My portfolio balances at close of trading on 31st August were:
|Ticker||Price (C$)||Price Change||Percentage||Industry|
|AAPL||$ 656.06||6.85%||4.2%||Information Technology|
|INTC||$ 24.49||n/a||5.3%||Information Technology|
|S&P Fund||$ 116.53||0.66%||19.6%||US Equity Fund|
|Bond Fund||$ 222.66||-0.12%||25.1%||Bond Fund|
Overall my portfolio is up 0.44% since last month. There we no cash contributions this month. For comparison my TI Index is up 2.30%, the DOW is up 0.63% and the TSX is up 2.44%.
My investments have done poorly compared with these comparators. Winners this month include Gold (PHY-U.TO) up 4.59%, and Apple (AAPL) up 6.85%. Losers include TransAlta (TA.TO) down 4.86% (terrible performance once again from TA.TO!).
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 18.4%, 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.