July 2016 Update

 

California meets Calgary in Regina

Tony

One of the few times I get to visit with my son.

 

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July Results

Both the Canadian and US markets had great months in the range of 3% or more.  This brings the TSX to 12% YTD and the US markets at 6%, making for what could be a good year if there are no major pullbacks.

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June 2016 Update

June was all about Grandkids

blog pic

First Priority – Family

Exactly two years ago, we entered the land of retirement.  Family has occupied most of our time, but we managed to slip in considerable travel plus my writing, and, of course, my investment analysis.

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June Results

A bit of a roller coaster on the markets this month with the Brexit vote.  The markets tried to guess the outcome of the vote, first by dropping in anticipation of a “No” vote, then gaining with an expected “Yes” vote and ultimately tanking after the actual vote came in “No”.  Short term market moves are almost always driven by raw emotion.  However in the long run, markets ultimately react to the fundamental performance of the companies on the market.  The markets regained their sanity by the end of the month, ending up flat in Canada and a modest gain in the US.

This proves again that “timing” the market is a fools errand.  What works over the long haul is “Time In” the market.

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May 2016 Update

May Travels

May Travel

In May we travelled to Hangzhou, China and Kuala Lumpur, Malaysia

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May Results

All markets were up for the month, in spite of a small drop late in the month.  The Canadian market gained just under 1% for a YTD total of over 8%.  The US markets are back in the black – over 2% for the year-to-date.  The Canadian dollar lost over 4% against the US dollar in May, but is still above where it was at the end of 2015.

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April 2016 Update

The Start of Spring

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Brian run start

First race of the year – 5 km run. Time 26:30 – getting slower with age.

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April Results

Although the markets slid in the last part of the month, it was  a pretty good month overall.  The TSX rose 3.39% in April for a YTD gain of 7.24%.  The US markets rose by a quarter to half a percent for a YTD gain of between 1% and 2%.

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March 2016 Update

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WP March Pic

March was a busy month for travel – Phoenix, Regina, California

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March Results

Finally, a great month.  All markets were up between 5 1/2 % to 6 1/4% since my last report.  That brings the TSX to a positive 3.72% for the year to date, and the US markets are up 1.5% for the DJIA and almost 0.8% on the S&P on the year.

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February 2016 Update

 

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Feb Investing post

Which would your choose??

Although February in Calgary has been OK, January was very cold and snowy.  I think next year we will be in Costa Rica for most of January.

Coming up in March – Arizona, California.  Then in May – China, Malaysia.

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February Results

This is a leap year, so the month doesn’t really end until the markets close on Monday February 29.  However as we are travelling that day, I decided to end the month early and use February 28 (actually 26) as the closing market for February.

After another tumultuous month, the Canadian markets closed down just under a quarter percent for a YTD loss of 1.63%.  The US markets gained slightly – 1% for the DJIA and 0.4% for the S&P for a YTD loss of just over 4 1/2%.  Still not shaping up to be a great year, but there seems to be a bit of stability emerging.

My overall portfolio dropped by about a half a percent. I had modest losses on my Canadian securities and good gains on my US stocks (over 2%).  However the Canadian dollar has strengthened by over 3% erasing my US gains – just the opposite of what happened last year.  My year to date returns (Jan and Feb) stand at -1.00%, still significantly better than the overall markets.

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January 2016 update

 

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For History Buffs

BookCoverPreview

A new look at an old Prime Minister. The only personal viewpoint available in understanding William Lyon Mackenzie King.

I found an old unpublished manuscript written by my uncle about his seven years as principle secretary to Canadian Prime Minister, Mackenzie King during WWII.  I published a “family version” of the book, but I also got the Historical Society of Alberta  to publish a fully annotated version, researched by several excited historians.  The annotated version will be available later this year, in time for Canada’s 150th birthday celebrations in 2017.  The family version is available here:

https://www.createspace.com/5928887

 

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January Results

What a ride!!

The Canadian market finished the month down just under 1.5% – not a good start to the year.  However at one point it was down almost 9% and was saved by a strong recovery in the last week of the month.  The TSX is now down almost 18% from its peak in August 2014 and at one point in January was down almost 25% from its peak.  That not only qualifies as a correction, but also can be considered a bear market (meaning down 20%)

The US market (S&P 500) is down almost 7% for January but was down over 9% at one point, again saved by a late rally.  It is down almost 11% from its peak in July 2015, making it a full correction.  At its low, the S&P was down almost 13% from its peak in 2015.

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