Do-It-Yourself Exchange Traded Fund (ETF) Portfolio
The following DIY ETF Portfolio was started on June 28, 2013 with $25,000 invested. All interest and dividend income received will be credited to the account and maintained as a cash balance. The income is assumed to be retained and reinvested according to the criteria and guidelines set out in the Portfolio's Investment Policy Statement (IPS). The portfolio is designed to be held in a Tax-Free Savings Account (TFSA). (We have chosen a TFSA account, but the sample ETF portfolio could also be held within tax-deferred accounts like RESPs, RRSPs and RRIFs).