Investing for growth can be rewarding but it can also be nerve wracking – especially as one nears or is living in retirement. For those investors, income and stability may be as important as growth in their accounts, and that is why we’ve created the Lifestyle Portfolios.

The Growth & Income Portfolio combines our CAN SLIM^® Investment Program (75%) with our Laddered Bond Program (25%) in one account. With a bias towards growth and secondary objective of income and stability, this portfolio is right for risk averse investors or those nearing retirement. Growth comes from maintaining 75% exposure to the CAN SLIM^® Investment Program and income and stability comes from maintaining the other 25% in monthly interest-paying, low-cost, bond funds. These bond funds, called exchange traded funds or ETFs, are perfect for diversifying in a cost-effective manner.

You’ll see from the results below how an allocation to bonds can begin stabilizing a growth investment. It doesn’t simply reduce anxiety and generate some interest income, though, it also continues to keep your portfolio growing. Please speak to one of our advisors for more information.

Growth & Income Program Performance