Archive for October, 2005

3Q-2005 Report Card

October 1, 2005

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The Sleepy Portfolio had another stellar quarter advancing 4.5% over the previous quarter. Just like the previous quarter Canadian Equities, REITs, Emerging Markets and US mid-caps posted the biggest gains.

My personal portfolio returned 6.1% over the same period, driven largely by gains in E*Trade (NYSE: ET), CAE Inc. (TSX: CAE), Canadian Natural Resources (TSX: CNQ), Altria Group (NYSE: MO) and AGF Management (TSX: AGF.NV). PFE and BUD were the major laggards falling about 8%. Over the quarter, I bought some more Anheuser-Busch (NYSE: BUD) and Home Depot (NYSE: HD) and finally got rid of Nortel (TSX: NT) and JDS-Uniphase (TSX: JDU).

YTD my portfolio is up 11.4% compared to the Sleepy Portfolio’s 9.4% gain. My aim is to beat my benchmark by 1-2% over the long-term and this year, it’s so far, so good.