Performance

This blog reflects the research and holdings of my personal portfolio. I aim to invest my modest savings over the next 30+ years. I started managing my portfolio actively in December 2007-- and that was just months after I read the Intelligent Investor.
This is my record since that period.

As of Dec 31,    Portfolio %Chg    S&P %Chg

2008             -27.01%           -41.00%
2009              67.43%            27.87%
2010              79.89%            12.74%
2011               1.66%             0.00%

Notes: (1) The portfolio reflects the fair value of securities as of end of last business day of the year. They represent the highest bid available, which may grossly underestimate the last traded price in case of some securities with very high bid/ask spreads. (2) Over time, the portfolio will suffer or benefit from cash redemption (life events, like getting married or buying a car) or windfalls. (3) I use the S&P500 as the benchmark, even though I have large exposure to Canada. S&P TSX wouldn't be a good benchmark because it is overweight with commodity based businesses, which doesn't reflect the portfolio mix. (4) The portfolio is tracked in Canadian dollars, even though it is composed with a mixture of US and Canadian securities.