Initial Value $10,025.04
March 10, 2013
Update Value $14,717.26
July 10, 2017
The Couch Potato (CP) strategy is a technique for building a diversified, low-maintenance portfolio designed to deliver the returns of the overall stock and bond markets with minimal cost. The CP portfolio will only hold a handful of ETFs, typically one per geographic region.
The CP allocation reflects a growth strategy and is appropriate for the higher risk equity
investor. Our target allocations are as follows: equity (70%), fixed income (27%), and cash
From a geographic perspective, the CP portfolio targets an allocation of Canada (40%),
United States (40%) and International (20%). The international component comprises both
developed and emerging markets.