Strategy - Couch Potato - Balanced
A diversified, low maintenance portfolio that consists of Canadian and global equities in addition to Canadian bonds. Limited exposure to each asset class provides protection from cases where the Canadian or global economies slow down, as well as from increasing interest rates.
Past PerformanceFairly large allocation to equities led to good performance during bull markets (2002-2007, 2009-present), but poor performance during bear markets (2000-2001, 2008).
Transaction costs are minimized as rebalancing only occurs once a year.
|Canadian Aggregate Bonds||ZAG.TO||40.0 %|
|MSCI World Index||XWD.TO||40.0 %|
|S&P/TSX Capped Composite Index ETF||XIC.TO||20.0 %|
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The information below shows how well this strategy performed in the past so that you can determine if it would be a good fit for you. The strategy backtest results are shown compared against the "Couch Potato - Balanced" benchmark strategy.