve started out with. Cannot go wrong with CAD banks.
Thanks IH, I’m happy with the companies I have so far. Look forward to picking up more on my foundation list. I agree CAD bank stocks have a lot to offer dividend growth investors.
Nice list to start off. I also have JNJ & KO. Plus I have TD on my watchlist.
The first stocks are always the hardest, I’m glad you made the plunge and joined us Dividend Investors. It’s a big step and now these stocks will pay you for the rest of your life if you keep them. Buy and hold dude.
Thanks WS, it was hard to take the first steps but now it is starting to get a lot easier. It is going to take regular investments and dividend increases to really get the snowball rolling.
Nice and easy portfolio. Will follow.