Saturday, October 27, 2012

Low P/E and Moderate Dividend Portfolio – Update Oct 2012

Well the summer months were kind of depressing and although we have recovered a bit, the TSX has barely appreciated by 2.89% since January. Our portfolio, after a blistering start has petered out as well, its annual appreciation is negative 0.42%.
However, if you add to that a 4.64% dividend yield (as estimated in January), the portfolio’s return is comparable to that of the TSX. So we’re performing similar to the TSX but outperform GICs and money market funds by a wide margin.
Now we’re waiting for the year-end rally and the total received dividends.
Click the table for a closer look

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