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 Performance

Fairly large allocation to equities led to good performance during bull markets (2002-2007, 2009-present), but poor performance during bear markets (2000-2001, 2008).

Source Information

Based on the model portfolio described on the Canadian Couch Potato website.

Trading Information

Transaction costs are minimized as rebalancing only occurs once a year.

Risk Level


Asset Allocations

Name Symbol Percentage
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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Strategy Backtest

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.



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