Benchmark for Dans Portfolio

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By the look of it Dan’s portfolio is 60/40 US/Can stocks. What benchmark is being used to compare performance? Would it be 60/49 SPY/XIU or better to use Buffetts retail investors 90% VOO and 10% BSV?

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Asked on November 11, 2025 3:24 pm
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The benchmark I have used is a custom one I have on Ycharts, and I tend to adjust it annually depending on my US/Can exposure.

It is a fairly simple benchmark. I take my US exposure and Canadian exposure and then create a custom benchmark of the S&P 500 and the TSX Composite.

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Posted by Dan Kent
Answered on November 11, 2025 3:47 pm