How to generate returns from a low-cost portfolio
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This week's patient is a retiree who wonders if she's doing enough to protect her future. Rob Carrick, the Globe's personal finance columnist, and Larry Berman, co-Founder of ETF Capital Management, take a look.
The Simple Portfolio
The Question: Am I doing all I can do to protect our future?
Annual Income: $30,000
Level of investment knowledge: low
Portfolio size: $1.3-million
-Uses an adviser at the fund company Phillips, Hager & North
Bonds + GICs 33%
Individual stocks 65.5%
Largest holdings (all D-series PH&N funds):
- PH&N Total Return Bond
- PH&N High Yield Bond
- PH&N Canadian Equity
- PH&N Canadian Income
- PH&N Dividend Income
- PH&N Overseas Equity (hedged and unhedged)
- PH&N U.S. Equity
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