21.Jan.2012 Passive portfolio tweaks 2011
I’ve posted several times previously about my investment portfolio, but I thought I’d update regarding a few tweaks I’ve made in the last year. The main inspiration for the tweaks comes from reading Rick Ferri’s book All About Asset Allocation — I finally found a book that laid out the main aspects of portfolio selection in a [...]
16.Jan.2011 Passive Portfolio Performance, 2010
My post last year on my passive portfolio generated a lively conversation, so I thought I’d follow up with a few further thoughts on investment over the last year. But first, a quick glance at the performance of the portfolio I showed last year. Basically, a slower year: 6.2% return overall, with none of last year’s extraordinary post-recession performances, and a drag from the various European crises (VEA).
This is, however, no longer my target portfolio. I’ve made a few minor adjustments: [View original post for full story.]
12.Jan.2010 A passive Canadian’s portfolio
After years of procrastinating, I’ve finally got my finances in order and done my homework on investment. I thought I’d write up a bit of my strategy for anyone interested or wiser than me. I was relatively uninvested during the Fall 2008 credit crisis, and saw an ideal opportunity to get in and make some [...]
