Portfolio performance

First columns represent investment of 100$ in PI vs S&P on january 1st 2008.

Year PI S&P 500 PI % S&P 500 % Diff Dif %
2008 95.5 55.5 -4,5% -44.5% 40 40%
2009 116 70 21.7% 25.46% 47 -3.76%
2010 167 78 44% 12,78% 89 37.22%
2011 151 77 -10% -0.97% 74 -9.06%
2012 160 88 6.41% 13.4% 72 -7.01
2013 225 140 40.63% 32.4% 84 8.28%
2014* 240 141 6.64% 0.24% 99 6.40%

* updated on 2014-01-16 Figures calculated in Canadian dollars. S&P figures are derived from iShares XSP (S&P hedged in canadian dollars). Amounts of S&P and PI includes dividends. This performance is for statistical tracking only and does not represent current portfolio performance but historical transaction performance.

4 comments on “Portfolio performance
  1. rijk says:

    fantastic record……

    just curious, how do you get to 12% return when your biggest holdings are all down between 5-20% in 2011?

    regards
    rijk

    • Dominic Nadeau says:

      The current holdings do not represent the holding history. I had other investment and some of the current holding where purchased after the 20 percent drop.

  2. rijk says:

    ftp 15% portfolio, owned jan 1, flat return oct 19….
    genc 15% portfolio, owned jan 1, flat return oct 19….
    jctcf 26% portfolio, owned jan 1, flat return oct 19….
    bby 10% portfolio, owned jan 1, flat return oct 19….
    psd 16% portfolio, owned jan 1, down 25% oct 19….
    ftp 15% portfolio, owned jan 1, up 6% oct 19….

    this covers 80+% of your portfolio, as i said, fantastic record,…. if it was true…..

    regards
    rijk

    • Dominic Nadeau says:

      I do not need to convince you of anything. This is a free blog and I do not sell anything. I use this to tack personnal performance and not to make a show out of it.

      I propose you look elsewhere for ‘cleaner’ records! 🙂

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