My personal portfolio composition is updated. My own portfolio is highly concentrated and not diversified. Somewhat offsetting this is the fact that I have a 23% allocation to cash.
Our Buys and Strong Buys have averaged a gain of 5.9% this year to date. The two stocks that were in the Strong Buy range at the start of the year have averaged a gain of 16.8% each. My own portfolio has a return of up 9.6% (including dividends)
On Friday markets partially recovered from Thursday’s decline with the S&P 500 and Toronto each up 0.9%