Couch Potato Portfolio E Series
The 30 year return is 7 71.
Couch potato portfolio e series. For the past 10 years the couch potato portfolio has returned 8 56 with a standard deviation of 9 86. Scott burns is the creator of couch potato investing and a personal finance columnist with decades of experience. Year to date the. It is a medium risk portfolio.
They are is exposed to between 20 to 80 equities and 20 to 80 bonds including tips. The suggestions below include portfolios built from etfs and index mutual funds. Model portfolios canadian couch potato 2020 09 02t11 49 10 04 00. The following model portfolios can help you get started as a couch potato investor.
Scott burns couch potato and other 8 portfolios can be built with 2 10 etfs. With all this considered i want to start a couch potato portfolio. The dividend yield is 1 6. The dividend yield is 0 89.
In 2019 the portfolio granted a 2 09 dividend yield if you are interested in getting periodic income. You should choose the one best suited to your risk profile. The couch potato portfolio can be built 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.
For the past 10 years the scott burns margaritaville has returned 7 58 with a standard deviation of 12 22. The 30 year return is 8 73 year to date the couch potato portfolio has returned 5 52. They are medium risk and low risk portfolios. The scott burns couch potato portfolio is exposed for 50 on the stock market.
Conservative investors should allocate more. 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. In the last 10 years the portfolio obtained a 9 41 compound annual return with a 7 45 standard deviation. It s a medium risk portfolio and it can be replicated with 2 etfs.
Here s a roundup of changes to the funds and what they may mean for you. Both options include several asset mixes.