This portfolio is for those with a medium risk tolerance, have an intermediate investment horizon and are comfortable with a diversified portfolio invested in fixed income, equity, real estate and alternatives.
Illustrated rate of return is 26.85% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $126,854 on January 31, 2019. This performance is an illustration of the portfolio's current investment mix, going back to inception, being rebalanced daily and denominated in Canadian dollars. Source MorningStar Direct (or WealthBar).
|Period||Cumulative Returns||Annualized Returns|
* Cumulative return since inception to 2014 year end.
|12 Month Yield|
Your portfolio is invested in the following assets:
Your portfolio is invested in the following ETFs:
|Vanguard Canadian Short-Term Corp Bd ETF||VSC||17.5%|
|BMO Covered Call DJIA Hedged to CAD ETF||ZWA||15.0%|
|Horizons S&P 500 ETF||HXS||15.0%|
|BMO High Yld US Corp Bd Hdgd to CAD ETF||ZHY||12.5%|
|iShares Core MSCI EAFE IMI||XEF||12.5%|
|BMO Laddered Preferred Share ETF||ZPR||7.5%|
|BMO Equal Weight REITs ETF||ZRE||7.5%|
|Horizons S&P/TSX 60 ETF||HXT||7.5%|
|Vanguard Canadian Short-Term Bond ETF||VSB||5.0%|
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