My portfolio balances at close of trading on 30th September were:
|Ticker||Price (C$)||Price Change||Percentage||Industry|
|S&P Fund||$ 97.08||-0.93%||15.3%||US Equity Fund|
|Bond Fund||$ 212.75||1.77%||30.3%||Bond Fund|
Overall my portfolio is down 1.22% since last month, despite additional cash contributions. Without these cash contributions the portfolio would be down 2.56%.
For comparison my TI Index is down 6.13%, the DOW is down 6.03% and the TSX is down 8.97%.
My bond holdings helped with capital preservation, but my gold holdings are down. A fall in the value of the Canadian Dollar helped to support the value of my US stocks.
The major factors this month were continued European debt troubles, and the spectre of a possible double-dip recession in the US.