“Lazy Canadian ETF” Portfolio Update – Almost 4 Years Later $$
This is known as the “Couch Potato” approach, and you can read about my hypothetical portfolio here. I started tracking it in May 2007 and finished a year and a half later.
This “lazy” method seems to be popular in Canada, and is profiled in many financial magazines almost every year. Truly, it’s the land of the extremes – either full-on penny stock speculation, or boring index fund investing 🙂
Here’s a look at how that initial $10,000 is doing now. Note:
- I chose not to re-invest the distributions.
- Profit/loss includes paid out distributions.
- Commissions are excluded because they’d be like $5 for the initial buy-in, doesn’t affect anything.
Here’s a visual representation of the same. I assume the “amount invested” is going down because of the inflation.
CDN Composite (XIC) – 45%
CDN S&P 500 (XSP) – 25%
CDN MSCI EAFE (XIN) – 30%
Approximately $10,000 one-time in May 2007.