April 2018 Investment Update

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April Travels

April Picture

Road trip to Regina and Winnipeg

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April Results

Finally an “up” month.  The Canadian market showed good growth, at over one and a half percent, but is still down almost 4% on the year.   US markets were higher by a quarter percent but are also in still in negative territory for the year.  2018 is shaping up to be a mediocre year at best.

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March 2018 Investing Update

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Middle East – Final Installment

Living in Doha

This is the fifth and final book in the series “Living in the Middle East”. It covers the period from 2011 to 2014 and contains all of our blog entries during our time in Doha, Qatar.  The Kindle version of this book is available FREE from March 31 to April 1, 2018.  Just click on the image.

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March Results

A big jump on the last trading day of the month kept the markets from complete disaster, but it was still pretty bad.  Dramatic changes in U.S. economic and trade policies have tanked the world markets for two straight months.

The US markets dropped by 3.7% (DJIA) and 2.7% (S&P) in March.  Year to date indexes are down 2.5% (DJIA) and 1.2% (S&P).   The Canadian market is down less than 1/2 % on the month for a YTD loss of over 5%.

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February 2018 Update

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Trying to Escape the Cold and Snow

Winter in Victoria

A bitter cold, snow-filled Calgary winter had us wanting to escape.  Due to heath insurance issues, we could not go south this year, so we picked Victoria, BC, as the warmest (relatively) Canadian city in winter.  The day we arrived they had a rare blizzard, leaving us no better than if we stayed home.  Fortunately within two days the weather improved to normal.

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February Results

What a ride!!.  How about that dip at the end?  See the next section for a more thorough discussion of market ups and downs.

The Canadian market was down over 3% for the month and almost 5% for the first two months.  My Canadian portfolio matched almost exactly the TSX.

The US markets were down about 4% for the month bringing the YTD gains to between 1% and 1.5%.  My US portfolio was just below the markets for the month and is about 1% below the markets, YTD.

My total portfolio was down about 3 1/2% on the month and YTD not counting foreign exchange fluctuations.  However, the strengthening US dollar brought my portfolio to about a 2% loss both for the month and YTD.

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January 2018 Update

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Volume II

2005 and 2006

Read about years 3 and 4 in the United Arab Emirates

Volume I is available in hard copy and Kindle.  Volume II is available in hard copy with the Kindle version coming out sometime in February.  Volume III and IV are in progress, and will conclude our time in the UAE at the end of 2010.  There will be at least two additional volumes describing our time the Doha, Qatar from 2011 to 2014.

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January Results

It was a great month!! It was a terrible month!! Both statements are true,  and both statements are false – depending on where you have your money.  The Canadian market had a dismal January with the TSX down about 1.6%.  However the US market continued its streak with a gain of over 5 1/2%. Another downside for Canadian investors was that any money you have in the US markets lost an additional 2% because of the stronger Canadian dollar (falling US dollar),

With 40% of my investments in US stocks (35% without FX), I received almost the full effect of the strong US market, but lost almost half of that gain due to the increase in the Canadian dollar.  The Canadian blue chips lost more than the general market, resulting in my Canadian portfolio losing more than the TSX.  But given the exceptional performance of my Canadian portfolio in 2017, I can handle a one month set back.

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December 2017 Update

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What was it like?

Volume I of our life in the Middle East

Documenting our adventures – we lived in the Middle East from 2003 to 2014.  I am publishing a full account of our experiences in the form of our blog entries made at the time.  Volume I (2003-2004) is now available.  Hopefully I will get the next volumes published throughout the first half of 2018.

As a New Year’s gift to readers, this book is available FREE on Kindle on January 6 and January 7.  Just click the picture above to take you there.

All of my other books will be available FREE on Kindle at various times during January 2018:

https://www.amazon.com/Brian-Borgford/e/B0088L0ULC/

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December 2017 Results

My Canadian portfolio was just behind the TSX with a small gain of just over 1/2 % with the market gaining almost 1%.  However my YTD result, at 10.75%, was well ahead of the TSX annual gain of 6%.

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November 2017 Update

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A Slice of History

Biography of my Grandfather

Finally Finished. It started as an idea in 2013. Then in 2014 I embarked on almost three years of extensive research. For the past year I have been writing, revising and editing. My Grandfather’s biography is now complete.

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November Results

AND another great month.  The Canadian market grew a modest quarter of a percent on the month for a respectable, but low 5% on the year.  However, my Canadian portfolio grew by almost one and a quarter percent for almost 10% year-to-date – in line with my 15 year average.

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October 2017 Investing Update

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Author visit – California

Author Visit

My book “Pepper” was assigned reading at my grandsons’ school. I was invited to talk to the students and sign copies of my book.

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October Results

Another good month.  All markets saw a significant increase – anywhere from 2.5% to 4.3%.  On a YTD basis markets are up anywhere between 5% and 18%.

My Canadian portfolio is ahead of the market with a 2.65% gain on the month for a YTD gain of 8.7%.  My US portfolio continues to lag the major markets as I have no exposure to the hot US financial stocks and I have a couple of under-performing holdings.  But I still have a gain of 10% YTD.

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