Eleven Months In JohnnyDisco

As of this week, we've been full-timing in JohnnyDisco for eleven months.

We've made a few significant changes to our lifestyle since the dream of full-time RV-ing began:  

• selling our house and furniture
• giving away a lot of stuff
• cutting our annual housing budget by roughly 2/3 

Making JohnnyDisco our home is still a work in progress, but I'm a fickle gal so things change pretty quickly around here.  For such a small space you'd be surprised at the number of times My Fella has been told sweetly asked to move the couch.

We've made quite a few more changes since we've been back from Mexico and I'll post pics in the next few weeks.  One thing that won't be changing any time soon is the huge fluffy blanket on the couch.  

Or the spooky blanket monster that lives there.

The scary white, fluffy, one-eyed monster. 

Okay.  Two-eyed monster.  And really not so scary.  More fuzzy than scary.  Perhaps even a little irritated at the constant camera flash. 

MY Fella gives me this exact same annoyed look when I sneak pics of him napping on the couch.

While going through blog entries from the past month I noticed I haven't posted year end portfolio numbers or an update of current equities. 

For a little perspective, here are some benchmark returns for 2010:

• S&P/TSX 60 Total Return = 13.84%
• S&P/TSX Composite Total Return = 17.61%
• S&P 500 ($CAD) Total Return = 9.35%
• MSCI EAFE ($CAD) Total Return = 2.84%
• MSCI World ($CAD) Total Return = 6.76%

Our overall return was +19.24% ... five different portfolios composed completely of Canadian equities and a teeny bit of cash. 

Current equities, in order of weighting:

• Student Transportation
• Alaris Royalty
• New Flyer Industries
• Cash
• Inter Pipeline
• Pembina Pipeline
• Artis REIT
• Data Group
• Chorus Aviation
• Avenex Energy

Looking forward to crunching my January numbers at the end of the month.  

Hard to believe there's only one week left in this first month of the new year.  And only three months 'til we head back to beautiful BC for another golf season.

Comments

[Don]

You really did well on your investments, good for you!

[Brenda]

LOVE those pictures of Shelbert. Soooo cute.

[kelsi]

Thanks Mr P. Those numbers will change once I start adding more fixed income but right now I'm 100% equities and Canadian equities did really well in 2010, as you can see from the benchmark.
I don't expect nearly as much upside in 2011.

[kelsi]

Brenda - it's tough to take a bad pic of Shelbert. Her major cuteness always dominates the shot... although I may be a little biased :)