Overview
This portfolio has a long-term focus, and its primary goal is to accumulate shares in quality companies and hold them over a very long-term horizon. I have previously written about my personal situation and goals as an investor and won’t bore you by repeating myself. If you’re interested, you can read the details in my previous article here.
This quarter, I exceeded my savings goals (contributions of $4,700 vs. goal of $3,000) and generated alpha of 5% over my custom benchmark (50% weighting in S&P 500 and S&P TSX ETFs with dividends reinvested).