Q: Hello 5I, I am in my late 30s and have been a contractor my entire working life. Seeing as I have no pension, my business account is essentially my retirement fund. If you could pick 10 stocks (doesn’t matter if they are Canadian, American, or international), as potential retirement stocks (some combination of capital appreciation and yield), to potentially live off of 15 years down the road, what would they be? I do have a TFSA and RRSPs invested more aggressively.
Thanks
Thanks
5i Research Answer:
We would reference the Balanced equity model portfolio here (https://www.5iresearch.ca/reports?page=1&view=special) as a starting point. It offers a good mix of Canadian names. We then might overlay a broad US and fixed income ETF as a starting point.