Income Portfolio - Canada Focus

If you’re most interested in investing to generate a steady stream of income – perhaps during retirement – this model portfolio may be right for you. The Income Canada Focus model portfolio is intended to provide stable income with the potential for modest long-term capital appreciation, and is generally suitable for investors with a low to moderate risk tolerance. The model is allocated primarily to a diversified portfolio of income-bearing securities. The model aims to reduce volatility by maintaining an equal mix of both equity and fixed income securities. The portfolio is focused mainly on Canadian securities but also has a small weighting in U.S. securities. Click here for PDF