Canadian Capitalist Logo Dark
No Result
View All Result
Saturday, September 30, 2023
  • Login
  • Register
  • Home
  • Economy
  • Investing
  • Markets
  • Real Estate
  • Retirement
  • Tax Savings
  • Trivia
  • Resources
Subscribe
Canadian Capitalist Logo Light
  • Home
  • Economy
  • Investing
  • Markets
  • Real Estate
  • Retirement
  • Tax Savings
  • Trivia
  • Resources
No Result
View All Result
Canadian Capitalist Logo Mobile
No Result
View All Result
Home Uncategorised

Sleepy Mini Portfolio Q1-2013 Update (and TurboTax Online Giveaway)

by Ram Balakrishnan
April 18, 2013
Reading Time: 2 mins read
131 2
0
what is capital gains dividends
152
SHARES
1.9k
VIEWS
Share on FacebookShare on TwitterShare on Linkedin

The Sleepy Mini Portfolio has gained 6.7 percent my previous update. The Sleepy Mini Portfolio was launched in August 2007 with an initial investment of $1,000 with a target allocation of 20% bonds, 20% Canadian stocks, 30% US stocks and 30% International stocks to illustrate how a regular investment program can slowly build wealth over the long term. Another $1,000 was added to the portfolio every quarter since then for a total investment of $22,000 so far. Here’s how the portfolio looks as of April 18, 2013:

TDB909 – Canadian Bonds – $5,037 (19.0%)
TDB900 – Canadian Equities – $4,882 (18.4%)
TDB902 – US Equities – $8,336 (31.4%)
TDB911 – International Equities – $8,263 (31.2%)
Total – $26,518
Total Invested – $22,000

I’ve been a little bit tardy in adding new money to this portfolio. It’s better late than never, so let’s add another $1,000 to the portfolio and rebalance it to the original target allocation using this rebalancing spreadsheet. Here are the results:

Transactions

TDB909 – TD Canadian Bond Index (e-Series) – Buy units for $420.
TDB900 – TD Canadian Index (e-Series) – Buy units for $580.

It is interesting to note how market leadership has shifted from Canadian stocks and bonds to foreign stocks.

TurboTax Online Giveaway

Thanks to TurboTax Online, I am giving away four (4) online coupons for filing one (1) tax return with TurboTax Standard, Premier or Home & Business. To enter just leave a comment in this post and don’t forget to include a valid e-mail address. If you are reading this through your favourite RSS Reader or via-email, you have to click on the headline, get through to the website and scroll down to the bottom of the page and type in your comment.

Some quick rules:
(1) No purchase necessary. A skill-testing question may be required.
(2) Deadline for entries is 11:59 p.m. EDT on Friday, April 19, 2013.
(3) One entry per person please.
(4) I treat your privacy very seriously. Your email will be used for the sole purpose of contacting you if you happen to win.
(5) I’ll pick four (4) entries at random and announce the winner after the deadline. All decisions are final.

Related posts:

  1. Finding a Financial Advisor, Part 1
  2. Carnival of Debt Reduction # 19
  3. The Income Tax Cut is Better
  4. This and That
Share61Tweet38Share11

Get real time update about this post categories directly on your device, subscribe now.

Unsubscribe
Previous Post

New Currency Unhedged ETFs from iShares

Next Post

RBC and BMO Offer Cheaper Business Banking Options

Ram Balakrishnan

Ram Balakrishnan

Related Posts

Why you cant afford a house in Canada

Why You Can’t Afford A Home In Canada?

January 24, 2022
444
investing benefits
Investing

Finding a Financial Advisor, Part 1

June 19, 2021
2.1k
investing in bitcoin

Is it time to invest in Bitcoins again?

May 13, 2019
2k
when do reits liquidate
Uncategorised

Performance of Currency-Neutral S&P 500 Index Funds

January 19, 2014
2k
is mortgage interest tax deductible
Uncategorised

The 2013 Sleepy Portfolio Report Card

January 12, 2014
2k
how to buy individual stocks in canada
Uncategorised

Asset Class Returns for 2013

January 5, 2014
1.9k
Next Post
what happens to dividends in an etf

RBC and BMO Offer Cheaper Business Banking Options

Please login to join discussion
Canadian Capitalist

© 2022 Canadian Capitalist

Navigate Site

  • Home
  • Disclaimer
  • Privacy Policy
  • Advertisement
  • Contact Us

Follow Us

No Result
View All Result
  • Home
  • Economy
  • Investing
  • Markets
  • Real Estate
  • Retirement
  • Tax Savings
  • Trivia
  • Resources

© 2022 Canadian Capitalist

Welcome Back!

Sign In with Facebook
Sign In with Google
Sign In with Linked In
OR

Login to your account below

Forgotten Password? Sign Up

Create New Account!

Sign Up with Facebook
Sign Up with Google
Sign Up with Linked In
OR

Fill the forms below to register

*By registering into our website, you agree to the Terms & Conditions and Privacy Policy.
All fields are required. Log In

Retrieve your password

Please enter your username or email address to reset your password.

Log In
This website uses cookies. By continuing to use this website you are giving consent to cookies being used. Visit our Privacy and Cookie Policy.
two man and woman standing on doorway
The man who does not read has no advantage over the man who cannot read - Mark Twain