Annual Update – June 2013 to May 2014

I have been tracking the detailed performance of my portfolio for 36 months now. This gives me three full years of data to analyze. Here is the performance of my portfolio.

1 Month 3 Months 1 Year 2 Year 3 Year
Portfolio

-2.25%

0.32%

4.97%

11.15%

2.67%

TI Index

0.85%

1.86%

10.17%

20.13%

13.63%

DOW

0.82%

2.42%

10.60%

34.89%

32.99%

TSX

-0.33%

2.78%

15.44%

26.85%

5.81%

During the past year my portfolio has gained 4.97%.  This is worse than the prior year, during which it gained 5.88%. A 4.97% gain is OK but not when compared with the TSX (up 15.44% this year), the DOW (up 10.60%) or the TI Index (up 10.17%).

Looking at the three year timeframe, my portfolio has gained only 2.67%. This is poor compared with the TSX (up 5.81%), the DOW (up 32.99%) and the TI Index (up 13.63%).

Screen Shot 2014-05-30 at 10.55.07 PM

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