My Portfolio Performance for March
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March was a good month – with contributions and investment gain the value of my portfolio increased by $2726.97 to finish at $41,968 as of today. You can see my portfolio here.
My strongest performers were Royal Bank, my iUnits International ETF, and IGM Financial. My losers for the month were Pfizer, Epcor Power, and Procter & Gamble.
I continue to enjoy the employer matches from my company – this provides me with a nice return every month in terms of receiving funds that I would not receive if I was at another employer.
The other thing that happened is the 2 for 1 stock split the Royal Bank went through – I now hold 189.773 shares (from 99.84 shares). Although this is really a zero sum transaction, the potential future value in terms of compounding is good. I have been very happy with this company.
My asset allocation is still a bit out of whack from my plan. My Canadian holdings are still a much larger component of the allocation than I want. Royal Bank continues to perform so well and that is a big factor. I would also like in increase my trust exposure to increase distributions to my account for reinvestment.
Overall, my portfolio continues to run well with good distributions and contributions. Let’s hope this continues…
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