Demonstration Portfolios
Lower Risk, Taxable Portfolio
This portfolio is conservative, with a focus on Canadian Bonds and cash (75%), with some large-cap equities (25%) for some diversification and potential upside. It is appropriate for those who need access to the money in the next few years, such as the elderly, and those saving for specific purchases, such as a home.
Medium-Lower Risk, Taxable Portfolio
This portfolio is a conservative mix of 70% Canadian Bonds and cash, and 30% Canadian, US and International equities. It is appropriate for the conservative investor with taxable assets that probably won’t be needed for 7 to 10 years.
Medium Risk, Taxable Portfolio
The Investment Approach here is one of taking moderate risk, with 60% of your portfolio in equities and 40% in fixed income investments. The equities in the portfolio are diversified, ranging from large to small capitalization stocks, Canadian to international.
Medium Risk, Non-taxable Portfolio
This portfolio is a diversified mix of 60% Canadian and US Bonds, and 40% Canadian, US and International equities. It is appropriate for non-taxable assets (RRSP’s) which probably won’t be needed for 10 years or more.
Medium-Higher Risk, Taxable Portfolio
This portfolio is a diversified, moderately aggressive mix of 30% Canadian and US Bonds, and 70% Canadian, US and International equities. It is appropriate for investors who don’t mind taking a fair amount of risk on their taxable assets, which they probably won’t need for 10 years or more.
Medium-Higher Risk, Non-taxable Portfolio
This portfolio is a diversified mix of 40% Canadian and US Bonds, and 60% Canadian, US and International equities. It is appropriate for a moderately aggressive investor who has non-taxable assets (RRSP’s) that probably won’t be needed for 10 years or more.
Higher Risk, Taxable Portfolio
This portfolio is a diversified, aggressive mix of 20% Canadian and US Bonds, and 80% Canadian, US, International equities and alternative investments. It is appropriate for the aggressive investor who has taxable assets that are unlikely to be needed for over 10 years.
Higher Risk, Non-taxable Portfolio
This portfolio is a diversified mix of 30% Canadian and US Bonds, and 70% Canadian, US and International equities. It is appropriate for a moderately aggressive investor who has non-taxable assets (RRSP’s) that probably won't be needed for 10 years or more.
Portfolio Builder Reports
with Marcia Lewis Brown
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Monday, August 13, 2007
No More "Uptick Rule"
Duration: 3m 41s
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Friday, August 10, 2007
Portfolio Review
Duration: 4m 4s
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Thursday, August 9, 2007
VIX
Duration: 3m 5s
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Wednesday, August 8, 2007
VIX
Duration: 3m 25s
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Tuesday, August 7, 2007
Weathering Corrections
Duration: 3m 3s
