My portfolio balances at close of trading on 29th February were:
|Ticker||Price (C$)||Price Change||Percentage||Industry|
|SJR-B.TO||$ 20.31||2.06%||3.9%||Consumer Discretionary|
|AAPL||$ 536.49||n/a||4.5%||Information Technology|
|S&P Fund||$ 111.76||2.45%||12.8%||US Equity Fund|
|Bond Fund||$ 217.32||-0.40%||28.2%||Bond Fund|
Overall my portfolio is up 6.80% since last month, including a further year-end cash contribution. Without this cash contribution the portfolio would be up 0.97%.
For comparison my TI Index is up 1.25%, the DOW is up 2.53% and the TSX is up 1.54%.
My investments have not done quite as well as the benchmark TI Index, the Dow or the TSX. Winners this month include Sun Life (SLF.TO) and TransCanada (TRP.TO), whose stock continues to be buffeted by US political winds relating to Keystone XL.
The additional cash contribution, which was used to buy stocks, has diluted my bond holdings down to 28.2%. This is a little below my target of 30%, but I am not going to rebalance because I feel that equities will perform better next month. I’ll revisit this balance next month.