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Questions to ask Yourself About Your Portfolio

MONEY MATTERS with Andrea Duchesne

Questions to ask Yourself About Your Portfolio.

  1. What type of investment vehicle(s) do I own? Examples include: mutual funds, individual securities, insurance products, a managed account.
  2. What is the underlying investment or asset within these vehicles? Canadian stocks, real estate, government bonds to name a few…
  3. What has been the Rate of Return on my portfolio over the last year? How much of that is income (dividends, interest)?
  4. If you deal with an advisor, do I have an Investment Policy Statement outlining my objectives for the funds, make-up of the portfolio(s) and how risk is controlled?
  5. What are the fees that I am paying on my investments? You may not see them but they are there.
  6. Is my portfolio being re-balanced (next week’s topic!)?

A We2 bit about Andrea Duchesne, Investment Advisor

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CIPF Member
MONEY MATTERS with Andrea Duchesne

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