My portfolio balances at close of trading on 30th November were:
|Ticker||Price (C$)||Price Change||Percentage||Industry|
|AAPL||$ 581.10||-2.40%||7.7%||Information Technology|
|INTC||$ 19.43||-10.18%||3.4%||Information Technology|
|IVV||$ 141.55||0.04%||8.7%||US Equity Fund|
|XIU.TO||$ 17.58||-1.68%||6.1%||Canadian Equity Fund|
|S&P Fund||$ 118.72||-0.06%||9.9%||US Equity Fund|
|EAFE Fund||$ 89.96||1.76%||10.3%||Global Equity Fund|
|Bond Fund||$ 225.03||0.61%||25.1%||Bond Fund|
Overall my portfolio is up 1.23% since last month. Without cash contributions the portfolio would have been down 0.28%. For comparison my TI Index is down 0.37%, the DOW is down 0.54% and the TSX is down 1.48%.
My investments have done well compared with most indices. Winners this month include Power Corp (POW.TO) up 3.18% and my EAFE fund up 1.76%. Losers include Canadian Oil Sands (COS.TO) down a whopping 4.91% and Intel (INTC) down 10.18%.
My bond holdings are at 25.1%, which is acceptably close to my target of 25%. No rebalancing is required this month.