Portfolio Performance (as of 28-Feb–19)
Portfolio / Benchmark | 1M | 3M | 6M | 1YR | 2YR | 3YR | 5YR | 10YR | Inception | YTD |
---|---|---|---|---|---|---|---|---|---|---|
Portfolio | 8.9% | 9.5% | -0.1% | 14.6% | 22.0% | 28.4% | 18.9% | 16.1% | 15.1% | 11.3% |
S&P 500 (SPY) | 3.7% | 0.8% | -2.2% | 7.6% | 10.4% | 14.2% | 14.3% | 13.5% | 11.9% | 7.9% |
TSX 60 (XIU) | 2.9% | 5.3% | 0.0% | 7.4% | 5.4% | 11.0% | 6.1% | 6.0% | 5.8% | 11.7% |
70/30 SPY/XIU Split | 3.5% | 2.1% | -1.6% | 7.6% | 8.9% | 13.3% | 11.9% | 11.3% | 10.2% | 9.0% |
Complete Couch Potato | 1.5% | 2.4% | -0.7% | 3.6% | 4.9% | 7.5% | 6.2% | N/A | N/A | 4.5% |
Top Holdings (as of 28-Feb-19)
Rank | Non-Index Rank | Holding | % of Portfolio |
---|---|---|---|
1 | 1 | Intuitive Surgical (ISRG) | 16.3% |
2 | 2 | Arista Networks Inc. (ANET) | 8.1% |
3 | Claymore S&P/TSX Canadian Preferred Share ETF (CPD) & BMO Laddered Pref Share Index (ZPR) | 6.2% | |
4 | 3 | Mercadolibre Inc. (MELI) | 4.8% |
5 | 4 | Mastercard Inc. (MA) | 4.7% |
6 | 5 | Amazon Inc. (AMZN) | 4.3% |
7 | 6 | Berkshire Hathaway Inc. (BRK.B) | 4.2% |
8 | 7 | American Tower Corp. (AMT) | 3.7% |
9 | 8 | Microsoft Corp. (MSFT) | 3.5% |
10 | 9 | Visa Inc. (V) | 3.1% |
11 | 10 | Align Technology Inc. (ALGN) | 2.7% |
Portfolio Breakdown (as of 28-Feb-19)
Play Portfolio (as of 28-Feb-19)
Symbol | Company | Shares | Options | Portfolio Weighting | Posts |
---|---|---|---|---|---|
AKAM | Akamai Technologies Inc. | ✓ | 0.1% | Posts | |
ALGN | Align Technology Inc. | ✓ | ✓ | 2.7% | Posts |
AMT | American Tower Corporation | ✓ | 3.7% | Posts | |
AMZN | Amazon Inc. | ✓ | 4.3% | Posts | |
ANET | Arista Networks Inc. | ✓ | ✓ | 8.1% | Posts |
BABA | Alibaba Group Holding Limited | ✓ | 1.7% | Posts | |
BIDU | Baidu Inc. | ✓ | 1.9% | Posts | |
BRK.B | Berkshire Hathaway Inc. | ✓ | 4.2% | Posts | |
COHR | Coherent Inc. | ✓ | 1.4% | Posts | |
GH | Guardant Health Inc. | ✓ | 0.7% | Posts | |
IQ | iQIYI Inc. | ✓ | 1.4% | Posts | |
ISRG | Intuitive Surgical Inc. | ✓ | 16.3% | Posts | |
MA | Mastercard Inc. | ✓ | 4.7% | Posts | |
MELI | MercadoLibre Inc. | ✓ | 4.8% | Posts | |
MKL | Markel Corporation | ✓ | 2.6% | Posts | |
MSFT | Microsoft Corporation | ✓ | 3.5% | Posts | |
SHOP | Shopify Inc. | ✓ | 2.5% | Posts | |
SQ | Square Inc. | ✓ | 2.5% | Posts | |
TCEHY | Tencent Holdings Limited | ✓ | 2.7% | Posts | |
TDOC | Teladoc Health Inc. | ✓ | 2.0% | Posts | |
TTD | The Trade Desk Inc. | ✓ | 2.1% | Posts | |
UPWK | Upwork Inc. | ✓ | 1.5% | Posts | |
V | Visa Inc. | ✓ | 3.1% | Posts |