Portfolio Performance (as of 30-Jun-18)
| Portfolio / Benchmark | 1M | 3M | 6M | 1YR | 2YR | 3YR | 5YR | 10YR | Inception | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.1% | 6.4% | 14.4% | 27.7% | 35.9% | 18.2% | 20.8% | 16.1% | 15.0% | 14.4% |
| S&P 500 (SPY) | 2.4% | 5.8% | 7.7% | 16.0% | 16.8% | 13.9% | 17.4% | 14.3% | 12.5% | 7.7% |
| TSX 60 (XIU) | 2.0% | 7.0% | 2.1% | 11.4% | 11.7% | 7.6% | 8.6% | 6.7% | 6.4% | 2.1% |
| 70/30 SPY/XIU Split | 2.3% | 6.2% | 6.0% | 14.7% | 15.3% | 12.1% | 14.8% | 12.1% | 10.9% | 6.0% |
| Complete Couch Potato | 0.9% | 2.3% | 2.3% | 7.2% | 7.6% | 6.3% | 7.9% | N/A | N/A | 2.3% |
Top Holdings (as of 30-Jun-18)
| Rank | Non-Index Rank | Holding | % of Portfolio |
|---|---|---|---|
| 1 | 1 | Intuitive Surgical (ISRG) | 15.1% |
| 2 | Claymore S&P/TSX Canadian Preferred Share ETF (CPD) & BMO Laddered Pref Share Index (ZPR) | 9.2% | |
| 3 | 2 | Amazon Inc. (AMZN) | 4.7% |
| 4 | 3 | MasterCard Inc. (MA) | 4.3% |
| 5 | 4 | Berkshire Hathaway Inc. (BRK.B) | 4.1% |
| 6 | 5 | Square Inc. (SQ) | 4.0% |
| 7 | 6 | Align Technology Inc. (ALGN) | 3.9% |
| 8 | 7 | Apple Inc. (AAPL) | 3.6% |
| 9 | 8 | Tencent Holdings Ltd. (TCEHY) | 3.3% |
| 10 | 9 | Mercadolibre Inc. (MELI) | 3.3% |
| 11 | 10 | American Tower Corp. (AMT) | 3.2% |
Portfolio Breakdown (as of 30-Jun-18)
Play Portfolio (as of 30-Jun-18)
| Symbol | Company | Shares | Options | Portfolio Weighting | Posts |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | ✓ | 3.6% | Posts | |
| AKAM | Akamai Technologies Inc. | ✓ | 0.5% | Posts | |
| ALGN | Align Technology Inc. | ✓ | ✓ | 3.9% | Posts |
| AMT | American Tower Corporation | ✓ | 3.2% | Posts | |
| AMZN | Amazon Inc. | ✓ | Posts | ||
| ANET | Arista Networks Inc. | ✓ | ✓ | 1.8% | Posts |
| BABA | Alibaba Group Holding Limited | ✓ | 2.0% | Posts | |
| BAC | Bank of America Corporation | ✓ | 0.4% | Posts | |
| BRK.B | Berkshire Hathaway Inc. | ✓ | 4.1% | Posts | |
| COHR | Coherent Inc. | ✓ | 1.7% | Posts | |
| FB | Facebook Inc. | ✓ | 2.1% | Posts | |
| IQ | iQIYI Inc. | ✓ | 0.7% | Posts | |
| ISRG | Intuitive Surgical Inc. | ✓ | 15.7% | Posts | |
| MA | Mastercard Inc. | ✓ | 4.3% | Posts | |
| MELI | MercadoLibre Inc. | ✓ | 3.3% | Posts | |
| MKL | Markel Corporation | ✓ | 3.0% | Posts | |
| MSFT | Microsoft Corporation | ✓ | 2.2% | Posts | |
| PRLB | Proto Labs Inc. | ✓ | 2.5% | Posts | |
| SHOP | Shopify Inc. | ✓ | 1.3% | Posts | |
| SQ | Square Inc. | ✓ | 4.0% | Posts | |
| SWKS | Skyworks Solutions Inc. | ✓ | 2.1% | Posts | |
| TDOC | Teladoc Health Inc. | ✓ | 0.9% | Posts | |
| TECHY | Tencent Holdings Inc. | ✓ | 3.3% | Posts | |
| TRI | Thomson Reuters Corp. | ✓ | 0.1% | Posts | |
| V | Visa Inc. | ✓ | 2.9% | Posts |
Fearless Cal's Investment Journal 