I have taken a crack at a straw dog Canadian adaptation of the MFTRU moderately aggressive portfolio. The only difference in key strategies is that I added an allocation to a low volatility US factor as a hedge against emerging market drawdown. Other than that, I just tried to find the closest Canadian accessible equivalent to the finds used in the model portfolio with reasonable fees.
I still don’t know all the factors that David considers when reviewing individual funds, so I’m hoping he might review these examples and provide some commentary, but I’m also interested in what other forum members have to say about this adaptation.
Portfolio can be viewed here:
Thanks Nolan for doing this. I will take a closer look at this in conjunction with my review of the model portfolios and asset class return assumptions this month.
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