Thursday, June 7, 2007

My Target RSP Portfolio

This is my target RSP portfolio. I am working toward it.

European Equity 10.00% Trimark Europlus (MER 2.43%) http://www.morningstar.ca/globalhome/quicktakes/Fund_Overview.asp?fundid=70

Japanese Equity 5.00% TD Japanese Index - I (MER 1.00%) http://www.morningstar.ca/globalhome/quicktakes/fund_overview.asp?fundid=2690

Chinese Equity 10.00% HSBC Chinese Equity (MER 2.62%) http://www.morningstar.ca/globalhome/quicktakes/fund_overview.asp?fundid=75083

US Equity - Value 10.00% RBC O'Shaughnessy US Value (MER 1.67%) http://www.morningstar.ca/globalhome/quicktakes/Fund_Overview.asp?fundid=232

US Equity - Small/Mid Cap 10.00% Trimark US Small Companies Class (MER 2.70%) http://www.morningstar.ca/globalhome/QuickTakes/Fund_Overview.asp?fundid=1582

Canadian Resource 10.00% AGF Canadian Resources (MER 2.93%) http://www.morningstar.ca/globalhome/quicktakes/fund_overview.asp?fundid=3423

Precious Metal 10.00% RBC Global Precious Metals (MER 2.05%) http://www.morningstar.ca/globalhome/quicktakes/fund_overview.asp?fundid=4149

Canadian Portfolio (Balanced) 20.00% TD Monthly Income (MER 1.42%) http://www.morningstar.ca/globalhome/quicktakes/fund_overview.asp?fundid=2792

Canadian Small/Mid Cap 15.00%
Acuity Canadian Small Cap (MER 2.85%) http://www.morningstar.ca/globalhome/quicktakes/fund_overview.asp?fundid=76312
Clarington Canadian Small Cap A (MER 2.79%)
http://www.morningstar.ca/globalhome/quicktakes/Fund_Overview.asp?fundid=2532

Average MER: 2.05%

Since the star manager of Sceptre Canadian Growth fund has left the company, I will avoid to buy that fund. Now the other possible candidates for Canadian Small Cap funds are Acuity Canadian Small Cap and Clarington Canadian Small Cap A.