Go to the Globe and Mail homepage

Jump to main navigationJump to main content

Andrew Hallam's model indexing portfolio Add to ...

Strategy Lab experts started with a hypothetical $50,000 portfolio on Sept. 13, 2012. We’ll monitor their portfolios on a regular basis.

Strategy Lab experts started with a hypothetical $50,000 portfolio on Sept. 13, 2012. They can each hold five to 12 Canadian or U.S. securities and trade as often or as little as they wish. We’ll monitor their portfolios on a regular basis so you can see how they’re performing.

 

This is index investor Andrew Hallam's model portfolio. Read more about how he chose his investments in his first column.

CompanyTickerNo.
of
shrs
Share
Price
US$**
Purchase
Price
US$
Market
Value
$***
Book
Value
$***
Gain/
Loss
%
Yield
%
Comment
Vanguard MSCI CanadaVCE-T747C$29.86C$25.72$22,305.42 $19,210.04 16.11%1.88%A low cost way to invest in Canadian stocks
Vanguard Canadian Short-term Bond *VSB-T669C$24.78C$24.94$16,577.82 $16,684.07 -0.64%2.77%Short-term Canadian bonds: a useful buffer for your portfolio
Vanguard U.S. Total Stock Market *VTI-N107$97.47 $75.10 $11,529.58 $7,794.63 47.92%1.49%A cheap way to gain exposure to the broad range of U.S. stocks, from small capitalization firms to mega caps
Vanguard U.S. (partial sale 7/19/13)VTI-N30$87.53 $75.10 $2,722.27 $2,185.41
Vanguard MSCI EAFE *VEA-N117$41.27 $34.59 $5,338.01 $3,925.62 35.98%1.57%A well diversified portfolio needs exposure to Europe, Asia and Australia, which is what this fund delivers
Vanguard MSCI EAFE (partial sale 7/19/13)VEA-N30$37.68 $34.59 $1,171.89 $1,006.57
Vanguard MSCI Emerging MarketsVWO-N102$40.58 $41.40 $4,575.84 $4,207.20 8.76%1.29%Emerging markets can be highly volatile but it's difficult to ignore the potential of these high growth areas
Cash$885.38 ($1,821.56)
Andrew Hallam's total$61,212.05 $50,000.00 22.42%
John Heinzl’s total$62,188.04 $50,000.00 24.38%
Norman Rothery’s total$73,649.29 $50,000.00 47.30%
Chris Umistowski’s total$126,941.10 $50,000.00 153.88%

More Related to this Story

  • VCE-T
  • VSB-T
  • VTI-N
  • VEA-N
  • VWO-N
Live Discussion of VCE on StockTwits
More Discussion on VCE-T
Live Discussion of VSB on StockTwits
More Discussion on VSB-T
Live Discussion of VTI on StockTwits
More Discussion on VTI-N
Live Discussion of VEA on StockTwits
More Discussion on VEA-N
Live Discussion of VWO on StockTwits
More Discussion on VWO-N