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Q: Included in my previous question answered today for EEM thare was also a question regarding general allocation of funds. What would be your best allocation of funds in Bonds, US, Canadian and International allocation. Sorry if my question was not properly formulated.

Thank you
Yves

Asked by Yves on June 17, 2025

5i Research Answer:

Allocations need to be highly personalized, but a suggested mix for a conservative, middle aged investor still working could be: Bonds 30%, Stocks 70%. For stocks, we would suggest approx 40% US, 40% Canadian and 20% International.

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in SPY.

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