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

ETF Portfolio Update – September 2007

October 10th, 2007 Comments(0)

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.

ETF Portfolio Update – July 2007

August 05th, 2007 Comments(2)

Here’s my Lazy Canadian iShares portfolio performance to August 3rd (inclusive).

All the gains since May has been wiped out and it now stands at -2.54%. This is the second losing month in a row. Please keep in mind this table doesn’t account for the dividends, so actual performance is better. I only track share price.

CHART UPDATED to reflect dividend re-investment. Performance now stands at -1.8%, truly, dividend is a powerful thing.

UPDATED!

Hattip to Four Pillars Mike for showing me GlobeFund for easier dividend tracking.

Click to enlarge

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 – June 2007

July 06th, 2007 Comments(0)

“Lazy” portfolio, started tracking results on May 1, 2007.

June Results

Portfolio shrunk by 0.55% in relation to the previous month, but was still up 3.26% overall.

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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