Couch Potato Portfolio E Series

Here s a roundup of changes to the funds and what they may mean for you.

Couch potato portfolio e series.

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. They are medium risk and low risk portfolios. The suggestions below include portfolios built from etfs and index mutual funds. The couch potato portfolio can be built with 2 etfs.

It s a medium risk portfolio and it can be replicated with 2 etfs. The dividend yield is 1 6. They are is exposed to between 20 to 80 equities and 20 to 80 bonds including tips. Year to date the.

The following model portfolios can help you get started as a couch potato investor. You should choose the one best suited to your risk profile. For the past 10 years the scott burns margaritaville has returned 7 58 with a standard deviation of 12 22. The dividend yield is 0 89.

The scott burns couch potato portfolio is exposed for 50 on the stock market. Model portfolios canadian couch potato 2020 09 02t11 49 10 04 00. Scott burns couch potato and other 8 portfolios can be built with 2 10 etfs. The 30 year return is 8 73 year to date the couch potato portfolio has returned 5 52.

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. Conservative investors should allocate more. 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.

Td e series funds have long been staples in the canadian couch potato portfolio. In 2019 the portfolio granted a 2 09 dividend yield if you are interested in getting periodic income. With all this considered i want to start a couch potato portfolio. Both options include several asset mixes.

It is a medium risk portfolio. Last year it returned 19 48.