Portfolio Update – March 2017 (+1.7%, Currency +0.6%)

Key Gainers & Losers After last month’s great performance from equally great earnings, March turned out to be pretty tame by comparison as the portfolio turned out pretty even after accounting for currency.  Shopify (SHOP) continued added another month of double digit gain and Apple (AAPL)‘s 5% gain was enhanced to 15% by the options we hold.…

Portfolio Update – February 2017 (+9.2%, Currency +1.9%)

Key Gainers & Losers With tons of earnings reported in this month, February 2017 showed perhaps why the rally isn’t all about Trump; and more about companies actually showing earnings growth.  The portfolio was up 9.2% helped by a 1.9% gain due to currency alone.  Great earnings took the spotlight this month as Apple (AAPL), Bank of America…

Portfolio Year In Review – 2014

  Another new year brings another review of last year’s portfolio – I’ve been particularly delayed as I’m gathering more data points and looking at performance a little more closely this year.   Similar to last year’s disclaimers, here are the ones for this year: No tax / margin / interest / commission costs incorporated in the…

Calculating Portfolio Returns

  Late last year, my broker (TD Direct Investing) finally introduced online performance tracking – something that was sorely lacking. After all, investors should know what their portfolio performance has been.  If you can’t measure how well your portfolio is performing, how do you know whether or not you are investing wisely.  Are you investments doing…

2013 Portfolio Year In Review

As every diligent investor should do (whether or not you’re a novice or a pro), you should be looking at your portfolio on a regular basis (at least once a year) to see how its been doing and any adjustments that need to be made. I’m at fault for not having done this in the…