It’s more than a year since I tidied up the Sleepy Portfolio and with the recent turmoil in the stock markets, the allocations have begun to significantly diverge from their targets. The portfolio’s holdings in cash and bonds are now 31.6% compared to a target of 25%. The worst performing asset class has been the [...]
The Sleepy Mini Portfolio lost ground, falling 4.3% since our last update in May. The current portfolio holdings are:
TDB909 – Canadian Bonds – $819 (21.2%)
TDB900 – Canadian Equities – $760 (19.7%)
TDB902 – US Equities – $1,187 (30.8%)
TDB911 – International Equities – $1,094(28.3%)
Total – $3,859
It is exactly one year since the Sleepy Mini Portfolio was launched [...]
The Sleepy Portfolio continued to tread water in the second quarter of 2008 losing 1.08% through the quarter. The only winner was Canadian equities with XIC posting an 8% gain from the first quarter. Foreign equities had a poor quarter — US equities were down about 5%, EAFE markets were down 6.3% and emerging markets [...]
