Initial Value $49,910.30
February 20, 2013
Update Value $63,605.01
February 26, 2015
By Gordon Pape
Two years ago, in February 2013, we launched The Income Investor RRIF portfolio. Its goals are to protect capital and to provide higher cash flow than investors could get from conservative securities like bonds and GICs.
At the time, I noted that during a period of low interest rates, it’s impossible to set up a low-risk RRIF portfolio that would produce enough income to meet Ottawa’s minimum withdrawal requirements. That’s still the case today.
This RRIF portfolio balances the two objectives of income and safety by putting a significant amount into low-risk assets and the rest into higher-yielding securities.
RRIF portfolio details
Only logged-in subscribers of The Income Investor may view the details of this model portfolio.
Subscribers also receive:
Regular updates and more