Portfolio Performance (as of 31-May-19)
Portfolio / Benchmark | 1M | 3M | 6M | 1YR | 2YR | 3YR | 5YR | 10YR | Inception | YTD |
---|---|---|---|---|---|---|---|---|---|---|
Portfolio | -5.4 | -2.1% | 7.1% | 10.2% | 15.7% | 24.7% | 17.9% | 15.2% | 14.3% | 8.6% |
S&P 500 (SPY) | -5.5% | 1.9% | 2.7% | 8.3% | 9.0% | 12.9% | 14.2% | 13.3% | 11.8% | 9.8% |
TSX 60 (XIU) | -3.0% | 1.7% | 7.1% | 4.3% | 6.1% | 8.5% | 5.8% | 6.0% | 5.8% | 13.4% |
70/30 SPY/XIU Split | -4.8% | 1.8% | 4.0% | 7.1% | 8.2% | 11.6% | 11.8% | 11.2% | 10.1% | 10.9% |
Complete Couch Potato | -1.3% | 2.7% | 6.6% | 5.5% | 5.2% | 7.1% | 6.6% | N/A | N/A | 9.2% |
Top Holdings (as of 31-May-19)
Rank | Non-Index Rank | Holding | % of Portfolio |
---|---|---|---|
1 | 1 | Intuitive Surgical (ISRG) | 15.4% |
2 | 2 | Arista Networks Inc. (ANET) | 10.6% |
3 | 3 | Microsoft Corp. (MSFT) | 7.0% |
4 | 4 | Mastercard Inc. (MA) | 5.7% |
5 | 5 | Amazon Inc. (AMZN) | 5.0% |
6 | 6 | Welltower Inc. (WELL) | 4.6% |
7 | 7 | Berkshire Hathaway Inc. (BRK.B) | 4.5% |
8 | 8 | Enbridge Inc. (ENB) | 4.2% |
9 | 9 | Shopify Inc. (SHOP) | 3.8% |
10 | 10 | Visa Inc. (V) | 3.6% |
Portfolio Breakdown (as of 31-May-19)
Play Portfolio (as of 31-May-19)
Symbol | Company | Shares | Options | Portfolio Weighting | Posts |
---|---|---|---|---|---|
AKAM | Akamai Technologies Inc. | ✓ | 0.1% | Posts | |
AMZN | Amazon Inc. | ✓ | 5.0% | Posts | |
ANET | Arista Networks Inc. | ✓ | ✓ | 10.6% | Posts |
BAD | Badger Daylighting Ltd. | ✓ | 0.8% | Posts | |
BIDU | Baidu Inc. | ✓ | 0.2% | Posts | |
BRK.B | Berkshire Hathaway Inc. | ✓ | 4.5% | Posts | |
CELG | Celgene | ✓ | 2.1% | Posts | |
GH | Guardant Health Inc. | ✓ | 0.9% | Posts | |
IQ | iQIYI Inc. | ✓ | 1.0% | Posts | |
ISRG | Intuitive Surgical Inc. | ✓ | 15.4% | Posts | |
MA | Mastercard Inc. | ✓ | 5.7% | Posts | |
MKL | Markel Corporation | ✓ | 2.7% | Posts | |
MSFT | Microsoft Corporation | ✓ | 7.0% | Posts | |
NTDOY | Nintendo Co Ltd. | ✓ | 1.0% | Posts | |
SHOP | Shopify Inc. | ✓ | 3.8% | Posts | |
SQQQ | ProShares UltraPro Short QQQ | ✓ | 1.0% | Posts | |
TCEHY | Tencent Holdings Limited | ✓ | 2.8% | Posts | |
TDOC | Teladoc Health Inc. | ✓ | 3.3% | Posts | |
TTD | The Trade Desk Inc. | ✓ | 2.2% | Posts | |
V | Visa Inc. | ✓ | 3.6% | Posts | |
WELL | Welltower Inc. | ✓ | 4.6% | Posts |
Monthly Transactions
Add/Removes | Securities |
---|---|
New Adds | Badger Daylighting Ltd. (BAD) – Posts Nintendo Co Ltd. (NTDOY) – Posts Welltower Inc. (WELL) – Posts |
Increase Exposure | Microsoft Corporation (MSFT) – Posts Teladoc Health Inc. (TDOC) – Posts |
Sells (Completely) | Align Technology Inc. (ALGN) – Posts Alibaba Group Holding Limited (BABA) – Posts Coherent Inc. (COHR) – Posts MercadoLibre Inc. (MELI) – Posts Western Digital Corporation (WDC) – Posts |
Reductions | N/A |