Couch Potato Portfolio E Series

The dividend yield is 1 6.

Couch potato portfolio e series.

With all this considered i want to start a couch potato portfolio. It s a medium risk portfolio and it can be replicated with 2 etfs. Scott burns is the creator of couch potato investing and a personal finance columnist with decades of experience. They are is exposed to between 20 to 80 equities and 20 to 80 bonds including tips.

Year to date the. For the past 10 years the couch potato portfolio has returned 8 56 with a standard deviation of 9 86. Here s a roundup of changes to the funds and what they may mean for you. They are medium risk and low risk portfolios.

Conservative investors should allocate more. The following model portfolios can help you get started as a couch potato investor. 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. In 2019 the portfolio granted a 2 09 dividend yield if you are interested in getting periodic income.

The 30 year return is 8 73 year to date the couch potato portfolio has returned 5 52. Td e series funds have long been staples in the canadian couch potato portfolio. In the last 10 years the portfolio obtained a 9 41 compound annual return with a 7 45 standard deviation. The portfolio is exposed to 50 bonds and 50 equities.

The dividend yield is 0 89. The 30 year return is 7 71. 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. Both options include several asset mixes.

The couch potato portfolio can be built with 2 etfs. 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. Scott burns couch potato and other 8 portfolios can be built with 2 10 etfs.

The suggestions below include portfolios built from etfs and index mutual funds. Last year it returned 19 48.