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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 August 30, 2018

Illustrated rate of return is 30.34% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $130,338 on August 30, 2018. 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 Returns
Annualized Returns
YTD4.27%

1 Month0.97%

3 Month3.24%

6 Month3.86%

1 Year9.92%
9.92%
2 Year20.21%
9.65%
3 Year28.19%
8.63%
Since Inception30.34%
6.80%
YearReturns
2014*0.80%
20150.30%
20167.24%
20178.86%

* Cumulative return since inception to 2014 year end.

12 Month Yield
2.95%


Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
Income Strategies22.5%
Corporate Bonds17.5%
US Equities
15.0%
High-Yield Bonds
12.5%
International Equities12.5%
Canadian Equities
7.5%
Real Estate7.5%
Government Bonds5.0%


Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
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%
Portfolio MER
0.34%

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