Archive for the '• Lazy (Couch Potato) ETF Portfolio' Category

ETF Portfolio Update – November 2007

Performance for period ending November 30, 2007: -0.1% (including dividends).

All previous gains have been wiped again, however -0.1% is pretty much even and a heck of a lot better than my Juniors portfolio performance. Performance ending Dec 4 (today) stands at -1.2% however the purpose of this portfolio is not to look at daily performance. I’ll stick with the “lazy” approach with only monthly updates.

Click to enlarge the chart

Components

CDN Composite (XIC) – 45%
CDN S&P 500 (XSP) – 25%
CDN MSCI EAFE (XIN) – 30%

Initial Investment

Approximately $10,000 one-time.

ETF Portfolio Update – October 2007

Performance for period ending October 31, 2007: +5.4% (including dividends).

Click to enlarge the chart

Components

CDN Composite (XIC) – 45%
CDN S&P 500 (XSP) – 25%
CDN MSCI EAFE (XIN) – 30%

Initial Investment

Approximately $10,000 one-time.

ETF Portfolio Update – September 2007

I’m skipping August since it’s not that interesting on its own, and here’s the Lazy Porfolio performance May to September 30, 2007.

Last update was up to end of July. Since then all the losses have been completely erased, and overall stands at +2.4%.

My penny stock investments are very disappointing, they didn’t recover along with the rest of the market. I stopped tracking them daily; vacation sure helped with the obsession.

Components

CDN Composite (XIC) – 45%
CDN S&P 500 (XSP) – 25%
CDN MSCI EAFE (XIN) – 30%

Initial Investment

Approximately $10,000 one-time.

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