Investing

Couch potato investing for the last 12 years - tracking my progress

  • Last Updated:
  • Jul 24th, 2017 3:28 pm
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Newbie
Jul 20, 2009
99 posts
1 upvote
Montreal
New couch potato investor here and this is where I stand as of today . What do you experts make of it? I am 90% in passive investing TD e-series (25% each fund) and 10% active in TD science and tech and TD dividend growth. Not planning to sell any of these funds in the coming few years.

Monthly Return History Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Total Return — — — — — — — 0.00 2.96 6.97 2.14 -1.04

Personal Return — — — — — — — 0.00 2.33 6.97 0.91 3.63

Index Return — — — — — — — - 0.41 1.34 0.44 -1.33 0.33

Show Holding Details




Trailing Total Returns

Return Intraday 1-Week 1-Month 3-Month YTD 1-Year 3-Year (Ann.) 5-Year (Ann.) 10-Year (Ann.) Since
Purchase
(Ann.)

Total 0.00 -0.38 -1.15 7.50 11.33 — — — — 11.33

Personal 0.00 -0.38 3.66 9.87 13.25 — — — — 13.25

Index 0.00 1.01 -0.12 -1.21 0.35 — — — — 0.35
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Deal Addict
User avatar
Dec 14, 2006
2842 posts
138 upvotes
Montreal
GucciCharms wrote:
Jun 29th, 2017 1:51 pm
Getting destroyed. Mind you I only started on the CCP setup back in February 2017, so not very long in comparison to every veteran CCP investor in this thread. All I know is all the gains I earned since February have disappeared recently in the last couple of months. It will probably hurt further tomorrow with today's market issues lol.
Same here, getting destroyed as well, all gains all gone and going in the negative right now, but hey, it's part of the game, will go back up!

I am using the assertive model portfolio
I was there at the 32$ price error at dell.ca day AND at the 150$ off price error at fs.ca
RFD price error moto: "Buy now, think later." -Ahzuz
Jr. Member
User avatar
May 3, 2015
134 posts
36 upvotes
Ahzuz wrote:
Jun 30th, 2017 9:34 am
Same here, getting destroyed as well, all gains all gone and going in the negative right now, but hey, it's part of the game, will go back up!

I am using the assertive model portfolio
Just means it's a good time to buy more right? ;)
Member
Apr 5, 2017
234 posts
21 upvotes
MikeZ13 wrote:
Jun 30th, 2017 12:23 pm
Just means it's a good time to buy more right? ;)
No one knows.

Same here for me, all negative, big loss
Member
User avatar
Mar 27, 2011
365 posts
155 upvotes
Toronto
Yeah, it's all part of the process.

Good time to inject more!
[OP]
Deal Addict
Oct 1, 2006
1593 posts
491 upvotes
Montreal
No, no, no. You guys are young and just started to invest. You should pray for a crash. Market crashes are Christmas presents for young investors. As long as you keep investing, a crash could make you very rich.
Deal Fanatic
User avatar
Apr 16, 2006
5850 posts
313 upvotes
I pulled out most (90%) of my couch potato investments on Friday....NOT because of the market downturn, but because I'll be using the funds in about 8 weeks to buy a house.

Sadly, I wished I had pulled out a few weeks ago. I would have had an extra ~$300 at my disposal....whatever. I'm still up in both my RRSP and TFSA CCP accounts, so I can't complain too much. My "losses" were just less gains....I was still up in any event.

I'll be going back to CCP probably in October after we get settled in the new home and after we get a better idea of what our finances will look like for a few months.
Member
Jan 14, 2010
485 posts
83 upvotes
gekaizer wrote:
Jun 29th, 2017 1:01 pm
Curious, how is everyone's portfolio performance YTD? Experiencing a slight correction?
Up 4.8% since Jan 1/17 with my very rudimentary rate of return calculation (current value - 2016 year end value - 2017 $ put in / 2016 year end value). Was up over 6% at one point a couple months ago.

My asset allocation is somewhere between balanced and assertive: 30% FI (a little VAB, mostly GICs), 20% Can (VCN), 50% ex-Can (VXC).

Kids' RESP is +2.1% with 80%FI, 7% VCN, 13% VXC (we are close to initiating cashing out, hence the conservative weighting).
Deal Addict
Jul 15, 2009
1065 posts
259 upvotes
XIC (TSX) return is +12.26% over the past year, +1.48% YTD.

VFV (S&P 500 in CAD) return is +20.56% over the past year, +9.16% YTD.

VXC (Global ex-Canada) is +21.28% over the past year, +11.79% YTD.

How can anyone complain about that?

Investing in stocks means there will be great times like we've been experiencing recently and times that are much worse.
Deal Addict
User avatar
Sep 14, 2008
1505 posts
196 upvotes
Winnipeg
gekaizer wrote:
Jun 29th, 2017 1:01 pm
Curious, how is everyone's portfolio performance YTD? Experiencing a slight correction?
[OP]
Deal Addict
Oct 1, 2006
1593 posts
491 upvotes
Montreal
gekaizer wrote:
Jun 29th, 2017 1:01 pm
Curious, how is everyone's portfolio performance YTD? Experiencing a slight correction?
Pretty good.

- Rate of return (YTD): 6.4%
- Increase in networth: 76.5k
NW03JUL2017.png
Deal Addict
User avatar
Sep 1, 2013
1382 posts
305 upvotes
New Tecumseth, ON
Ismellofhockey wrote:
Jul 3rd, 2017 9:34 am
Did you just turn $10k into over $1,000,000 in 12 years?
That graph includes new contributions, which was hundreds of thousands since he's started.
Just because you can doesn't mean you should.

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