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Balanced ETF Portfolio

Portfolio Summary

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.

Performance as of September 30, 2019

This chart illustrates the cumulative performance of $100,000 hypothetically invested in the Balanced ETF Portfolio since the inception date of August 19, 2014. All returns are time weighted and net of the funds’ management expense ratio (MER); however, do not display performance net of WealthBar’s management fee. The composition of the portfolio and further disclosure can be found below. 

Period Cumulative Returns     Annualized Returns
YTD 11.50%
1 Month 1.31%
3 Month 1.94%
6 Month 3.23%
1 Year 4.31% 4.31%
2 Year 13.30% 6.45%
3 Year 24.88% 7.69%
5 Year 36.88% 6.48%
Since Inception 35.89% 6.19%
Year Returns
2014* 1.13%
2015 2.34%
2016 8.62%
2017 11.21%
2018 -2.46%

* The 2014 returns reflect cumulative (not annualized) performance from inception date to 2014 year-end.

12 Month Yield

Portfolio Allocation

Asset Allocation

Your portfolio is invested in the following assets:

Asset Class Breakdown
US Equities 24.0%
Corporate Bonds 25.0%
High-Yield Bonds 12.5%
International Equities 12.5%
Income Strategies 7.5%
Canadian Equities 7.5%
Real Estate 7.5%
Government Bonds 4.0%

Fund Allocation

Your portfolio is invested in the following ETFs:

Fund Ticker Breakdown
Horizons S&P 500 ETF (Factsheet) HXS 24.0%
Vanguard Canadian Short-Term Corp Bd ETF (Factsheet) VSC 17.5%
BMO High Yld US Corp Bd Hdgd to CAD ETF (Factsheet) ZHY 12.5%
iShares Core MSCI EAFE IMI ETF (Factsheet) XEF 12.5%
Horizons S&P/TSX 60 ETF  (Factsheet) HXT 7.5%
Horizons Equal Weight Canada REIT ETF  (Factsheet) HCRE 7.5%
Horizons Laddered Canadian Preferred Share ETF  (Factsheet) HLPR 7.5%
BMO US Short-Term IG Corp Bd Hdgd to CAD ETF (Factsheet) ZSU 6.0%
Vanguard Canadian Short-Term Bond ETF (Factsheet) VSB 5.0%

Portfolio MER

This is a hypothetical illustration of performance based on the current model portfolio's holdings and weights, being rebalanced daily and denominated in Canadian dollars. All returns are time weighted and include the underlying funds’ management expense ratio (MER); however, do not include WealthBar’s management fee or taxes. Clients do not pay any trading or custody fees. Rates of return are annualized for all periods greater than one year.

The performance provided is for informational purposes only and is not to be considered as investment advice. Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.

Although WealthBar believes the obtained information provided from third-party sources to be reliable, WealthBar does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact:

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