My portfolio balances at close of trading on 31st January were:
|Ticker||Price (C$)||Price Change||Percentage||Industry|
|SJR-B.TO||$ 19.90||-1.73%||4.0%||Consumer Discretionary|
|S&P Fund||$ 109.09||2.88%||16.0%||US Equity Fund|
|Bond Fund||$ 218.20||0.50%||26.7%||Bond Fund|
Overall my portfolio is up 17.34% since last month, including significant year-end cash contributions. Without these cash contributions the portfolio would be up 1.39%.
For comparison my TI Index is up 3.83%, the DOW is up 3.40% and the TSX is up 4.16%.
My investments have not done as well as the benchmark TI Index, the Dow or the TSX. Winners this month include Canadian Oil Sands (COS.TO) and gold. Losers include Enerplus (ERF.TO) and TransCanada Pipeline (TRP.TO), whose Keystone XL pipeline is still be used as a political football in the US.
The additional cash contribution, which was used to buy stocks, has diluted my bond holdings down to 26.7%. I will rebalance to 30%.