Initial Value $50,000.00
March 11, 2008
Update Value $48,745.94
October 29, 2018
By Gordon Pape
In the year since the portfolio was launched, we are down 2.5%. The S&P/TSX Composite is down 5.9% over the same period so we?re better on that score. But we?re well short of achieving our target goal, which is a point and a half better than the best five-year GIC rate.
The asset mix is quite conservative. Just over 58% of the portfolio is invested in bonds, preferred shares, and cash. Another 24% is in banks and insurance companies, which should rally as rates move higher.
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