Annual Update – June 2015 to May 2016

I have been tracking the detailed performance of my portfolio for 60 months now. This gives me five 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

5 Years

Portfolio

3.03%

6.35%

-5.38%

5.90%

11.16%

17.70%

8.72%

TI Index

1.85%

7.32%

-1.11%

4.43%

15.05%

25.45%

18.66%

DOW

0.08%

7.69%

-1.24%

6.40%

17.67%

43.52%

41.51%

TSX

0.82%

9.37%

-6.32%

-3.69%

11.19%

22.17%

1.90%

During the past year my portfolio has lost 5.38%. This is worse than the prior year, during which it gained 11.92%. A 5.38% loss is disappointing but better than the TSX (down 6.32% this year). The DOW (down 1.24%) and the TI Index (down 1.11%) are also down but better than my portfolio.

Looking at the five year timeframe, my portfolio has a total return of only 8.72%, or 1.69% per annum. This is good compared with the TSX (up 1.90% or 0.38% per annum), but poor compared to the DOW (up 41.51% or 7.19% per annum) and the TI Index (up 18.66% or 3.48% per annum).

Screen Shot 2016-06-06 at 8.43.58 PM

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