Go to the Globe and Mail homepage

Jump to main navigationJump to main content


A deeper dive into my Strategy Lab dividend portfolio Add to ...

Subscribers Only

John Heinzl is the dividend investor for Globe Investor’s Strategy Lab. Follow his contributions here. You can see his model portfolio here.

Strategy Lab is approaching its fifth birthday in September, and over the years I’ve received plenty of comments and questions about my model dividend portfolio.

Strategy Lab model dividend portfolio

Four Strategy Lab experts started with a hypothetical $50,000 portfolio on Sept. 13, 2012. They can each hold five to 12 Canadian or U.S. securities and trade as often or as little as they wish. Here are dividend investor John Heinzl's current model portfolio holdings.

CompanyTickerClose $ (June 13)Dividend yield
BCEBCE-T$59.45 4.8%
Bank of MontrealBMO-T$93.15 3.9%
Brookfield InfrastructureBIP.UN-T$52.84 4.3%
Canadian UtilitiesCU-T$40.79 3.5%
EnbridgeENB-T$51.15 4.8%
FortisFTS-T$45.24 3.5%
Johnson & JohnsonJNJ-N$132.02 (U.S.) 2.6%
Procter & GamblePG-N$88.06 (U.S.) 3.1%
Royal BankRY-T$93.89 3.7%
TelusT-T$44.87 4.4%
TransCanadaTRP-T$63.86 3.9%
S&P/TSX REIT ETFXRE-T$16.52 4.9%

Note: Securities shown here are also in John Heinzl's personal portfolio.

Report Typo/Error

Follow on Twitter: @johnheinzl

More Related to this Story

Next story




Most popular videos »

More from The Globe and Mail

Most popular