I’ve posted the deck on hedging and the deck on the Q3 2018 OSC fantasy portfolio reviews on the Ottawa Share Club members page here.
I’ve posted by September 2018 quarterly portfolio review. We’re behind on our total return target so far this year. Find our more here.
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.
I’ve published my second quarter of 2018 portfolio review. In it I discuss my current take on managing our household portfolio, some of the trades I’ve recently made and my thoughts for the rest of the year.
See my review here.
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.
I’ve completed my first quarter portfolio review.
Quite a difference from last year so far. Our household portfolio is flat so far this year. That’s a bit better than some of the major indexes, but not all.
I have a link in my review to some evidence that markets in the US might be soft until the mid-terms, and then could rebound a lot. So hopefully things will improve as the year progresses.
Find out more here.
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.
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.
- Performance vs. portfolios’ own objectives and benchmarks
- Asset allocation review
- Asset type
- Single security
- Best and worst performers
- Trades made to date and how they’ve worked out
- Conclusion and discussion
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.
Three presentations from OSC members made at the October 2107 meeting are now posted:
- Peter McMurtry’s presentation on Understanding Financial Statements
- Peter #1’s presentation (in collaboration with myself, Michael Patenaude) on the third quarter review of the OSC fantasy growth and income portfolios
- Peter #1’s OSC fantasy portfolio trade proposals
These presentations and other OSC member content can be found here.