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.

Brad’s updates to Steven Brown’s retirement forecaster tool are now available

Brad updated Steven Brown’s Retirement Forecaster Excel spreadsheet tool (version  2.7.2). The changes are as follows:

Version 2.7.2 provides support for defined benefit (DB) pension plans with a Bridge Benefit (such as the Fed Government or Ontario Teachers) and the accompanying DB Survivor pension. Detailed input instructions are provided on the Instructions sheet, under the Instructions section.

You may access the material on Brad’s page here.