Comments on: Sleepy Mini Portfolio Q1-2009 Update

By: badcaleb

badcaleb — Thu, 03 Sep 2009 03:35:46 +0000

CC, what is the diff between the Sleepy Portfolio vs. Sleepy Mini Portfolio? I thought the Sleepy Portfolio was your personal and the Mini was your benchmark. Is that correct? Thanks.

By: Sleepy Mini Portfolio Q2-2009 Update | Canadian Capitalist

Sleepy Mini Portfolio Q2-2009 Update | Canadian Capitalist — Tue, 02 Jun 2009 02:23:34 +0000

[...] 1st, 2009 · When I last posted an update on the Sleepy Mini Portfolio, a simple, passive portfolio built out of low-cost, index mutual [...]

By: John

John — Sat, 14 Mar 2009 17:50:52 +0000

I also just keep buying and rebalancing

But if you want to get really analytical compare the value of your portfolio to a risk free (i.e. 5 year GIC rate). It takes a bit of spread sheet magic.

I also use the spread sheet XIRR formula to give me a real picture of what is happening.

By: Weekly Dividend Investing Roundup - March 14, 2009 | The Dividend Guy Blog

Weekly Dividend Investing Roundup - March 14, 2009 | The Dividend Guy Blog — Sat, 14 Mar 2009 11:01:58 +0000

[...] The sleepy portfolio [...]

By: SkepticalInvestor

SkepticalInvestor — Sat, 14 Mar 2009 03:49:04 +0000

@Phil S

Agree with you, posters here seem really optimistic to me. The U S may still fall into a depression or 10 year no-growth recession – and I don’t see how the Canadian economy grows without US growth.

I held on through the tech bust (didn’t have tech stocks though) but this time looks different. Don’t want to sell and turn a paper loss into a real loss but I’m considering selling some funds to get into beat-up areas like commodities and emerging markets.

By: Canadian Personal Finance Blog » Blog Archive » Random Thoughts: Bye Bye Bernie

Fri, 13 Mar 2009 10:47:26 +0000

[...] Capitalist mentioned to me about the importance of rebalancing even in tough times, and he had an update for the Sleepy Portfolio (that I actually use in one of my RRSP accounts). The re-balancing spreadsheet is very [...]

By: Increasing equity allocation in severe bear markets

Increasing equity allocation in severe bear markets — Thu, 12 Mar 2009 04:51:01 +0000

[...] to an earlier post, a few readers have wondered if I have considered increasing the equity component of the portfolio [...]

By: CanadianFinance

CanadianFinance — Wed, 11 Mar 2009 04:18:42 +0000

Adeem Zafar, the e-series are web only mutual funds with a lower management expense ratio (MER)… it’s worth the extra effort to get it set up and is a great way to invest!

By: Brian

Brian — Wed, 11 Mar 2009 01:33:34 +0000

Scott: the attractiveness of TD’s efunds is that these funds track the major market indexes at the lowest possible costs (for a fund that is, with etfs you can get much cheaper).

Your right that some of these indexes have performed poorly, but over the long term, these index’s will outperform the majority of actively managed funds.

PL: I wouldn’t say that your crazy given your investment time horizon, but only you know how much of a loss you can handle.

By: Adeem Zafar

Adeem Zafar — Wed, 11 Mar 2009 00:46:44 +0000

Hi there. I see you have invested in the TD e-series index funds and I am curious, what is the difference between the e-series and the i-series?