[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 [...]
In the past 90 days, stock markets have advanced a little and the Sleepy Mini Portfolio now shows a modest gain over book value. The Sleepy Mini Portfolio was started with an initial investment of $1,000 in August 2007 and I add $1,000 to the portfolio every 90 days. Here’s how the portfolio components were [...]
[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 my previous update the Sleepy Mini Portfolio has slipped a little and now has a small loss of 0.7% over book value since inception. If you recall, I started the Sleepy Mini Portfolio with an initial investment of $1,000 in August 2007 and have been adding $1,000 to the portfolio every three months. Here’s [...]
[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 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 – [...]
With the stock markets continuing to trend higher since our last update, the Sleepy Mini Portfolio, a simple, passive portfolio constructed with low-cost, index funds, is now just shy of the break-even point — as of August 31, 2009, the Sleepy Mini Portfolio is less than 0.5% from its book value. TDB909 – Canadian Bonds [...]
I’ve been tardy in keeping the Sleepy Portfolio in line with the target allocation (cash — 5%, bonds — 20%, stocks — 70% and REITs — 5%), failing to rebalance earlier in the year. As a result, the low-risk part of the portfolio had a higher allocation compared to target and the portfolio missed out [...]
