Since my previous update the returns of the Sleepy Mini Portfolio has been, well, sleepy. The portfolio has more or less stayed at the steady level for the past three months and shows a modest 1.9% gain over book value since inception. Here’s how the portfolio components were valued as of February 28, 2010:
TDB909 – [...]
[Note: I started the Sleepy Portfolio in 2005 to benchmark my personal portfolio, which was then invested mostly in individual stocks. The portfolio started off with an initial cash infusion of $100,000 but no new money has been added since. The portfolio has the following asset allocation: 5% cash, 15% short bonds, 5% real return [...]
Since our last update, the Sleepy Mini Portfolio, a simple, passive portfolio constructed with low-cost index mutual funds, has made modest gains. As of November 30, 2009, the portfolio has a 2.8% gain over book value:
TDB909 – Canadian Bonds – $1,829.71 (19.8%)
TDB900 – Canadian Equities – $1,904.05 (20.6%)
TDB902 – US Equities – $2,796.20 (30.2%)
TDB911 – [...]
