In this edition, I’ll walk through how the portfolio performed in 2025, what worked (and what didn’t), and how I’m thinking about positioning the portfolio going forward. How Did the Portfolio Do? In real Canadian dollars, the portfolio gained 23.1%, which is a very strong result—especially since this figure includes currency losses. For investment measurement, … Continue reading Annual Portfolio Review – 2025
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In this Newsletter, I will share how the portfolio did in 2024 and continue the discussion about setting out my future portfolio strategy. I have already started to make changes to the portfolio with some new positions as well as some exits. How Did The Portfolio Do? That is often a complicated question. In real … Continue reading Marc’s 2024 Annual Performance Review
2022 was a bad year for investors, but I’m going to let you in on a little secret that might make you feel better. You can still win in a losing year. Yes… even if you’ve lost money. The game is one of relativity, not Einstein’s version… but financial relativity.
Originally published December 13, 2021 Market Observations What a wild month it has been. The portfolio started to catch up in all the downward volatility only to fall even further behind when the market ran back up. Some of you also noticed that when the market went up, it did not bring everyone along for … Continue reading Know Your Portfolio’s Weaknesses
Originally published January 3, 2021 It is that time of the year -time to review your portfolio. I understand from some of you that it's difficult to do this, especially if you don't take note of your balances on or around January 1. To make it even more difficult, most trading platforms do not provide … Continue reading Review Your Portfolio
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