The September 2019 OSC fantasy growth and income portfolios are posted

It’s been a good year to be an investor so far.

The Ottawa Share Club fantasy growth portfolio is up nearly 14% year-to-date. The portfolio report can be found here.

The Ottawa Share Club fantasy income portfolio is up about 13.5% year-to-date. The portfolio report can be found here.

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.

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.

The June 2018 OSC content has been published

The material from the June 12, 2018 Ottawa Share Club meeting has been published. It includes:

  • Peter’s slides presented by Brad and Eric on the use of advisors through the investment lifecycle.
  • Peter’s appendix about the difference between a dealing representative and an advising representative.
  • Margot Pomerleau’s slides on how to work with a financial advisor.
  • A pamphlet from Margot Pomerleau’s firm on the complaints process for retail investors in Canada (bonus material).

See all the content here.

The decks from the April 2018 OSC meeting are posted

The decks from Mark Seed on DRIPping and from myself (Michael Patenaude) on the Q1 2018 OSC fantasy portfolios and sector allocations presented at the April 17, 2018 Ottawa Share Club meeting are posted here.

February 2018 content from the OSC meeting on retirement forecasting is posted

An extensive array of content is now available for planning your retirement courtesy of Fred May and Brad Forden who presented the material at the OSC session on February 13, 2018.

It includes Fred and Brad’s presentation, a link to Steven Brown’s Excel retirement forecasting tool, a link to Brad’s updates to Steven Brown’s tool, and four example forecasting scenarios that Fred and Brad presented at the meeting.

Please see the Ottawa Share Club members and guest page for the material (near top of the page) here.

Note: Brad is looking for feedback on the enhancements he’s made to Steven Brown’s forecasting tool. If you’d like him to work with you to do your retirement forecast and test the changes he’s made, please use the comments feature at the bottom of Brad’s page here and offer a paragraph description of what assistance you need. He is prepared to work with a couple of people only so please submit your request promptly.

The deck reviewing 2017’s performance of the OSC fantasy growth and income portfolios is available

Visit my OSC member page to obtain a PDF copy of my deck presented January 9, 2017 at the OSC meeting. It features the second annual review of the Ottawa Share Club fantasy and income portfolios.

Topics include:

  • —Performance vs. portfolios’ own objectives and benchmarks
  • —Asset allocation review
    • —Asset type
    • —Geography
    • —Sector
    • —Single security
  • —Best and worst performers
  • —Trades made to date and how they’ve worked out
  • Conclusion and discussion

The OSC fantasy growth and income reports as of December 31, 2017 are now posted

The OSC fantasy growth portfolio had a total return of 16.0% in 2017, and features a two-year total return of 26.8%. The 2017 performance beat the portolio’s stated total return objective of 9.1% (as it has for two years).

The OSC fantasy income portfolio had a total return of 9.7% in 2017, and returned 15.4% over the last two years. The 2017 total return exceeded the portfolio’s stated return objective of 5.5% (as it has for two years).

The OSC fantasy growth portfolio report for 2017 can be viewed here.

The OSC fantasy income portfolio report for 2017 can be viewed here.

June’s OSC fantasy growth portfolio trade was recorded in the trade log

I recorded the trade as voted on by OSC members at the December 12, 2017 meeting.

The trade was proposed by June. It was accepted by the Share Club.

Please note the fantasy growth and income portfolios (PDFs) will next be updated as of December 31, 2017 and will be presented at the January 2018 OSC meeting.

More here.

Jan’s research on ETFs for robotics, artificial intelligence and other disruptive technologies

After the last Share Club meeting featuring the topic of driverless cars, Jan, a Share Club Exec, has kindly provided his research into ETFs following robotics and artificial intelligence and other disruptive technologies.

His material is posted here on his Ottawa Share Club member page.

Don’t forget, much more OSC member and guest content is available here.

 

June’s December 12, 2017 proposal for the OSC growth portfolio was accepted

At the December 12 OSC meeting June proposed selling all of Emera and replacing it with PNC Financial services on the OSC fantasy growth portfolio. The change was accepted by vote of the membership.

Trades will be effective at close of business, per portfolio rules, five business days after the vote was taken.

Her presentation is here.

OSC December 12, 2017 presentations are posted

The presentations from the December 12 OSC meeting are posted.

See John Gosson’s autonomous driving material here. My notes with a few possible ETFs to consider are here.

See June’s OSC fantasy growth portfolio trade material here.

All available OSC member and guest content is posted here.

The OSC fantasy income portfolio trade from November 21, 2017 has been logged

I recorded the trade as voted on by OSC members at the November 21, 2017 meeting.

The trade was proposed by Dave. It was accepted by the Share Club.

Please note the fantasy growth and income portfolios (PDFs) will next be updated as of December 31, 2017 and will be presented at the January 2018 OSC meeting.

More here.

Dave’s OSC fantasy income portfolio change proposal was accepted November 21, 2017

At the November 21, 2017 Share Club meeting, Dave proposed replacing Footlocker with Diversified Royalty in the OSC fantasy income portfolio.

The members voted in favour of his proposal. See Dave’s page for the presentation deck.