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We can't tell you what portfolio to choose as we can provide general financial product advice only about the products that InvestSMART offers.

We cannot provide any personal financial advice and you should consider your own financial objectives, financial situation and needs before making an investment decision and submitting an application.

We have a number of tools you can use at InvestSMART including the Portfolio Manager and online calculators.

You will notice a common thread throughout the guides, the investment time-frame. We recommend investors look at the suggested time-frame associated with each portfolio to see if it aligns with their investment goal.

Here is a list of tools and guides to help select the right portfolio:

Additionally, we have InvestSMART Bootcamp which is a comprehenisve investment course designed to get you started on the right foot. Click here for further details.

Choosing the right portfolio depends on your investment goals, time frame, and risk tolerance. To help you decide, consider the following:

1. Investment Time Frame: Each portfolio has a suggested time frame. Ensure it aligns with your financial goals:

2. Target Market Determination (TMD): Review the PMA Target Market Determination to understand the intended investor profile for each portfolio.

3. Tools & eBook Guides: InvestSMART provides several resources to help you choose the right portfolio.

 

Here is a list of tools and guides to help select the right portfolio: 

 

Calculators:

 

For a deeper dive into investing, explore InvestSMART Bootcamp, a complete investment course designed to help you get started.