Strategy - Couch Potato - Conservative (American)

Overview

A diversified, low maintenance portfolio that consists of American and global equities in addition to American bonds. Limited exposure to each asset class provides protection from cases where the American or global economies slow down, as well as from increasing interest rates.

Past Performance

Relatively low performance during bull markets (2002-2007, 2009-present), but large bond allocation resulted in protection 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

Low

Asset Allocations

Name Symbol Percentage
Aggregate Bonds (USD) AGG 70.0 %
Global Equities (USD) EFA 20.0 %
S&P 500 SPY 10.0 %

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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.

$10,000

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