Portfolio Update – Up 0.55% in April 2014

My portfolio balances at close of trading on 30th April were:

Ticker

Price (C$)

Price Change

Percentage

Industry

DII-B.TO $39.28

6.19%

8.3%

Consumer Cyclical, Home Furnishing
JPM $61.37

-8.58%

9.0%

Finance, Financial Services – Diversified
CCA.TO $60.00

4.62%

0.0%

Consumer Cyclical, Broadcasting
LB.TO $47.08

-0.30%

8.5%

Finance, Financial Services – Diversified
BRK-B $141.25

2.22%

0.0%

Finance, Insurance – Property and Casualty
POW.TO $30.86 n/a

9.1%

Finance, Insurance – Life and Health
XUS $25.79

-0.04%

19.2%

S&P500 ETF
XBB $30.57

0.20%

19.3%

Bond ETF
Cash

26.5%

Cash
Total

100.0%

Overall my portfolio is up 2.93% since last month. Not including cash contributions my portfolio is up 0.55%.   For comparison my TI Index is up 1.04%, the DOW is up 0.75% and the TSX is up 2.21%.

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

Winners this month include up Cogeco (CCA.TO) which is up 4.62% and Dorel (DII-B.TO) up 6.19%.

Losers this month include JPMorgan (JPM) down 8.58%.

Screen Shot 2014-04-30 at 10.23.22 PM

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