How did you do in 2016? - Page 11
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Thread: How did you do in 2016?

  1. #101
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    Quote Originally Posted by amitdi View Post
    did you have a look at index returns for 2016? these returns are comparable to that, nothing out of this world.
    This is true. http://www.investorvillage.com/group...g&mid=16758546 It seems that the number that under-performed here is greater than the number that out-performed. Why is that? Could it be overly conservative investment choices? Allocation to US & International markets at a time Canadian markets were outperforming? Interested to know what others think.

    2016 is just a snapshot in time, but results here do provide food for thought.

    Last edited by agent99; 2017-01-16 at 07:33 PM.

  2. #102
    Senior Member humble_pie's Avatar
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    lost everything in 2016
    had to sell the children

    homeless in a snowbank now
    it's in the downtown zone though so it has wifi

    vowed a mission
    to impeach donald trump
    a policeman gave me a pink knit pussy hat
    justin gave me wunnathem purple refugee parkas

    bring on 2017

    .
    ''bonté gracieuse et toute cette sorte de chose" - Astérix chez les bretons]

  3. #103
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    Quote Originally Posted by agent99 View Post
    This is true. http://www.investorvillage.com/group...g&mid=16758546 It seems that the number that under-performed here is greater than the number that out-performed. Why is that? Could it be overly conservative investment choices?
    This simple combination of XIU & XBB is a great benchmark.

    There are several mutual funds with very long track records that have consistently outperformed XIU & XBB. Two examples are Mawer Balanced Fund and RBC Monthly Income, both outperforming this benchmark for over a decade. These funds are winners!

    And yet, both of them underperformed in 2016. My point is that... one year performance doesn't mean much.

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  5. #104
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    Quote Originally Posted by humble_pie View Post
    lost everything in 2016
    had to sell the children

    bring on 2017

    .
    Start a Gofundme page...I'll buy one of your kids...better have a conservative bias or he's on the bus back to Oxfam.

  6. #105
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    Quote Originally Posted by james4beach View Post
    This simple combination of XIU & XBB is a great benchmark.

    There are several mutual funds with very long track records that have consistently outperformed XIU & XBB. Two examples are Mawer Balanced Fund and RBC Monthly Income, both outperforming this benchmark for over a decade.
    The Mawer balanced fund is an international fund, so should not be compared with the XIU/XBB one minute portfolio. A better comparison would be to make up a similar 60/40 one-minute fund using MAW106 (Can equity) and MAW100 (Can Bond) and rebalance annually. I suspect that might not compare well because of MERs.

    I try to avoid mutual funds of all stripes (except for a very small amount of TD's Monthly Income fund to collect income in registered accounts (where RBC fund cannot be used). Not that hard to run your own with similar portfolios and avoid the high MERs.

  7. #106
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    Quote Originally Posted by humble_pie View Post
    lost everything in 2016
    had to sell the children

    homeless in a snowbank now
    it's in the downtown zone though so it has wifi

    vowed a mission
    to impeach donald trump
    a policeman gave me a pink knit pussy hat
    justin gave me wunnathem purple refugee parkas

    bring on 2017

    .
    dont worry, theres an opportunity for you here -

    Quote Originally Posted by jargey3000 View Post
    would any of you guys be interested in managing MY investments ???

  8. #107
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    Quote Originally Posted by agent99 View Post
    The Mawer balanced fund is an international fund, so should not be compared with the XIU/XBB one minute portfolio.
    You're right, the all-Canadian XIU & XBB doesn't apply to Mawer Balanced. I think an ETF "benchmark" for Mawer Balanced Fund would be

    44% XAW, 16% XIC, 40% XBB

    Performance = (0.44 x 5.39) + (0.16 x 21.01) + (0.40 x 1.36) = 6.3%

    It still seems that MAW104 at 3.16% under-performed

  9. #108
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    22% on my investments

  10. #109
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  11. #110
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