Background: I started the Sleepy Portfolio in 2005 to benchmark my personal portfolio, which at that time was mostly invested in individual stocks. The portfolio started off with an initial outlay of $100,000 but no new money has been added since. This is not a model portfolio; it reflects investment returs that can be obtained [...]
You won’t know it from the wild swings experienced by the stock markets in the recent past but the Sleepy Mini Portfolio gained 1.65% since my previous update. To be fair, it should be pointed out that the portfolio showed gains for the last quarter only after the significant rally of the past couple of [...]
Background: I started the Sleepy Portfolio in 2005 to benchmark my personal portfolio, the bulk of which was invested in individual stocks at that time. The portfolio started off with an initial cash infusion of $100,000 but no new money has been added since. This is a real world portfolio: every transaction is made at [...]
Since my previous update roughly three months back, the Sleepy Mini Portfolio has lost 6.4% of its value due to sizable corrections experienced by stock markets around the world. Every stock fund in the portfolio dropped in value but bonds fulfilled their role of providing a ballast. Recall that the portfolio started out with an [...]
I started the Sleepy Portfolio in 2005 to benchmark my personal portfolio, the bulk of which was then invested 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 a target allocation of 5% cash, 15% short bonds, 5% real [...]
The Sleepy Mini Portfolio gained 1.21 percent since my previous update roughly three months back. The portfolio started out with an initial investment of $1,000 in August 2007 and $1,000 is added to the portfolio every quarter: TDB909 – Canadian Bonds – $3,393 (20%) TDB900 – Canadian Equities – $3,315 (19.6%) TDB902 – US Equities [...]
I started the Sleepy Portfolio in 2005 to benchmark my personal portfolio, the bulk of which was then invested 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 a target allocation of 5% cash, 15% short bonds, 5% real [...]
The Sleepy Mini Portfolio gained another 5.1 percent since my previous update approximately one quarter back. The portfolio was started with an initial investment of $1,000 in August 2007 and it is assumed that periodic savings of $1,000 is added to portfolio every quarter. Here’s how the portfolio components were valued as of February 28, [...]
[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 [...]
The Sleepy Mini Portfolio returned 4.7 percent since my previous update. The portfolio was started with an initial investment of $1,000 in August 2007 and I assume that savings of $1,000 are added to the portfolio every 90 days. Here’s how the portfolio components were valued as of November 30, 2010: TDB909 – Canadian Bonds [...]
