eResearch | The Portfolio has performed much better since our last update on October 24. At that time, the Portfolio’s value was $572,000 and now it is $602,000. Its all-time high of $628,000 was recorded on April 23 but there have been a few runs at that level since then.
20.4% Gain YTD
Our initial investment was $500,000, so the Portfolio is ahead by 20.4%, which includes dividends received and trading profits. As it so happens, the S&P/TSX Composite Index is up an identical 20.4% since the beginning of the year and this includes dividends as well.
Worst and Best Performers
Only 2 of 9 stocks in the Portfolio, being NFI Group and Vermilion Energy, are “under water”. The best performers are AltaGas up 43.3% and Kinaxis up 23.8%. Canada Goose has gone into another tail-spin. The stock has been up and down like a yo-yo all year. Fairfax Financial Holdings rallied strongly recently and is now back in positive territory. We will watch this one closely and will take advantage of any suitable opportunity for an exit.
Here are the stocks in the Portfolio …
… and here is the Portfolio’s performance.
You can read our entire report here: TopTen_110819
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