Current Holdings – March 2017 (Archive)

¬†Portfolio Performance (as of 31-Mar-17) Portfolio/Benchmark 1M 3M 6M 1 Yr 2 Yr 3 Yr 5 Yr Data Available (2007) Portfolio 1.7% 13.4% 24.6% 35.3% 12.3% 18.2% 22.3% 12.9% S&P 500 (SPY) 0.2% 3.8% 11.9% 21% 11.4% 17.1% 19.2% 13.9% TSX 60 (XIU) 1.1% 1.1% 8.0% 16.5% 4.4% 6.7% 8.2% 7.5% 70/30 SPY/XIU split 1.0%…

Current Holdings – February 2017 (Archive)

¬†Portfolio Performance (as of 28-Feb-17) Portfolio/Benchmark 1M 3M 6M 1 Yr 2 Yr 3 Yr 5 Yr Data Available (2007) Portfolio 9.2% 15.4% 24.5% 42.0% 10.3% 16.7% 22.2% 12.8% S&P 500 (SPY) 6.3% 6.6% 11.1% 19.6% 12.2% 17.2% 19.6% 13.9% TSX 60 (XIU) 0.1% 2.6% 8.2% 24.6% 4.4% 6.7% 8.0% 7.4% 70/30 SPY/XIU split 4.5%…

Current Holdings – January 2017 (Archive)

¬†Portfolio Performance (as of 31-Jan-17) Portfolio/Benchmark 1M 3M 6M 1 Yr 2 Yr 3 Yr 5 Yr Data Available (2007) Portfolio 2.6% 12.7% 18.7% 22.1% 8.9% 14.7% 18.4% 10.8% S&P 500 (SPY) -1.3% 4.3% 5.5% 12.9% 10.1% 16.2% 18.2% 13.1% TSX 60 (XIU) 1.1% 4.2% 8.7% 25.3% 5.2% 7.8% 8.1% 2.9% 70/30 SPY/XIU split -0.6%…