I have been tracking the detailed performance of my portfolio for 24 months now. This gives me two full years of data to analyze. Here is the performance of my portfolio.
|1 Month||3 Months||1 Year||2 Years|
During the past year my portfolio has gained 5.88% This is better than the prior year, during which it lost 7.63%. A 5.88% gain is OK but not when compared with the TSX (up 9.88% this year), the DOW (up 21.96%) or the TI Index (up 9.04%).
Looking at the two year timeframe, my portfolio has lost 2.2%. This is good compared with the TSX (down 8.35%) but poor compared with the DOW (up 20.25%) and the TI Index (up 3.14%).
I need to do better. For the majority of the last year I was investing in an undisciplined manner. I identified this and made several adjustments last month. I believe that these adjustments will lead to improvements in the next year.