The dividend growth stocks are selected using a simple but yet effective stock selection process which leverages the Chowder Rule as growth marker.
One of my rules is to hold 40 or fewer stocks in my portfolio to ensure I can stay on top of my holdings. To better understand my strategy, you need to read my 7 investing rules and leverage my dividend growth stock selection process. All in all, it has provided me with a portfolio that can beat the index and in retirement, my knowledge of dividend investing will allow me to draw dividend income rather than burn through my hard earned capital.
Canadian Stock Portfolio
When it comes to choosing a Canadian stock, the list of companies matching my investing criteria will mostly be Canadian Dividend Achievers with a 10% CARG dividend growth. However, with some sectors, it can be difficult to find a match and I have to vary my approach and selection.
 TSE:T, NYSE:TU |  TSE:CNR, NYSE:CNI |  TSE:ENB, NYSE:ENB |  TSE:TD, NYSE:TD |  Brookfield Infrastructure Partners L.P. TSE:BIP.UN, NYSE:BIP |
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Enbridge Income Fund Holdings Inc |  |  Brookfield Property Partners L.P. TSE:BPY.UN, NYSE:BPY |  |  |
 TSE:RY, NYSE:RY |  Emera |  |  TSE:BCE, NYSE:BCE |  TSE:SU, NYSE:SU |
US Stock Portfolio
The list of stocks matching my investing criteria will mostly be US Dividend Aristocrats with the exception of the technology sector. That sector is relatively recent to fulfill the requirements for a US Dividend Aristocrat.
 Johnson & Johnson NYSE:JNJ |  AbbVie Inc NYSE:ABBV | Microsoft NASDAQ:MSFT |  Kimberly Clark Corp NYSE:KMB | VISA Inc NYSE:V |
 Procter & Gamble Co NYSE:PG | General Mills, Inc. NYSE:GIS | Apple Inc. NYSE:AAPL |  The Coca-Cola Co NYSE:KO |  Cardinal Health Inc NYSE:CAH |
Stock Portfolio by Numbers
The below portfolio is updated automatically as I update my local spreadsheet. It’s categorized in multiple ways. As a cautionary note, all US holdings are held within the RRSP account as it is more tax efficient for dividends.
Historical Stock Transactions
Below is a list of transactions I have made starting in 2017.
June 2017
- TD Bank saw more money added to the account making it my 6th largest holding.
- Enbridge (TSE:ENB) saw some money added to top up the energy sector making it my 3rd largest holding.
- Kimberley-Clark (NYSE:KMB) also had an increase of fund making for the consumer defensive sector.
- Cardinal Health (NYSE:CAH) is a new addition to the healthcare sector.
January 2017
- Sold Canadian Utilities (TSE:CU) in my TFSA
- Purchased Brookefield Infrastructure Partners (TSE:BIP.UN, NYSE:BIP) in my TFSA
- Purchased TD Bank (TSE:TD, NYSE:TD) in my RESP account
- Added to Telus (TSE:T, NYSE:TU) in my TFSA account