Q: Do you think this portfolio can deliver about 10% yield including both dividends and capital appreciation in the first year? Do you suggest any other assets if you don't like the ones below pls? Thank you!
Holdings % of portfolio
S&P 500, hedged, equal weight ETF: ZUE 10.00%
S&P 500, hedged, ETF: CDZ 10.00%
S&P 500 unhedged ETF: EQL.T 10.00%
gold coins: I buy gold 1 Oz coins 10.00%
GICs and money market GIC 10.00%
Utilities, gas and electricity, CDA: ZUT 10.00%
High tech hedged or unhedged ETF; TB 10.00%
High Dividends CDN ETF: XBB 10.00%
Bonds ETF 10.00%
Constellation S,: CSU 4.00%
Couche-Tard: ATD 3.00%
CDN National Railway, CDN: CNR 3.00%
TOTAL 100.00%
Holdings % of portfolio
S&P 500, hedged, equal weight ETF: ZUE 10.00%
S&P 500, hedged, ETF: CDZ 10.00%
S&P 500 unhedged ETF: EQL.T 10.00%
gold coins: I buy gold 1 Oz coins 10.00%
GICs and money market GIC 10.00%
Utilities, gas and electricity, CDA: ZUT 10.00%
High tech hedged or unhedged ETF; TB 10.00%
High Dividends CDN ETF: XBB 10.00%
Bonds ETF 10.00%
Constellation S,: CSU 4.00%
Couche-Tard: ATD 3.00%
CDN National Railway, CDN: CNR 3.00%
TOTAL 100.00%
5i Research Answer:
It is difficult to predict returns, especially for a one-year period. If the market co-operates,...