Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
  • T613.237.5544 x 313
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Is 5% The Right Return Target?

September 10, 2012 - 0 comments

Recently the Vanguard Group published a study that looked at whether it was prudent for US foundations to have a target return of 5%.

Since the 1930s there have been several decades where a 60/40 portfolio did not achieve this return.

In this week’s Science of Investing interview, Cameron discusses this study, and it’s ramifications for investors, with host Jason McIntyre.

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