My portfolio balances at close of trading on 29th July were:
|Ticker||Price (C$)||Price Change||Percentage||Industry|
|S&P Fund||$ 101.10||-3.17%||22.2%||US Equity Fund|
|Bond Fund||$ 206.69||2.07%||20.2%||Bond Fund|
Overall my portfolio is down 5.15% since last month, despite additional cash contributions, but including cash withdrawals (the sale of IBM shares). Without these contributions and withdrawals the portfolio would be down 1.71%.
For comparison the index is down 0.66%, the DOW is down 2.18% and the TSX is down 2.67%.
Buying gold and selling Telus has helped. My gold fund is up 4.31% since I bought it while Telus shares are down 2.99%.
My bond component also helped with capital preservation: my bond fund is up 2.07% while the S&P fund is down 3.17%. Jumping more heavily into the S&P fund at the start of the week was premature as markets have continued to fall on US debt worries.
- CAD$ = 1.0465 US$
- Thoughtful Investor Index = 97.10