Sleepy Mini Portfolio Q4-2009 Update
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 – $2,796.20 (30.2%)
TDB911 – International Equities – $2,720.25 (29.4%)
Total – $9,250
Total Invested – $9,000
The Sleepy Mini Portfolio demonstrates the power of sticking to an investing strategy even when markets are crashing around us. And even though the markets have made a tremendous recovery, we should continue to stick to the investing program. In that spirit, we’ll once again add another $1,000 to the portfolio and rebalance it back to the target asset allocation — 20% bonds, 20% Canadian stocks, 30% US stocks and 30% International stocks. The rebalancing spreadsheet shows how to carve up the new money between the four TD e-Series funds.
Transactions:
TDB909 – TD Canadian Bond Index (e-Series) – Buy units for $220.33
TDB900 – TD Canadian Index (e-Series) – Buy units for $145.99.
TDB902 – TD US Index (e-Series) – Buy units for $278.86.
TDB911 – TD International Index (e-Series) – Buy units for $354.81.
Investing that does not fear the few basis points lost to the Harmonized Sales Tax!
Related Reading:
- Sleepy Mini Portfolio Q3-2009 Update
- Sleepy Mini Portfolio Q2-2009 Update
- Sleepy Mini Portfolio Q4-2008 Update
- Sleepy Mini Portfolio Q3-2008 Update
- Sleepy Mini Portfolio Q2-2008 Update
Sleepy Mini Portfolio Q4-2009 Update is brought to you by Canadian Capitalist — Helping you to invest & prosper.
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