Low-Risk Portfolio

Email

Tel

The low-risk portfolio is made up solely of fixed income investments. The goal is to protect principle while providing a steady stream of income. Duration is limited and the portfolio is less actively traded than those that hold equity positions. Principle protection comes at the expense of capital gains.

An allocation to cash allows for unforeseen liquidity needs.

Weightings

Fixed Income: 95%

Cash: 5%

Low-risk portfolio, where 95% is fixed income and 5% is cash

Rates
FAQ
Agreements
Trademarks & Disclaimers
Privacy & Security
CIRO AdvisorReport
Accessibility at CIBC

Manage Cookie Preferences
Cookie Policy

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.

CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.