Wednesday, October 10, 2007

Retirement Nest Egg at the Close of Oct 09, 2007

-no change from last month
-up 8.6% in 2007

TRP – 4.25%
CSH.UN – 2.90%
GWO – 5.05%
PFE – 3.7%
POW – 4.45%
BA.UN – 0.41%
L – 3.76%
UNS – 2.87%
GZ – 2.51%
TD – 14.02%
EIT.UN – 2.74%
JNJ – 5.69%
MMM – 4.15%
ZED – 0.44%
ATD.B – 3.7%
O'Shaughnessy’s Global Fund – 3.97%
American Growth Fund – 0.98%
Canadian Value Fund – 3.77%
Small Cap Growth Fund – 4.21%
Chou Associates Fund – 10.12%
Money Market Fund – 16.31%

Last month was unusually active for me (although still quite boring by many peoples standards). I sold GO.A just before their 10% drop, took some profits in ABX (sold too early) and finally decided to unload an underperforming Health Science Fund that I’d purchased almost a decade ago before I really knew anything about investing. These transactions have left me with about 16% of my portfolio sitting in cash. This month I will probably be initiating a position in WAG and will continue to keep an eye on ATD.B, IPL.UN, IIC, TOC, GO.A

4 comments:

  1. up 8.6%, how much of that is because of new money?

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  2. I am surprised that you still hold Loblaws. Are you in this name for the long term? What is your rationale for holding on to this dog?

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  3. Why did you keep Accrete over? Galleon

    ReplyDelete