October 2019

Portfolio Performance (as of 31-Oct-19)

Portfolio / Benchmark	1M	3M	6M	1YR	2YR	3YR	5YR	10YR	Inception	YTD
Portfolio	0.3%	-2.9%	-7.1%	4.2%	10.5%	20.7%	15.1%	14.1%	13.3%	6.5%
S&P 500 (SPY)	1.5%	2.5%	2.1%	14.5%	11.9%	14.1%	14.0%	13.7%	12.2%	18.7%
TSX 60 (XIU)	-1.0%	1.4%	0.7%	13.8%	5.1%	7.4%	6.0%	6.2%	6.0%	15.6%
70/30 SPY/XIU Split	0.8%	2.2%	1.7%	14.3%	9.8%	12.1%	11.7%	11.5%	10.5%	16.3%
Complete Couch Potato	0.3%	2.0%	2.9%	13.0	6.6%	7.2	6.8	N/A	N/A	11.7%

_{^{*Performance in CAD; currency adjusted and based on personal contributions and withdrawals to and from the portfolio}}

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Top Holdings (as of 31-Oct-19)

Rank	Non-Index Rank	Holding	% of Portfolio
1	1	Intuitive Surgical (ISRG)	17.6%
2	2	Microsoft Corp. (MSFT)	7.4%
3	3	Mastercard Inc. (MA)	5.7%
4	4	Welltower Inc. (WELL)	5.6%
5	5	Altria Group Inc. (MO)	5.5%
6	6	Amazon Inc. (AMZN)	4.6%
7	7	Berkshire Hathaway Inc. (BRK.B)	4.4%
8	8	Teladoc Health Inc.	4.0%
9	9	Enbridge Inc. (ENB)	3.8%
10	10	Visa Inc. (V)	3.7%

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Portfolio Breakdown (as of 31-Oct-19)

Play Portfolio (as of 31-Oct-19)

Symbol	Company	Shares	Options	Portfolio Weighting	Posts
AMZN	Amazon Inc.	✓		4.6%	Posts
ANET	Arista Networks Inc.		✓	2.1%	Posts
BAD	Badger Daylighting Ltd.		✓	0.9%	Posts
BIDU	Baidu Inc.		✓	0.1%	Posts
BRK.B	Berkshire Hathaway Inc.	✓		4.4%	Posts
BZUN	Baozun Inc.	✓		0.9%	Posts
CAG	Conagra Brands Inc.	✓		0.0%	Posts
GEO	GEO Group Inc.	✓		1.7%	Posts
GH	Guardant Health Inc.	✓		0.4%	Posts
ISRG	Intuitive Surgical Inc.	✓		17.6%	Posts
MA	Mastercard Inc.	✓		5.7%	Posts
MKL	Markel Corporation	✓		3.1%	Posts
MSFT	Microsoft Corporation	✓		7.4%	Posts
SHOP	Shopify Inc.	✓		1.8%	Posts
TDOC	Teladoc Health Inc.	✓		4.0%	Posts
TTD	The Trade Desk Inc.	✓		2.1%	Posts
V	Visa Inc.	✓		3.7%	Posts
WELL	Welltower Inc.	✓		5.6%	Posts
ZS	Zscalar Inc.		✓	1.9%	Posts

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Monthly Transactions

Add/Removes	Securities
New Adds	N/A
Increase Exposure	Zscalar Inc. (ZS) – Posts
Sells (Completely)	Nintendo Co Ltd. (NTDOY) – Posts
Reductions	Conagra Brands Inc. (CAG) – Posts