this post was submitted on 14 Jul 2023
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CanadianInvestor

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'Share your portfolio - Rate my portfolio' Megathread (self.canadianinvestor)
submitted 2 years ago by mxwarp to c/canadianinvestor
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Welcome to the Rate My Portfolio megathread! This is the perfect place to share your portfolio and receive valuable insights from the community, helping you gain a fresh perspective.

To make the most out of this experience, please provide as much information as possible about your portfolio.

Remember, let's keep the community clean and respectful by refraining from downvoting posts simply because you disagree. Instead, let's encourage upvoting comments that contribute to the discussion.

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[–] affairesdepiasses 2 points 2 years ago* (last edited 2 years ago)

Sorry, don't have a good infographic for my investments ;)

35M, 35F, kids

We also currently hold a significant amount of CASH.TO as we are moving from saving our money in HISA to investing it : it represents around half of our current holdings, and is decreasing every month at a pace we are confortable with.

Excluding CASH, we have 2 model portfolios :

• Registered accounts, based on XEQT with reduced exposure to Canada: •• 60% XUU •• 25% XEF •• 10% XEC •• 5% XIC

• Non registered accounts, based on registered accounts with a tilt toward Fama and French factors: •• 75% of portfolio is based on the model of the registered accounts •• 17% AVUV •• 8% AVDV

Those portfolios are balanced with new money or if they drift significantly (ie ±10%) from target.

Long term, we plan to keep this investment strategy based on market capitalization.