Initial Value $10,000.00
September 19, 2011
Update Value $14,679.06
October 17, 2016
Many investors want to reduce the amount of risk in their portfolios, especially as they grow older. Of course, less risk means less return potential but that’s a trade-off they are willing to accept.
That’s why I created this Conservative Portfolio just over five years ago, in September 2011. The objective was to preserve capital while earning a target return of two percentage points more than the yield on a five-year GIC from the major banks. The current RBC rate is 1.2% so at present we are aiming for 3.2% per year.
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