Since my portfolio is mostly dividend growth stocks, I thought a comparison with this EFT might be a better comparison than the one I did with the TSX. See my comparison with the TSX in the article I wrote last month called Recovery from Bears.
In the following table, I am comparing the how well I recovered from the last bear against the CDZ ETF. I only compared my portfolio to CDZ for the last bear market as this EFT was not around for the 2000 bear market. When there was a recovery in February 2011, I was up by 15.69% and the CDZ was still down by 1.11%. At the end of the period, I was up by 54.17% and the CDZ was up by 20.47%.
|Date||Time YoY||Y to Beg||YoY||Y to Beg.||CDZ||YoY||Y to Beg.|
In this second table, I am comparing the CDZ against the TSX. As you can see under the Year to Beginning of Table (Y to Beg.), the CDZ did better than the TSX. When this was a recovery, the TSX was still down by 3.93% and the CDZ was only down by 1.11%. At the end of the period, the TSX was only down by 0.75%, but the CDZ was up by 20.47%.
|Date||Time YoY||Y to Beg||TSX||YoY||Y to Beg.||CDZ||YoY||Y to Beg.|
I have obviously have done better investing in actual companies. I think that the next thing to look at is sectors the CDZ invests in compared to what I invest in.
On my other blog I wrote yesterday about Ag Growth International (TSX-AFN, OTC- AGGZF) learn more. Tomorrow, I will write about Automodular Corp. (TSX-AM.H, OTC- AMZKF)... learn more on Wednesday, May 18, 2016 date around 5 pm.
Also, on my book blog I have put a review of the book Thinner This year by Crowley and Sacheck learn more...
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