Portfolio Update – Down 2.36% in June 2015

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

Ticker

Price (C$)

Price Change

Percentage

XSP $ 23.76

-2.86%

35.3%

XIU $ 21.31

-3.62%

24.1%

XEM $ 27.95

-3.12%

9.3%

XIN $ 23.94

-6.26%

9.7%

XBB $ 31.65

-0.97%

19.3%

Cash

2.2%

Total

100.0%

Overall my portfolio is down 2.36% since last month. There were no cash contributions. For comparison my TI Index is down 2.17%, the DOW is down 2.17% and the TSX is down 3.07%. My investments are down and performed suitably given the asset mix.

There are no winners this month. Bonds (XBB.TO) are down least, 0.97%. They are providing the protection we expect.

The major loser was my EAFE Fund (XIN.TO) down 6.26%. This is entirely due to new fears over a Greek debt default and exit from the Euro (a “grexit”!). These fears emerged in 2012 too and will hopefully be overcome. Not a good time to sell!

Screen Shot 2015-07-12 at 8.52.04 AM

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