Annual Update – June 2012 to May 2013

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
Portfolio 1.00% 1.58% 5.88% -2.20%
TI Index 0.48% 0.44% 9.04% 3.14%
DOW 1.86% 7.55% 21.96% 20.25%
TSX 1.56% -1.34% 9.88% -8.35%

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%).

Screen Shot 2013-06-01 at 11.40.21 AM

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.

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