The clear message I get from looking at
my RSP portfolio is that I need to dramatically bump up my fixed income.
I'm in the process of putting
my RSP portfolio together.
Not exact matches
98 % of their total
portfolio is invested in a balanced fund, including non-registered, corporate, and
RSP accounts.
The
RSP team built an exceptional high - margin asset
portfolio consistent with our playbook — large, contiguous positions in the core of the Permian Basin.
Cash, eligible Canadian and U.S. equities, mutual funds, bonds, money market instruments, foreign investments and some options can all be held in your self - directed
RSP / RIF
portfolio.
Create a target asset mix for your
RSP and non-
RSP portfolios that combined will have the potential to provide you with the rate of return you need.
In addition,
RSPs are suitable vehicles for investments on which you are likely to get fully taxed regardless, so they make sense as a place to put your «cash»
portfolio - GICs and bonds.
98 % of their total
portfolio is invested in the CBC Monthly Income Balanced Fund, which includes non-registered, corporate, and
RSP accounts
One question I had is whether this
portfolio is for your
RSP.
Find funds that are right for your
portfolio using predefined search filters, or create your own filters (find specific fund families, star rating, or
RSP eligibility).
I attempted to dismiss the frequent phrase by investors of stocks or sectors being Recession Proof and explained the closure of my Healthcare
Portfolio and
RSP re-organization in A Change in Health.
Just wondering if you might know: when my
portfolio gets a bit larger, I might think about doing some ETFs and generally expanding my options — will my e-series funds through TD Canada Trust transfer easily to a TD Waterhouse self - directed
RSP?
My
RSP and DivG
portfolios are now nearly mirror images of each other based on the fundamental lessons taught to me of Enduring Value.
So, I am thinking maybe a non registered
portfolio would be better than the
RSP.
Phil's
RSP Below are the holdings of my
RSP, with target weights and actual weights (both expressed in terms of the overall value of the account, not the
portfolio as a whole).
Investing with AVC's is attractive due to the steady diversified
portfolio that OMERS manages and low fees (annual administration fee of $ 35 plus approximately 0.6 % of
RSP balance).
Self - directed RRIF, which allows you to invest in the same wide range of qualified investments as self - directed
RSPs, and you can transfer your self - directed RRSP
portfolio intact.