Portfolio Update – Up 3.50% in February 2017

My portfolio balances at close of trading on 28th February were:

Ticker

Price (C$)

Price Change

Percentage

XSP $‎ 27.03

3.92%

21.9%

XMU $‎ 43.24

6.66%

17.3%

XMW $‎ 36.24

5.41%

21.9%

BNS.TO $‎ 77.04

-0.93%

3.5%

BCE.TO $‎ 57.94

-1.23%

3.7%

CM.TO $‎ 116.61

5.23%

3.7%

EMA.TO $‎ 45.55 N/A

3.3%

ENB.TO $‎ 55.90

0.90%

3.7%

FTS.TO $‎ 42.13 N/A

3.3%

ITC.TO $‎ 2.74 N/A

1.1%

NA.TO $‎ 56.68

0.91%

3.8%

POT.TO $‎ 23.04

-4.83%

0.0%

PWF.TO $‎ 34.45

1.89%

3.5%

SJR.B $‎ 27.64

-1.53%

3.5%

SW.TO $‎ 37.52 N/A

1.2%

T.TO $‎ 43.22

-0.51%

3.3%

TRP.TO $‎ 61.06

-0.54%

0.0%

Cash

1.1%

Total

100.0%

Overall my portfolio is up 3.50% since last month. There were no cash contributions this month. For comparison my TI Index is up 1.74%, the DOW is up 4.77% and the TSX is up 0.09%. My investments are up and performed well against the TSX and TI Index, but less well against the DOW which is being driven by comments from President Trump that are being viewed favourably by the market.

Winners this month include my US low volatility fund (XMU.TO) up 6.66%, my Global low volatility fund (XMW) up 5.41%, and CIBC (CM.TO) up 5.23%

Losers this month include Potash (POT.TO) down 4.83%which I sold early in the month.

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