A portfolio built for stability - MoneySense

A portfolio built for stability

Here’s a sample portfolio that should yield a 5.5% annual return through a mix bonds, dividend bonds and gold.


Claudia Ronnebeck of Milton, Ont. believes she can reach her retirement goals with an annual return of about 5.5%. The 46-year-old admits to being nervous about the current market climate and feels more comfortable holding index funds that concentrate on dividend stocks. She also wants a little gold to hedge against a possible market crash. Here’s the portfolio we recommend: