Portfolio Breakdown:
KFN - 57%
YRI - 6%
PHM - 11%
BAC - 17%
PRGN - 12%
APP - 16%
CAD Cash - (4%)
USD Cash - (15%)
USD/CAD - 1.084
Portfolio Performance:
Return Since Last Update - 15.32%
Return Since Inception - 17.41%
S&P 500 - 979.26
S&P 500 Return (June 30) - 6.57%
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