March 2017 Update

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Arizona

Gramma

Celebrating Gramma’s 94th Birthday

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March Results

A mediocre month at best.  By mid-month the recent bull market looked intact, but as turmoil mounted in the US political system, the markets gave up all of the March gains.  Both Canadian and US markets were basically flat for the month (up 1% in Canada, down 1% in the US).   On a YTD basis the year still looks OK at almost 2% in Canada and 5% in the US.

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February 2017 update

 

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Back to Arizona

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February Results

US markets posted impressive gains in February posting YTD  gains in the 5 per cent range.  The Canadian market showed a small gain, after setting records earlier in the month before pulling back.  My US portfolio almost kept pace with a better than 4% gain, while my Canadian portfolio beat the TSX considerably with over 1% in growth. Continue reading

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January 2017 Update

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Escaping Winter

Writing in the sun

Blogging from Arizona

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January Results

In spite of some big slippage in the last week of January, it was quite a respectable month on the markets.  The TSX and Dow are up over half a percent and the S&P was up three times that. Continue reading

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December 2016 Investing Update

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Christmas in California.

Bakersfield

Time with the grandsons.

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December Results

A great way to end the year.  TSX up almost 1.5%,  Dow up over 3% and the S&P almost 2%, capping off a good year with over 17%, 13% and almost 10% respectively.  Quite refreshing after a dismal 2015 (December 2015 Report) and a scary start to 2016 (January 2016 update). Don’t expect 2017 to produce a repeat.  Just as there is seldom two consecutive bad years, there are seldom two consecutive stellar years.

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November 2016 Investing Update

One Month To Go

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Finally – some time at home

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With Grandson at Hockey

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November Results

What a ride November was.  The ending was good, but there were some tense moments.  The Dow gained over 5% for November, bringing it to 9.75% for the year.  Good showing after three consecutive losing months.  The S&P gained 3.42% for a YTD gain of 7.58%, putting it slightly above its previous high of 6.34% in July – again following three consecutive losing months.

The TSX rose as well, by a very respectable 2% for the month bringing its YTD gain to almost 16%.  This is turning into the best year in a long time for the Canadian market.

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October 2016 Investing Update

Two Months Left in 2016

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Regina and Winnipeg

October Travels – Regina and Winnipeg. Taking in some AHL hockey games in Winnipeg and family time in Regina.

 

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NOTEFeel free to share this blog with anyone you might think is interested.  It is open to all and is free – as is any advice I bestow – beware of free advice.

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October Results

The Canadian market rose this month, while the US markets dropped and the US dollar strengthened against the Canadian dollar.  My Canadian portfolio was up considerably more than the TSX; 2.3% gain on my Canadian portfolio vs 0.42% for the TSX.  My US portfolio was down 1.76% vs a drop on the S&P of 1.94%.  The stronger US dollar contributed to my overall gain of 1.54%.  Many of the big US stocks had large declines – eg T down 9%, VZ down 7%, MRK down 6%, PFE down 6%, EMR down7%, INTC down 7%.

On a YTD basis, my overall portfolio is up 12.57%.

 

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September 2016 Investment Report

Only three months left in 2016.

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September was our annual pilgrimage to Penticton to watch my son coach the Edmonton Oilers at the Young Stars Tournament.

penticton

September in British Columbia

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September Results

Markets were mixed for the month of September with the Canadian market (TSX) up just under one percent for a YTD gain of over 13 % and the US markets down up to one half a percent for a YTD gain of between 5 and 6%.

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