Someone asked about my long term, year over year return on my portfolio's.
My TFSA account has averaged about 9 ~ 10% return. That is over a 5 year period.
MY RRSP has existed much longer, but done much worse. Since inception, I have averaged around 3~4% return [which is average for the retail investor].
But because of recent performance, for the last four years, it has bumped up a bit, to 5.45% annualized return.
But, I've really only implemented and really applied my 5% rules this year.
A fed up investor creates and manages his own portfolio and ranks it against experts, the TSE index and a well known mutual fund.
Tuesday, November 18, 2014
Monday, November 17, 2014
Of course, the question, the whole point of this blog is; has my portfolio done as well as or better than the TSE index and well known mutual funds.
I'm not sure about well known mutual funds, but here is its ranking against the S&P TSE composite index and the S&P 500 index.
Performance, year to date:
S&P TSE composite index. Up 8.9%
S&P 500 index. Up 17.2%
My self directed rrsp. Up 23%.
I'm not sure about well known mutual funds, but here is its ranking against the S&P TSE composite index and the S&P 500 index.
Performance, year to date:
S&P TSE composite index. Up 8.9%
S&P 500 index. Up 17.2%
My self directed rrsp. Up 23%.
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