The Directionless portfolio
The Question: I don’t see much growth - is that normal? I’m getting tired of seeing small losses or zero growth in my statements.
Assessment: This portfolio has too much risk, too many funds and too much exposure to resources. More diversification is need both within the Canadian market and globally.
Age: 36
Occupation: teacher
Annual Income: $80,000
Level of investment knowledge: medium
Portfolio size: $75,000
Pension: Yes
Portfolio Notes
-Has an adviser
-Assets spread out over four personal accounts at the same firm (registered and non-reg)
Asset mix:
Bonds 29%
Stocks 16%
Balanced 31%
Sector/Specialty 24%
-Holdings:
- IA Clarington Cdn Conservative Equity
- CI Signature Diversified Yield
- AGF Precious Metals
- Dynamic Precious Metals
- Front St. Small Cap
- Mackenzie Sentinel Stategic Income
- Bissett Energy
- Sentry Precious Metals
- BMO Guardian Global Strategic Bond
- Dynamic Strategic Yield
- Dymamic Strategic Gold

