Annual Update – June 2011 – May 2012

I have been tracking the detailed performance of my portfolio for 12 months now. This gives me a full year of data to analyze. Here is the performance of my portfolio.

1 Month 3 Months 1 Year
Portfolio -0.80% -1.76% -7.63%
TI Index -4.13% -4.96% -5.41%
DOW -6.21% -4.31% -1.40%
TSX -6.34% -8.94% -16.59%

During the past year my portfolio has lost 7.63%. This is OK compared with the TSX (down 16.59% this year), but poor compared with the DOW (down 1.40%) and the TI Index (down 5.41%).

Screen Shot 2013-06-01 at 12.08.10 PM

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