My portfolio balances at close of trading on 31st October were:
|Ticker||Price (C$)||Price Change||Percentage||Industry|
|AAPL||$ 595.38||-9.25%||3.8%||Information Technology|
|INTC||$ 21.63||-2.93%||6.4%||Information Technology|
|IVV||$ 141.49||-0.37%||8.8%||US Equity Fund|
|XIU.TO||$ 17.88||1.53%||6.3%||Canadian Equity Fund|
|S&P Fund||$ 118.79||-0.31%||10.0%||US Equity Fund|
|EAFE Fund||$ 88.40||2.41%||10.3%||Global Equity Fund|
|Bond Fund||$ 223.66||-0.22%||25.3%||Bond Fund|
Overall my portfolio is up 0.17% since last month. There we no cash contributions this month. For comparison my TI Index is down 0.53%, the DOW is down 2.54% and the TSX is up 0.86%.
My investments have done well compared with most indices. Winners this month include Telus (T.TO) up 4.56% and my EAFE fund up 2.41%. Losers include Apple (AAPL) down a whopping 9.25% and Intel (INTC) down 2.93%. Apple’s decline looks like a simple mean reversion and presents an opportunity to top up. Intel’s decline over the past few months is deeper but also presents a buying opportunity in my opinion.
My bond holdings are at 25.3%, which is acceptably close to my target of 25%. No rebalancing is required this month.
I put most of my cash to work last month so my cash is 2.0%, which is fine.