Portfolio Update – Up 2.07% in March 2014

My portfolio balances at close of trading on 31st March were: 

Ticker

Price (C$)

Price Change

Percentage

Industry

DII-B.TO $36.99

-0.16%

8.9%

Consumer Cyclical, Home Furnishing
JPM $67.13

6.74%

10.2%

Finance, Insurance – Property and Casualty
CCA.TO $57.35

6.22%

9.0%

Consumer Cyclical, Broadcasting
LB.TO $47.22

2.10%

8.8%

Finance, Financial Services – Diversified
BRK-B $138.18

7.99%

10.2%

Finance, Insurance – Property and Casualty
XUS $25.80 n/a

19.8%

S&P500 ETF
XBB $30.51 n/a

19.8%

Bond ETF
Cash

13.3%

Cash
Total

100.0%

 

Overall my portfolio is up 3.64% since last month. Not including cash contributions my portfolio is up 2.07%.   For comparison my TI Index is down 0.04%, the DOW is up 0.83% and the TSX is up 0.88%.

My investments are up and performed very well against the TI Index, DOW, and TSX.

Winners this month include JPMorgan (JPM) up 6.74%, Cogeco (CCA.TO) which is up 6.22% and Berkshire Hathaway (BRK) up 7.99%.

There were no losers.

Screen Shot 2014-04-29 at 6.56.57 PM

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