My portfolio balances at close of trading on 31st December were:
|Ticker||Price (C$)||Price Change||Percentage||Industry|
|S&P Fund||$ 106.04||1.16%||18.0%||US Equity Fund|
|Bond Fund||$ 217.12||1.69%||30.6%||Bond Fund|
Overall my portfolio is up 1.19% since last month, including additional cash contributions. Without these cash contributions the portfolio would be up 0.31%.
For comparison my TI Index is down 1.31%, the DOW is up 1.43% and the TSX is down 2.04%.
My portfolio performed quite well compared with the TSX and compared with my TI Index. Biggest movers: Canadian Oil Sands (COS.TO) is up 8.39%; gold is down 9.48%.
The European debt crisis rumbles on, unnerving investors and suppressing prices. Indices rose a little near the end of the year as fund managers did a little window dressing. I expect a little pullback in early January 2012 (unwinding of window dressing) and then…?
My bonds are now 30.6% of my portfolio and gold is 7.1%, which is OK. No rebalancing required this month.