Couch Potato Portfolio E Series

Year to date the.

Couch potato portfolio e series.

It s a medium risk portfolio and it can be replicated with 2 etfs. If you can fog a mirror and divide by the number 2 or make a margarita he ll show you how to get better investment results and a better retirement with little or no effort. The dividend yield is 1 6. For the past 10 years the scott burns margaritaville has returned 7 58 with a standard deviation of 12 22.

The following model portfolios can help you get started as a couch potato investor. The 30 year return is 7 71. Scott burns couch potato and other 8 portfolios can be built with 2 10 etfs. The dividend yield is 0 89.

Both options include several asset mixes. It is a medium risk portfolio. Here s a roundup of changes to the funds and what they may mean for you. You should choose the one best suited to your risk profile.

The couch potato portfolio can be built with 2 etfs. I recently finished reading millionaire teacher by andrew hallam and it recommended that canadians start their portfolio using e series td funds however i found that many people starting out with small portfolios opt for tangerine investment funds. Td e series funds have long been staples in the canadian couch potato portfolio. The portfolio is exposed to 50 bonds and 50 equities.

They are medium risk and low risk portfolios. In the last 10 years the portfolio obtained a 9 41 compound annual return with a 7 45 standard deviation. Scott burns is the creator of couch potato investing and a personal finance columnist with decades of experience. For the past 10 years the couch potato portfolio has returned 8 56 with a standard deviation of 9 86.

The 30 year return is 8 73 year to date the couch potato portfolio has returned 5 52. The scott burns couch potato portfolio is exposed for 50 on the stock market. The suggestions below include portfolios built from etfs and index mutual funds. They are is exposed to between 20 to 80 equities and 20 to 80 bonds including tips.

Model portfolios canadian couch potato 2020 09 02t11 49 10 04 00. Conservative investors should allocate more.