Annual Update – June 2014 to May 2015

I have been tracking the detailed performance of my portfolio for 48 months now. This gives me four full years of data to analyze. Here is the performance of my portfolio.

1 Month

3 Months

1 Year

2 Years

3 Years

4 Years

Portfolio

0.37%

0.26%

11.92%

17.49%

24.40%

14.91%

TI Index

0.18%

-1.19%

5.59%

16.33%

26.85%

19.99%

DOW

0.95%

-0.67%

7.74%

19.15%

45.32%

43.29%

TSX

-1.38%

-1.45%

2.81%

18.68%

30.41%

8.78%

During the past year my portfolio has gained 11.92%.  This is better than the prior year, during which it gained 4.97%. An 11.92% gain is great and also much better than comparative indexes: the TSX (up 2.81% this year), the DOW (up 7.74%) and the TI Index (up 5.59%).

Looking at the four year timeframe, my portfolio has gained only 14.91%. This is good compared with the TSX (up 8.78%), but poor compared to the DOW (up 43.29%) and the TI Index (up 19.99%).

Screen Shot 2015-06-11 at 6.00.44 PM

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