A starter TFSA with a few too many moving pieces

Nov 24 21:11 2017 Print This Article

Me and My TFSA

LIZ ENRIQUEZ

AGE, 26

PLACE: Hamilton, Ont.

TFSA TOTAL: $7,732

STRATEGY: Still looking for an easy, lost-cost growth strategy

LIZ’S TFSA HOLDINGS

Equities

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

Fixed income    

VAB Vanguard Cdn. Aggregate Bond Index           $965

ZFL   BMO Long Federal Bond Index                       986

Total fixed income ETFs:                                     $1,973

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About Article Author

Money Sense

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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