Tuesday, July 3, 2007

Retirement Nest Egg at the close of June 30, 2007.

-Down 2.5% from last month.
-Up 9.1% in 2007.

TRP – 3.96%
ABX – 3.72%
CSH.UN – 3.41%
GWO – 4.72%
PFE – 3.97%
POW – 3.41%
BA.UN – 0.4%
L – 4.27%
UNS – 2.8%
GZ – 2.82%
TD – 13.77%
EIT.UN – 3.05%
JNJ – 5.66%
MMM -4.16%
ZED - 0.74%
GO.A – 3.21%
O'Shaughnessy’s Global Fund – 4.01%
American Growth Fund – 1.02%
Canadian Value Fund – 3.88%
Small Cap Growth Fund – 4.28%
Chou Associates Fund – 10.68%
Health Science Fund – 0.88%
Money Market Fund – 10.29%

Well this has been one of my worst months so far as my portfolio is down 2.5% from last month. This is mainly due to currency appreciation and a general decline in the market. I am going to continue to hold all my positions and will begin to look at accumulating more shares if the market declines further.

5 comments:

Anonymous said...

What happened with the bond you held?

Middle Class Millionaire said...

I should have mentioned that... my bond matured in the middle of June.

Deborah said...

So, what are the percents? The amount up or down since???, asset allocation???

They don't look like 2.5% down, nor do they look like 9.1% up...

Anonymous said...

Good mixtures of stocks, should do well in the long run.

EFT Income
http://etfincome.blogspot.com/

QUALITY STOCKS UNDER 5 DOLLARS said...

Retiremnat comes much sooner than you might think.