Tuesday, September 11, 2007

Retirement NestEgg at the Close of Sept 4, 2007

-Up 1.7% from last month
-Up 8.6% in 2007

TRP – 4.04%
ABX – 4.19%
CSH.UN –3.38%
GWO – 4.96%
PFE – 3.87%
POW – 4.52%
BA.UN – 0.4%
L – 3.75%
UNS – 2.81%
GZ – 2.25%
TD – 13.8%
EIT.UN – 2.81%
JNJ – 5.68%
MMM -4.22%
ZED – 0.55%
GO.A – 3.03%
ATD.B – 4.04%
O'Shaughnessy’s Global Fund – 3.95%
American Growth Fund – 1.01%
Canadian Value Fund – 3.67%
Small Cap Growth Fund – 4.1%
Chou Associates Fund – 10.41%
Health Science Fund – 0.89%
Money Market Fund – 7.6%

There were no big changes (either up or down) in my portfolio this month. Stocks that I am watching this month are WAG, BMO, BNS and IPL.UN.

4 comments:

MG said...

I thought you sold Barrick?

Middle Class Millionaire said...

I did sell ABX. This was just a case of me being lazy. I did my portfolio calculation on Sept 4th and sold ABX on the 6th. But just didn't have time to post my portfolio update until today...sorry for the confusion.

MG said...

oh, right....my mistake..

QUALITY STOCKS UNDER 5 DOLLARS said...

Nice nest egg.