How did you do in 2016? - Page 2
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Thread: How did you do in 2016?

  1. #11
    Senior Member
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    Nov 2010
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    GTA
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    1,488
    My 80/20 portfolio is up 9.17% in 2016

    My portfolio: VCN, VUN, VIU, VEE, HBB, ZRE

  2. #12
    Senior Member
    Join Date
    Dec 2012
    Posts
    649
    TWRR 7.97%
    Annualized 3.91%
    ROI Since Inception 22.40%

  3. #13
    Senior Member dubmac's Avatar
    Join Date
    Jan 2011
    Location
    Western Canada
    Posts
    1,059

    Red face

    RRSP -1 : +9.5% (mix of CDN dividend stocks, funds) mine
    RRSP - 2: +5.0% (mostly MAWER funds - 104 and 106) hers
    RRSP - 3: +4.8% (again, mostly MAWER & MD funds) - spousal
    Investment Account (hers): +8.4% (Mostly CDN dividend stocks, Mutual Funds, GIC's) - currently at 55 equity :45 fixed income but looking to get to 50:50. I'm setting this one up as a source of income for retirement in 10 yrs.
    TFSA - 1: +13.5% mostly BCE and VDY (banks) and cash now.
    TFSA -2: +18.8% Thanks to RY, REI.UN and SU and cash now. - most increase from RY.

    This was the year MAWER funds did not produce the returns of previous years - but I'm OK with that. The biggest (pleasant) surprise was the difference between accounts that held stocks vs mutual funds!

    Looking to disperse some cash in the coming year. Will re-balance 1/2 through this year. I am grateful to many of you - you have provided much support and counsel (in many ways) in the coming year.
    As for the new year, I will be watching the forum - but not too engaged. I have a wee medical issue forthcoming and am taking some time away from work to deal with it.
    All will be well.

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  5. #14
    Senior Member
    Join Date
    Jun 2016
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    426
    11.1 percent against all accounts in a 55/45 balanced portfolio managed by PHN. Net of fees.

    Very pleased with the performance, tax planning etc. net of fees and inflation, over the past four years.

  6. #15
    Senior Member
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    Jan 2016
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    3,872
    XIRR = 6% for 2016.
    Long-term XIRR = 8% (since 2002).

    - More than half of my 2016 investment was in pound sterling and sterling fell by 18%.

    - My N American Investments returned 11.5% in 2016 (XIRR).

    - Also my house price went up by about 50% and the house got sold (not included in XIRR but dominates my 2016 "net worth" story).

  7. #16
    Senior Member
    Join Date
    Jun 2016
    Posts
    1,873
    in 2016 XIRR per account
    LIRA 1 - 17.3%
    LIRA 2 - 14.6%
    TFSA 1 - 23.3%
    TFSA 2 - 22.02%
    RRSP 1 - 8.6%
    RRSP 2 - 14%
    ---------------
    Total XIRR - 14.5%
    6 years XIRR - 10.91%

    Both TFSA were the best performers in 2016 and worst ones in 2015

  8. #17
    Senior Member
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    Dec 2013
    Location
    Winnipeg
    Posts
    794
    XIRR of all accounts was 11%. I would have had a better year but the performance of Concordia Healthcare (since punted) had a significant negative affect. It was easily my most regrettable investment ever.

    Best stock was Yangarra Resources (YGR.TO), which appreciated 249% but had a very small weighting.

  9. #18
    Senior Member
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    Jun 2016
    Posts
    1,873
    btw, dividend income rose 6.12% comparing to 2015

  10. #19
    Member
    Join Date
    Dec 2016
    Posts
    33
    RIF - +17.88% Bank, 1 yr left broken 5 yr GIC and 500 shares of VRX
    LIF - +23%, Bank only
    TFSA - +26%, Bank only
    RESP - +21%, Bank only

    Yes, all the eggs in one basket !

  11. #20
    Senior Member
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    Nov 2010
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    GTA
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    1,488
    Quote Originally Posted by ian View Post
    11.1 percent against all accounts in a 55/45 balanced portfolio managed by PHN. Net of fees.

    Very pleased with the performance, tax planning etc. net of fees and inflation, over the past four years.
    thats very good performance ian, can you provide rough estimate of portfolio size and management fee's ?

    My portfolio: VCN, VUN, VIU, VEE, HBB, ZRE

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