Portfolio Update – Down 0.20% in December 2017

My portfolio balances at close of trading on 31st December were:

Ticker

Price (C$)

Price Change

Percentage

XMW $‎ 37.60

-3.59%

21.6%

XIU $‎ 24.13

1.09%

23.0%

XSP $‎ 30.38

0.13%

35.5%

XBB $‎ 30.96

-0.67%

17.4%

XQQ $‎ 52.24 n/a

2.2%

Cash

0.3%

Total

100.0%

My portfolio is down 0.20% since last month. For comparison my TI Index is up 0.67%, the DOW is up 1.84% and the TSX is up 0.88%. My investments are down and performed poorly against the TSX, DOW and TI Index.

My Global Fund (XMW.TO) down 3.59% is the loser this month. No particular winners.

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Portfolio Update – Up 1.53% in November 2017

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

Ticker

Price (C$)

Price Change

Percentage

XMW $‎ 39.00

2.52%

22.4%

XIU $‎ 23.87

0.00%

22.7%

XSP $‎ 30.34

3.06%

36.2%

XBB $‎ 31.17

0.68%

17.5%

Cash

1.2%

Total

100.0%

Overall my portfolio is up 1.53% since last month. For comparison my TI Index is up 1.47%, the DOW is up 3.83% and the TSX is up 0.26%. My investments are up and performed well against the TSX and TI Index, less well against the DOW.

My S&P500 index (XSP.TO) and the Global Fund (XMW.TO) are winners this month.

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Portfolio Update – Up 2.98% in October 2017

My portfolio balances at close of trading on 31st October were:

Ticker

Price (C$)

Price Change

Percentage

XMW $‎ 38.04

4.97%

22.4%

XIU $‎ 23.87

3.11%

23.2%

XSP $‎ 29.44

2.44%

36.0%

XBB $‎ 30.96

1.31%

17.8%

Cash

0.6%

Total

100.0%

Overall my portfolio is up 2.98% since last month. For comparison my TI Index is up 2.18%, the DOW is up 4.34% and the TSX is up 2.50%. My investments are up and performed well against the TSX and TI Index, less well against the DOW.

All my investments were winners this month, particularly my Global fund (XMW.TO) up 4.97%.

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Portfolio Update – Up 0.05% in September 2017

My portfolio balances at close of trading on 29th September were:

Ticker

Price (C$)

Price Change

Percentage

XMU $‎ 42.63

0.90%

0.0%

XMW $‎ 36.24

0.86%

22.2%

ZAG $‎ 15.35

-0.39%

0.0%

XMI $‎ 34.00

0.80%

0.0%

XIU $‎ 23.15 n/a

23.4%

XSP $‎ 28.74 n/a

35.6%

XBB $‎ 30.56 n/a

18.3%

Cash

0.5%

Total

100.0%

Overall my portfolio is up 0.05% since last month. For comparison my TI Index is up 1.22%, the DOW is up 2.08% and the TSX is up 2.78%. My investments are up but performed poorly against the TSX, DOW and TI Index.

During the month I sold my low volatility US (XMU.TO) and EAFE (XMI.TO) funds, replacing with a TSX index fund (XIU.TO) and an S&P500 index fund (XSP.TO). I also swapper out the ZAG bond ETF for XBB. The low volatility funds were underperforming. I kept the low volatility Global fund (XMW.TO) to provide diversity.

No real winners or losers this month. Flat.

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Portfolio Update – Up 1.08% in August 2017

My portfolio balances at close of trading on 31st August were:

Ticker

Price (C$)

Price Change

Percentage

XMU $‎ 42.64

0.92%

22.8%

XMW $‎ 36.32

1.09%

36.2%

ZAG $‎ 15.59

1.17%

18.2%

XMI $‎ 34.07

1.01%

21.7%

Cash

1.1%

Total

100.0%

Winners include … everything. Now that I moved away from individual stocks I’m seeing most of my investments moving in tandem; bonds sometimes diverging in risk on/off periods.

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Portfolio Update – Down 2.01% in July 2017

My portfolio balances at close of trading on 31st July were:

Ticker

Price (C$)

Price Change

Percentage

XMU $‎ 42.25

-1.97%

22.8%

XMW $‎ 35.93

-1.94%

36.2%

ZAG $‎ 15.41

-2.41%

18.2%

XMI $‎ 33.73

-2.15%

21.7%

Cash

1.0%

Total

100.0%

Losers this month are … everything. Ugh!

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