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.