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Portfolio Checkup

Video: New game plan needed to control portfolio's risk exposure Add to ...

This 54-year-old welder wonders if his investment adviser is doing a good job. Rob Carrick, the Globe's personal finance columnist, and Lori Livingstone, portfolio manager at Scotia MacLeod, take a look

The 'We Need a Plan Here' Portfolio

The Question: How good a job is my investment adviser doing?

Age: 54
Occupation: Millright/welder
Annual Income: $103,000
Level of investment knowledge: low
Size of portfolio: $304,000
Pension: Yes

Portfolio Notes

-Has used an adviser since 1997

Asset Mix (mainly RRSP, LIRA but also a small non-registered account):

More Related to this Story

Stocks                                     82%
Bonds                                      14%
Cash:                                       4%

Largest Holdings

  • Bonds: First Capital Realty, InnVest REIT
  • Stocks + Funds: Russell Canadian Equity Fund, Synergy Canadian Corporate Class, TD Canadian Equity Fund, Bank of Nova Scotia, Shaw Communications, Johnson & Johnson

Follow us on Twitter: @GlobeInvestor

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