- Comments (8)
- Text Size: Down Up
moneysense.ca, 1/04/07
1Q-2007 Report Card
How time flies! It is already time to check how the Sleepy Portfolio is doing now that a quarter of the year has passed. The portfolio had a decent quarter increasing 2.2% in value. Surprisingly, even with the recent volatility in the markets, none of the asset classes has turned negative for the year.
![[Table showing value of Sleepy Portfolio at the end of 1Q-2007]](http://www.canadiancapitalist.com/images/2007/1q2007.jpg)
Our personal portfolios did slightly better than the benchmark and posted total returns of 3.1%. During the quarter, I made further progress on moving to a mostly indexed portfolio by initiating a position in XBB and VTI. About 30% of our portfolio is now indexed and two of the top five holdings are index funds.
moneysense.ca, 1/04/07
Pretty good, my portfolio was up 2.84% for the quarter.
As I told my wife, these short-term results are absolutely meaningless but if you have to look at them (I do), it’s nice when they are positive.
My personal numbers involve a bit of “cheating” because I made some nice profits on our ESPP plan, whereas the benchmark had no transactions.
OFF TOPIC:
Hey CanadianCapitalist,
I know you’re involved in the Carnival of Finance pretty heavily.
Would you like to get involved in the Canadian Tour of Personal Finance Blogs
This is for Canadian Bloggers only!
Sign up if you’re interested.
Monty: While I would definitely contribute and even host a few carnivals with Canadian Content, I am not too enthusiastic about carnivals anymore. They start out great but then degenerate into a long list of cut-and-paste jobs. Cheers!
So..
Will you get involved in the first few?
BTW…I understand the copy and paste thing.. Sometimes that’s not a bad thing.
I think that Canadian blogs need a little more exposure, even if it’s copy and paste. Yours obviously is nicely ranked , which is not the case for all the other canadian personal financial blogs!
Yes.. Cheers!
Great performance given the volatile market this year!
It would be nice if I can see the year-beginning value in the grid, so that I can tell the contributors of the 3.1%.
Thanks for sharing.
[...] Taking a page from the Book of Simon, a snippit from the Canadian Capitalist, and my own touch of desire for the exotic I hit up [...]
Well it’s a week later and our ytd return went from 2.84% to 4.45%.
Just another indication that the short term returns don’t mean much…although I do feel better this week with the larger return.