Initial Value $24,875.52
February 20, 2012
Update Value $44,951.68
February 18, 2019
By Gordon Pape
This portfolio contains a mixture of ETFs, mutual funds, common stocks, and REITs. That means the only way you can replicate it is by having a self-directed RRSP with a brokerage firm, either full-service or discount. The initial portfolio value is based on an investment of about $25,000.
Our bond holdings did somewhat better in the latest period as market rates slipped as both the Federal Reserve Board and the Bank of Canada indicated a pause in rate hikes.
The overall portfolio registered a modest gain of $874.61 for the period, or 1.9%. In the seven years since this portfolio was launched the average annual gain is 9.1%. That’s in excess of our target, despite the weak returns of the past year.
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