Wednesday, December 5, 2007

Retirement Nest Egg at the Close of Dec 3, 2007

-up 1.4% from last month
-up 7.9% in 2007
-CDN 64%
-U.S. 32%
-International 4%

TRP - 4.37%
CSH.UN - 4.24%
GWO - 4.91%
PFE - 5.12%
POW - 4.52%
BA.UN - 0.37%
WAG - 3.37%
L - 2.81%
UNS - 2.50%
GZ - 2.06%
TD - 14.29%
EIT.UN - 2.49%
JNJ - 5.95%
MMM - 3.65%
C - 3.06%
ATD.B - 3.35%
BCE - 5.77%
O'Shaughnessy’s Global Fund - 3.78%
American Growth Fund - 0.95%
CDN Value Fund - 3.44%
Small Cap Growth Fund - 4.01%
Chou Associates Fund - 10.06%
Money Market Fund - 4.92%

I made a few changes over the last month, I initiated a half position in C and took a full position in BCE. The 1.4% increase in my portfolio was a result of contributions and not share appreciation. Discounting my contributions in November my nest egg was actually down 2% from the end of October and up only 5.9% in 2007. The majority of the decline was a result of the underperformance of three of my holdings L, ATD.B and CSH.UN. I will continue to watch all three of my decliners and am considering selling L for tax reasons and switching into WN.

1 comment:

QUALITY STOCKS UNDER 5 DOLLARS said...

Nothing like a nice secure nest egg.