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.
