Video: New game plan needed to control portfolio's risk exposure
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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?
Annual Income: $103,000
Level of investment knowledge: low
Size of portfolio: $304,000
-Has used an adviser since 1997
Asset Mix (mainly RRSP, LIRA but also a small non-registered account):
- 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