Not exact matches
Example: If you still wanted a 60/40 stock /
bond mix, but
split the stock portion between US and
international companies.
Although there was a reasonable
split between equity and
bond, the Canadian Equity asset class was over-weighted and US and
International Equity were underweighted.
About 15 % is invested in a
bond ETF, 10 % in TD Bank shares, and the remaining 75 %
split evenly between a U.S., Canadian and
international equity.
Based on his risk tolerance and goals, Thomas is aiming for an asset allocation of 60 % stocks and 40 %
bonds, with the equity holdings more or less evenly
split among Canadian, U.S. and
international.
A simple Couch Potato portfolio of 40 %
bonds and 60 % equities (
split evenly between Canadian, U.S. and
international stocks) did, in fact, return between 6 % and 7 % annually over the last 10 - and 20 - year periods.
Although there was a reasonable
split between equity and
bond, the Canadian Equity asset class was over-weighted and US and
International Equity were underweighted.
It favours low - cost index funds (or exchange traded funds) and
splits its money equally between Canadian
bonds, Canadian stocks, U.S. stocks, and
international stocks.
It is roughly 24 percent
bonds, with the remainder
split fairly equally between US and
international stocks.
Its portfolio is
split equally between Canadian
bonds, Canadian Stocks, U.S. Stocks, and
International stocks.
This fund's 50/50 US /
international stock
split combined with the 60/40 stock /
bond split of the Vanguard Balanced Fund, produces an even more satisfying allocation match with the American Funds portfolio.