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 34.44% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $134,436 on July 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|
* 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||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%|
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