Comments on: Sleepy Mini Portfolio Q3-2008 Update

By: Sleepy Mini Portfolio Q2-2010 Update | MoneySense

Sleepy Mini Portfolio Q2-2010 Update | MoneySense — Thu, 03 Jun 2010 11:49:12 +0000

[...] Sleepy Mini Portfolio Q3-2008 Update [...]

By: Rob

Rob — Thu, 04 Sep 2008 13:58:08 +0000

You could pick the actively managed funds based on what you’d personally pick if you HAD to choose active management. Just a thought. I also agree on the tax calculation requirement (for non-sheltered plans only of course).

By: Canadian Personal Finance Blog » Blog Archive » Toronto Dominion Bank Bungles Another One

Thu, 04 Sep 2008 06:59:27 +0000

[...] had actually asked to ensure I had access to the E-Funds (that the Canadian Capitalist uses in his Sleepy Portfolio) that are ONLY available through the web, yet no sign of the account, on the Web [...]

By: Canadian Capitalist

Canadian Capitalist — Wed, 03 Sep 2008 23:29:15 +0000

Rob: I would be open to tracking a portfolio of actively managed funds but the problem is selection: who picks the funds to represent various asset classes? Also, it is important to reflect turnover with pre-tax and after-tax returns if funds are replaced in the future.

By: Rob

Rob — Wed, 03 Sep 2008 16:28:52 +0000

CC – any chance you would back date the same data to buy a similar portfolio of actively managed funds and compare the performance as you go? Sort of an actively managed benchmark? Could be interesting?

By: Big Cajun Man

Big Cajun Man — Wed, 03 Sep 2008 10:23:54 +0000

CC:

I plan on adopting this portfolio for a new RRSP I will be opening thanks to my severance, so it should be interesting.

C8j

By: Canadian Capitalist

Canadian Capitalist — Wed, 03 Sep 2008 02:42:48 +0000

DAvid: No, of course, not

4 investments of $1,000 had been made every three months to the Sleepy Mini Portfolio over the past year and the market value before the latest addition was $3,859 for a 3.5% loss. Actually, my first sentence isn’t accurate. During the last update, the portfolio was up 1.1% since inception but is now down 3.5%. So, the loss over the past 3 months is more than 3.5%. I’ll correct the error.

By: DAvid

DAvid — Wed, 03 Sep 2008 02:30:21 +0000

CC,
Does your -3.5% return include your additional investments through the year? I would not consider the growth of a portfolio to include the contributions to it, as the portfolio is no longer comparable to any benchmark. For instance, if I added $25,000 to a 50,000 portfolio mean I had a 50% return?

DAvid