Portfolio Update – Up 0.61% in Febraury 2014

My portfolio balances at close of trading on 28th February were:

Ticker

Price (C$)

Price Change

Percentage

Industry

DII-B.TO $ 37.05

-8.06%

8.3%

Consumer Cyclical, Home Furnishing
JPM $ 62.89

2.05%

9.9%

Finance, Insurance – Property and Casualty
CCA.TO $ 53.99

6.89%

8.7%

Consumer Cyclical, Broadcasting
LB.TO $ 46.25

1.43%

8.9%

Finance, Financial Services – Diversified
BRK-B $ 127.95

3.05%

9.8%

Finance, Insurance – Property and Casualty
Cash

54.3%

Cash
Total

100.0%

Overall my portfolio is up 0.61% since last month. There were no cash contributions. For comparison my TI Index is up 3.47%, the DOW is up 3.97% and the TSX is up 3.76%.

My investments are up but performed poorly against the TI Index, DOW, and TSX.

Winners this month include Cogeco (CCA.TO) which is up 6.89% and Berkshire Hathaway (BRK) up 3.05%.

The loser was Dorel Industries (DII-B.TO) down 8.06%.

I am still carrying a lot of cash but I expect to add bond funds this month.

Screen Shot 2014-03-01 at 4.39.14 PM

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