Month Two Performance - 2.9%

We're on the second month of monitoring the test portfolio.  The graph below shows an upward trend but not without periodic dips.  Forward two steps and back one, it seems.  Let's hope the upward trend continues.

Here's a look at how the components of the portfolio are doing.  It's up almost 3% in two months, so the average would be about 1.5% per month.  Contrast that with the current GIC rate.  Also about 1.5% but that's what you get ~ IF ~ you hold it for 3 years.  Portfolio gain is just over $1000.

The good thing is that there's some equalization of the stocks, so the portfolio is balancing itself out.   Since last month, we see that Great Canadian Gaming (GC)  has given back most of it's gains, and West Fraser Timber (WFT) has reduced it's losses.   Gildan Activewear (GIL) is showing a decent return of almost 10% this month.  CGI Group (GIB.A)is also up a respectable 4%.  It's participation in the development of Obamacare's website seems to be paying off.  Equitable Group (EQB) and Stantec (STN)  continue to make minor contributions to the portfolio growth.

Linamar, the golden stock of 2013 is one of the poorer performers now and is continuing to be eclipsed by Magna, it's nearest competitor.  Magna is up 9% since May 16.

Another $17 has been generated in dividends this month, bringing the portfolio dividend total to $27.  Portfolio growth is now $1027.

Well, that's it for this month.  This portfolio is getting to be as bountiful as these daisies.  See you in August.