I have joint account along with my wife in TD Canada. I'm now opening discount brokerage accounts with them. I will have following accounts- 1 Canadian cash 2 US cash, 3 TFSA, 4 RRSP for myself, 5 spousal RRSP.
plus for my wife -1, TFSA and 2, her own RRSP account. I will be transferring approximately 300 K to these various accounts.
I want to follow the following investment portfolio
Canadian equity 20% iShares S&P/TSX Capped Composite (XIC)
US equity 15% Vanguard Total Stock Market (VTI)
International equity 15% Vanguard Total International Stock (VXUS)
Real estate investment trusts 10% BMO Equal Weight REITs (ZRE)
Real return bonds 10% iShares DEX Real Return Bond (XRB)
Canadian bonds 30% iShares DEX Universe Bond (XBB)
If I follow above break up for each individual account, it will become overwhelming for me to keep track of all these investments. Is there a simplified way to invest from these accounts?
Thank you .