Step 5: Investment selection

Now it's time to select your investments. An asset mix for a balanced investor is shown below.

The % amount on the left indicates a recommended amount and the % amount on the right indicates your total contribution to the asset mix.

5%

GIA and Canadian Money Market
4%

Investment	3 years	5 years	10 years	IMF	%
Fund #1	1	2	3	1
Fund #2	1	2	3	2
Fund #3	1	2	3	3
Fund #4	1	2	3	4

35%

Fixed Income
0%

Investment	3 years	5 years	10 years	IMF	%
Fund #1	1	2	3	1
Fund #2	1	2	3	2
Fund #3	1	2	3	3
Fund #4	1	2	3	4

30%

Canadian Large Cap
0%

Investment	3 years	5 years	10 years	IMF	%
Fund #1	1	2	3	1
Fund #2	1	2	3	2
Fund #3	1	2	3	3
Fund #4	1	2	3	4

6%

Canadian Small Cap
0%

Investment	3 years	5 years	10 years	IMF	%
Fund #1	1	2	3	1
Fund #2	1	2	3	2
Fund #3	1	2	3	3
Fund #4	1	2	3	4

11%

U.S. Equity
0%

Investment	3 years	5 years	10 years	IMF	%
Fund #1	1	2	3	1
Fund #2	1	2	3	2
Fund #3	1	2	3	3
Fund #4	1	2	3	4

13%

International and Global Equity
0%

Investment	3 years	5 years	10 years	IMF	%
Fund #1	1	2	3	1
Fund #2	1	2	3	2
Fund #3	1	2	3	3
Fund #4	1	2	3	4

0%

Target Date
0%

Investment	3 years	5 years	10 years	IMF	%
Fund #1	1	2	3	1
Fund #2	1	2	3	2
Fund #3	1	2	3	3
Fund #4	1	2	3	4

TOTAL:

SELECT INVESTMENTS

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