A starter TFSA with a few too many moving pieces
Me and My TFSA
PLACE: Hamilton, Ont.
TFSA TOTAL: $7,732
STRATEGY: Still looking for an easy, lost-cost growth strategy
LIZ’S TFSA HOLDINGS
RBF1008 Global Bond Fund SR D $1,005
RBF1022 U.S. Equity Fund (Cdn.) Series D 580
RBF1025 RBC O’Shaughnessy U.S. Value Fund 1,265
RBF1035 RBC Global Div. Growth Series D 1,785
IGM Financial Inc. common shares 1,124
Total equity mutual funds: $5,759
VAB Vanguard Cdn. Aggregate Bond Index $965
ZFL BMO Long Federal Bond Index 986
Total fixed income ETFs: $1,973Read More
About Article Author
MoneySense is a Canadian personal finance and lifestyle magazine published by Rogers Publishing Limited, a division of Rogers Communications.Written for Canadians who want to take financial control of their lives, MoneySense is Canada's best-selling investment and lifestyle magazine, helping readers make smart, informed decisions about how to get the most from their money. The magazine has received many awards, including multiple National Magazine Awards and CFA Society Toronto Awards.
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