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  1. Tim
    Jun 06 - 11:26 pm

    I am curious as to how you calculated the 1.21% return since your last quarter? Could you please post a sample calculation?

  2. Canadian Capitalist
    Jun 07 - 9:45 am

    @Tim: At the end of last quarter after adding $1,000 to the account, the Portfolio had a value of $16,737. At the end of this quarter, prior to adding new money, the value was $16,941. The gain therefore is ($16,941/$16,737) – 1 or 1.21%.

  3. Tim
    Jun 07 - 11:20 pm

    Thank you for the response.

    Is it important to maintain the 20% bonds, 20% Canadian stocks, 30% US stocks and 30% international stocks mix? Would you ever adjust the percentages, for example increase your Canadian stock content and decrease your US stock content?

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