This portfolio is for those with a medium to high risk tolerance, have a long term investment horizon and are comfortable with the majority of the portfolio invested in equity and real estate.
Illustrated rate of return is 46.79% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $146,792 on August 31, 2019. This performance is an illustration of the current portfolio's holdings and weights as described above, going back to inception, being rebalanced daily and denominated in Canadian dollars. Source MorningStar Direct (or WealthBar).
* The 2014 returns reflect cumulative (not annualized) performance from inception date to 2014 year-end
|12 Month Yield|
Your portfolio is invested in the following assets:
Your portfolio is invested in the following ETFs:
|Horizons S&P 500 ETF (Factsheet)||HXS||35.0%|
|iShares Core MSCI EAFE IMI (Factsheet)||XEF||17.5%|
|BMO High Yld US Corp Bd Hdgd to CAD ETF (Factsheet)||ZHY||12.5%|
|Horizons Equal Weight Canada REIT ETF (Factsheet)||HCRE||10.0%|
|Horizons S&P/TSX 60 ETF (Factsheet)||HXT||10.0%|
|BMO US Short-Term IG Corp Bd Hdgd to CAD ETF (Factsheet)||ZSU||5.0%|
|Vanguard Canadian Short-Term Corp Bd ETF (Factsheet)||VSC||5.0%|
|Horizons Laddered Canadian Preferred Share ETF (Factsheet)||HLPR||5.0%|
Our customer care team is here for you.Contact Support