It’s about that time of the year when I take a look at the Lazy ETF portfolio aka the Couch Potato. Brief recap: Hypothetically invested
readMore on this portfolio here. Not doing so well! I chose not to re-invest the distributions* Profit/loss includes paid out distributions * Distributions = dividends
readThis is known as the “Couch Potato” approach, and you can read about my hypothetical portfolio here. I started tracking it in May 2007 and
readThere’s been some interest in my “lazy portfolio” recently. Canadian Business magazine probably ran their annual article on the “Couch Potato” investing. Not sure if
readThis is the year end result of my hypothetical portfolio I started on May 1: -1.3% (including dividends). It’s not especially spectacular or particularly bad,
readPerformance 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
readPerformance 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)
readI’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
readHere’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
read“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
readOn May 1st I started a very simple “lazy” portfolio, so I could measure how successful my trading is compared to this low-maintenance approach. Components
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