*Also in personal portfolio.
**As of Sep. 30, 2023.
***In Canadian dollars.
Dividends received since last update: $505.72. DGRO dividend normally is paid in September, but this time it has a pay date of Oct 2, so it will be included next month.
Gain/loss for individual stocks is calculated by comparing market value (end of most recent month) with book value, which reflects the initial and any subsequent share purchases.
Portfolio gain/loss is from inception on Oct. 1, 2017, and is calculated by comparing market value (end of most recent month) with initial portfolio value of $100,000. This is a total return figure that includes dividends and share price changes.
For U.S. securities, the share price is reported in U.S. dollars but the market value and book value are converted to Canadian dollars. As a result, the gain/loss percentage is a calculation that factors in foreign-exchange fluctuations as well as movement in the share price.