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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 July 31, 2019

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






YTD10.25%
1 Month0.80%
3 Month0.26%
6 Month5.91%
1 Year4.14%4.14%
2 Year13.73%6.65%
3 Year24.34%7.54%
Since Inception34.44%6.17%
YearReturns
2014*1.13%
20152.34%
20168.62%
201711.21%
2018-2.46%

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

12 Month Yield
1.86%
Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
US Equities24.0%
Corporate Bonds
23.5%
High-Yield Bonds12.5%
International Equities12.5%
Income Strategies
7.5%
Canadian Equities7.5%
Real Estate7.5%
Government Bonds5.0%


Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
Horizons S&P 500 ETF (Factsheet)HXS24.0%
Vanguard Canadian Short-Term Corp Bd ETF (Factsheet)VSC
17.5%
BMO High Yld US Corp Bd Hdgd to CAD ETF (Factsheet)ZHY12.5%
iShares Core MSCI EAFE IMI ETF (Factsheet)XEF12.5%
Horizons S&P/TSX 60 ETF  (Factsheet)
HXT
7.5%
Horizons Equal Weight Canada REIT ETF  (Factsheet)
HCRE7.5%
Horizons Laddered Canadian Preferred Share ETF  (Factsheet)
HLPR7.5%
BMO US Short-Term IG Corp Bd Hdgd to CAD ETF (Factsheet)ZSU6.0%
Vanguard Canadian Short-Term Bond ETF (Factsheet)VSB5.0%


Portfolio MER
0.25%

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