Sleepy Mini Portfolio Q2-2013 Update + MORE Jul 16th

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Sleepy Mini Portfolio Q2-2013 Update

– canadiancapitalist.com

Sleepy Mini Portfolio Q2-2013 UpdateSince my my previous update, the Sleepy Mini Portfolio has gained 5.95 percent. The Sleepy Mini Portfolio was launched in August 2007 with an initial investment of $1,000 with a target allocation of 20% bonds, 20% Canadian stocks, 30% US stocks and 30% International stocks. The portfolio was designed to illustrate how a regular investment program can slowly build wealth over a life time of saving and investing. Another $1,000 was added to the portfolio every quarter since then for a total investment of $23,000 so far. Here’s how the portfolio looks as of July 15, 2013:
TDB909 – Canadian Bonds – $5,298 (18.2%)
TDB900 – Canadian Equities – $5,772 (19.8%)
TDB902 – US Equities – $9,342 (32.0%)
TDB911 – International Equities – $8,745 (30.0%)
Market value – $29,157
Total Invested – $23,000
I’m going to add another $1,000 to the portfolio and rebalance it to the original target allocation using this rebalancing spreadsheet. Here are the results:
Transactions
TDB909 – TD Canadian Bond Index (e-Series) – Buy units for $733…

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