The updated OSC fantasy growth and income portfolio 2018 performance deck is posted

The deck on the 2018 performance of the two OSC fantasy portfolios that was presented on March 12, 2019 is now posted.

The deck has a slide at the end about how much difference 10 weeks can make in the markets.

There was a typo on the 2016 fantasy income portfolio returns that has been corrected as well.

See the deck here along with other member content from the Ottawa Share Club.

OSC fantasy growth and income portfolio 2018 performance deck is posted

The deck on the 2018 performance of the two OSC fantasy portfolios that was to be presented on February 12, 2019 is now posted. The deck may be presented at a future meeting since the February 12 meeting was cancelled due to bad weather.

The deck has a slide at the end about how much difference six weeks can make in the markets.

See the deck here along with other member content from the Ottawa Share Club.

Annual performance for my secular trends fantasy portfolio is now posted

I’ve posted the annual performance review for my secular trends fantasy portfolio which consists of nine ETFs representing thematic investment opportunities.

2018 was not kind to the portfolio (down around 10%) but cyber-security was a particular bright spot, up about 7%. More here.

My annual portfolio review and updated household investment plan are now posted

I’ve posted my annual portfolio review as well as an updated version of my household investment plan.

My annual review shows a small gain in our portfolio for 2018, well ahead of major North American indexes. More here.

The updates to my household investment plan feature continued focus on sequence of returns risk and asset allocations based on “buckets” along with a reduction in our target portfolio performance going forward as we start to glide into retirement. More here.

The December 31, 2018 year-end reports for the OSC fantasy growth and income portfolios are posted

Here are the December 2018 Ottawa Share Club fantasy growth and income portfolio reports:

OSC Executive Member Brad has updated the Steven Brown Retirement Forecaster tool

Brad has made some updates to Steven Brown’s Retirement Forecaster Excel spreadsheet tool (version  2.7.3).

The changes he’s made are improved accuracy with the calculations for CPP Survivor Benefits and CPP Death Benefit.

See Brad’s member page here for more..

The OSC fantasy portfolio reports for the second quarter of 2018 are available

The Ottawa Share Club fantasy growth and income portfolio reports as of June 30, 2018 are now posted.

The fantasy growth portfolio has been doing very well year-to-date and overall:

  • Up 7.3% year-to-date
  • Up 38.0% since inception (January 1, 2016)

The fantasy income portfolio is in positive territory this year (and overall) but has lagged the growth portfolio (as one might expect):

  • Up 1.1% year-to-date
  • Up 16.7% since inception (January 1, 2016)

See the OSC fantasy growth portfolio page here and the OSC fantasy income portfolio page here.

Second quarter secular trends fantasy portfolio results are now posted

With the second quarter completed, I’ve updated my secular trends fantasy portfolio performance report.

It’s been a strong year so far for the overall performance, but some themes are doing much better than others.

The total portfolio has delivered a 5.89% total return so far this year. The leaders are Amplify Online Retail ETF (IBUY), up ~25% and ETFMG Prime Cyber Security ETF (HACK), up ~17%.

The laggards are Vanguard FTSE Emerging Markets ETF (VWO), down ~7% and iShares Global Clean Energy ETF (ICLN), down ~5%.

By contrast, my secular trends benchmark is up only ~1% year to date. Other major indexes have total returns year to date as follows:

  • NASDAQ (QQQ) +10.6%
  • S&P 500 (SPY) +2.52%
  • TSX Composite (XIC) +1.14%
  • Dow Jones Industrial Average (DIA) -0.91

So, secular investing this year so far has done fairly well even though performance varies widely by theme. See the full performance report here.