Building a low-risk portfolio for less - MoneySense

Building a low-risk portfolio for less

How to build a tax-efficient and relatively safe investment portfolio.


Victoria resident Trish Shwart, who is 60, recently moved her savings out of “a large, expensive investment firm” to an online brokerage. She wants to build a low-cost portfolio of about two-thirds fixed income and one-third equities, including real estate investment trusts (REITs). For tax- efficiency, she should hold the equities in her taxable account and the bonds and REITs in registered accounts.
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