Comments on: 2Q-2008 Report Card

By: Sleepy Portfolio 1Q-2011 Report Card « MoneySense

Sleepy Portfolio 1Q-2011 Report Card « MoneySense — Tue, 05 Apr 2011 14:12:43 +0000

[...] 2Q-2008 Report Card [...]

By: How many asset classes?

How many asset classes? — Mon, 08 Sep 2008 15:26:51 +0000

[...] A strong equity bias means that the maximum number of asset classes should be far less than 20. The Sleepy Portfolio, for instance, has only eight asset classes — cash, short-term bonds, real-return bonds, [...]

By: Linking Sunday Weight Loss Success Edition | Personal Finance Blog by Money Ning

Sun, 06 Jul 2008 15:31:17 +0000

[...] Always interested in other people’s portfolio so take a peek at Canadian Capitalist’s Q2 report card! [...]

By: Rob

Rob — Thu, 03 Jul 2008 03:21:36 +0000

>> it is best to stick to the original asset allocation plan and occasionally rebalance the portfolio.

Amen.

By: Canadian Capitalist

Canadian Capitalist — Thu, 03 Jul 2008 03:02:39 +0000

Pragmatic: We’re talking about asset classes here, not stocks where you want to “cut your losses” and “ride your winners”. I firmly believe that you cannot time the markets, so it is best to stick to the original asset allocation plan and occasionally rebalance the portfolio. Even if I didn’t sell a little bit of XIC, there is still excess cash to be deployed and the logical place is the asset classes that are below the target set out initially.

By: Pragmatic

Pragmatic — Wed, 02 Jul 2008 19:24:57 +0000

I’m not sure you should be adding to your losing positions at this time. The Canadian markets continues to be poised to go up and the US markets are poised to go down. You’re selling your winners to chase losers.

Although this strategy may *eventually* work, I think it’s still best to remain in Canada or other resource focused countries.

By: Canadian Capitalist

Canadian Capitalist — Wed, 02 Jul 2008 15:58:53 +0000

Actually, next week’s tour of ETFs will cover XIU/XIC followed by XSP and XIN in subsequent weeks.

By: Canadian Capitalist

Canadian Capitalist — Wed, 02 Jul 2008 15:34:07 +0000

Either would be a good choice. XIU is cheaper and more liquid but XIC is tracks the broad index and more importantly the weight of a single stock is capped at 10%.

By: Million Dollar Journey

Million Dollar Journey — Wed, 02 Jul 2008 14:46:07 +0000

CC, you may have answered this before, but why did you choose XIC over XIU?

By: Canadian Capitalist

Canadian Capitalist — Wed, 02 Jul 2008 14:04:33 +0000

Terry: It’s true that US Equities have performed poorly over the last 10 years – the total return for the S&P 500 in C$ is 2.09% compared to 9.5% for the TSX Composite and 5.1% for the MSCI EAFE.

But that isn’t the reason to give up because we don’t know which asset class will out perform or under perform in the next 10 years. And one thing is certain – we will be glad we held some asset classes and wish we hadn’t heard about some others. The trouble is it’s impossible to say which is which today. That’s why we diversify. If we know already which asset class would be a star performer, we would load up on it and forget about the others.