My December 2017 annual portfolio review is now posted

Our portfolio beat it’s own target return objective in 2017: 7.82% vs. 7.00%, (or about 12% better than planned), and our asset allocations ended up mostly in line with what I expected.

We also beat our benchmark: 7.82% vs. 6.37% (or about 23% better than our benchmark).

See how it worked out in more detail here.

Author: Michael

staff@money4retirement.ca

Leave a Reply