Initial Value $24,875.52
February 20, 2012
Update Value $43,496.32
August 14, 2017
By Gordon Pape
It was a difficult period for this portfolio. Bonds were soft, and our equity positions did not perform up to expectations. The total value of our holdings ended the period at $44,511.10, down $115.49 (0.0025%) from the August review.
I never like to see any slippage in an RRSP. Fortunately, the loss was minimal and over the past full year the portfolio was ahead 6.3%. In the six years since this portfolio was launched the annual gain is 10.07%. That?s still well in excess of our target.
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