Here are the numbers compared to a few benchmarks (I've done a bit of rounding and used a couple of ETFs that track the benchmarks so my numbers may be off a percent or so but the big effects are what I am after):
- -21% My portfolio in Canadian dollars
- -35% TSX in Canadian dollars
- 6% DEX Canadian Bond Index
- -37% S&P 500 (US stock index) in US dollars
- 6% US Aggregate Bond Index in US dollars
- -42% MSCI EAFE (Europe, Australasia, Far East) Index - various foreign currencies
- the 19% decline in the value of the Canadian dollar against the USD, which boosted the value, or more precisely limited the losses of US holdings in CAD terms
- the presence of bonds whose gains offset some of the huge equity losses
No comments:
Post a Comment