Initial Value $24,875.52
February 20, 2012
Update Value $43,496.32
August 14, 2017
By Gordon Pape
This portfolio has two objectives. The first is to preserve capital – as with any pension plan, you don’t want to lose money. The second is to achieve a reasonable growth rate, which means in excess of the return you would receive from a GIC.
The IWB RRSP Portfolio attempts to balance both these goals. The portfolio has a heavy weighting in bonds and defensive securities with a view to minimizing risk. But it also contains some growth-oriented mutual funds covering the Canadian, U.S., and international equity markets.
The securities were chosen from the Recommended Lists of our three newsletters: the IWB, The Income Investor, and Mutual Funds/ETFs Update. The initial value was $25,031.92. The portfolio contains a mix of ETFs, mutual funds, common stocks, limited partnerships, and REITs. This means that readers who wish to replicate it must have a self-directed RRSP with a brokerage firm.
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