My portfolio balances at close of trading on 29th June were:
|Ticker||Price (C$)||Price Change||Percentage||Industry|
|SJR-B.TO||$ 19.24||-2.58%||0.0%||Consumer Discretionary|
|AAPL||$ 594.04||-0.47%||5.4%||Information Technology|
|S&P Fund||$ 117.79||3.92%||19.7%||US Equity Fund|
|Bond Fund||$ 222.08||0.28%||25.1%||Bond Fund|
Overall my portfolio is up 1.76% since last month, including cash contributions. Without these cash contributions the portfolio would be up 1.07%. For comparison my TI Index is up 1.36%, the DOW is up 3.93% and the TSX is up 0.72%.
My investments have done OK; lower than the TI Index, which has more US exposure, and better than the TSX. Winners this month include Power Corp (POW.TO). Losers include Shaw (SJR-B.TO), which I happily sold during the month.
My bond holdings are at 25.1%, which is acceptably close to my target of 25%. No rebalancing is required this month.
My cash is at 19.5%, which is lower than my target of 25%. I am OK with this level of cash and I still expect to put most of this cash to work after the summer.