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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 March 31, 2019

Illustrated rate of return is 31.64% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $131,643 on March 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).

PeriodCumulative ReturnsAnnualized Returns
YTD7.96%
1 Month1.42%
3 Month7.96%
6 Month1.00%
1 Year5.75%5.75%
2 Year12.73%6.18%
3 Year28.32%8.67%
Since Inception31.64%6.14%
YearReturns
2014*1.13%
20152.34%
20168.62%
201711.21%
2018-2.46%

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

12 Month Yield
2.96%
Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
Income Strategies22.5%
Corporate Bonds17.5%
US Equities15.0%
High-Yield Bonds12.5%
International Equities12.5%
Canadian Equities7.5%
Real Estate7.5%
Government Bonds5.0%


Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
Vanguard Canadian Short-Term Corp Bd ETFVSC17.5%
BMO Covered Call DJIA Hedged to CAD ETFZWA15.0%
Horizons S&P 500 ETFHXS15.0%
BMO High Yld US Corp Bd Hdgd to CAD ETFZHY12.5%
iShares Core MSCI EAFE IMIXEF12.5%
BMO Laddered Preferred Share ETFZPR7.5%
BMO Equal Weight REITs ETFZRE7.5%
Horizons S&P/TSX 60 ETFHXT7.5%
Vanguard Canadian Short-Term Bond ETFVSB5.0%
Portfolio MER
0.34%

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