Archives: Exchange-traded Fund (ETF) Portfolio

Below are links to the archives to the Sample ETF Portfolio and summaries from prior quarters.

When investing we are always having to deal with future unknown events and outcomes, but with the power of hindsight we can often gain a greater understanding of an investment approach that can aid us with future investment decisions. By reviewing the portfolio and summaries from past quarters, you can judge for yourself if the discussions and concerns were relavent or not, at the time they were writen.

Note: The following links to the archives are intended to provide practical examples of the application of the InvestingForMe financial and investment management process. They are not investment recommendations or solicitations to invest.

Portfolio Review: June 30, 2016

For the 12 months ending June 30, 2016, the Sample ETF portfolio increased in value by $812.50 - for a positive 2.08% rate of return. 

For the same period, the S&P/TSX Composite Index had a negative 3.36% rate of return and the S&P/TSX Composite Total Return Index (which includes all dividends and distributions paid during the period) gave investors a negative 2.27% rate of return.

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Portfolio Review: March 31, 2016

There were no changes made during the quarter and no commentary for the period.

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Portfolio Review: December 31, 2015

There were no changes made during the quarter and no commentary for the period.

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Portfolio Review: September 30, 2015

There were no changes made during the quarter and no commentary for the period.

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Portfolio Review: June 30, 2015

Adjusting for contributions, the Sample Exchange Traded Fund portfolio increased in value by $141.72 - for a positive 0.425% rate of return, for the 12 months ending June 30, 2015 

For the same period, the S&P/TSX Composite Index had a negative 3.913% rate of return and the S&P/TSX Composite Total Return Index (which includes all dividends and distributions paid during the period) gave investors a negative 1.85% rate of return.

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Portfolio Review: March 31, 2015

No changes were made during the quarter.

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Portfolio Review: September 30, 2014

There were no changes made during the quarter and no commentary for the period.

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Portfolio Review: June 30, 2014

Our IFM Sample ETF Portfolio just completed its 1st year of operation on June 30, 2013, and so now seems like a good time to review its performance to date and discuss our next options in terms of where the market looks like it’s headed on the basis of past market cycles.

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Portfolio Review: March 31, 2014

Currently stock markets around the world have pushed past previous market peaks and continue to push for new highs. History demonstrates that as stock markets break to new highs investors are best served by focusing on their long-term asset allocation and re-balancing frequently. Investors that allow greed to dictate their asset allocation often suffer outsized investment losses when stock markets eventually peak out.

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Portfolio Review: December 31, 2013

There were no changes made during the quarter and no commentary for the period.

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Portfolio Review: September 30, 2013

Yes, interest rates have risen recently. But we maintain our belief that interest rates will remain low and are not on the verge of a new, long-term, rising trend. We attribute the recent increase in interest rates to the U.S. Federal Reserve’s May statement that they would begin to decrease (Taper) the amount of bonds and Mortgage Backed Securities (MBS) purchased each month through their Quantitative Easing (QE) program.

With reference to the Federal Reserve’s QE program, we continue to believe:

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Sample ETF Portfolio: The Beginning - June 30, 2013

The following Sample ETF Portfolio was started on June 28, 2013 with $25,000.00 invested. All income distributions received are credited to the account and maintained as a cash balance. The income is assumed to be retained and reinvested by the portfolio, as per the Investment Policy Statement (IPS).

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