My YTD Performance is 10.94%
Out of that: Capital Gain: 8.02% and dividends: 2.85%
As 57% of my money is is USD$ stocks/ETFs, exchange rate change has 3.39% impact on my capital gain growth, so actually my stocks rose 4.63% but because CAD$ fell, total capital gain calculated in CAD$ is 8.02%.
I am addicted to my investment numbers and very happy that I can see them any day in such detail...
At the start of the year I was in 39 positions. Now I hold "just" 21 different stocks/ETFs - I am simplifying and moving to Canadian Couch Potato strategy.
Out of that: Capital Gain: 8.02% and dividends: 2.85%
As 57% of my money is is USD$ stocks/ETFs, exchange rate change has 3.39% impact on my capital gain growth, so actually my stocks rose 4.63% but because CAD$ fell, total capital gain calculated in CAD$ is 8.02%.
I am addicted to my investment numbers and very happy that I can see them any day in such detail...
At the start of the year I was in 39 positions. Now I hold "just" 21 different stocks/ETFs - I am simplifying and moving to Canadian Couch Potato strategy.