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Conservative ETF Portfolio

Portfolio Summary

This portfolio is for those with a low to medium risk tolerance, have a short to intermediate investment horizon and are comfortable with the majority of the portfolio invested in fixed income and equity.

Performance as of December 31, 2018

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Illustrated rate of return is 15.50% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $115,504 on December 31, 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
YTD-2.20%

1 Month-2.74%

3 Month-5.15%

6 Month-3.09%

1 Year-2.20%
-2.20%
2 Year6.46%
3.18%
3 Year14.17%
4.52%
Since Inception15.50%
3.36%
YearReturns
2014*0.80%
20150.30%
20167.24%
20178.86%
2018-2.20%

* Cumulative return since inception to 2014 year end.

12 Month Yield
3.23%


Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
Corporate Bonds25.0%
Income Strategies25.0%
Government Bonds15.0%
High-Yield Bonds
10.0%
US Equities7.5%
International Equities7.5%
Canadian Equities
5.0%
Real Estate5.0%


Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
Vanguard Canadian Short-Term Corp Bd ETF
VSC
25.0%
Vanguard Canadian Short-Term Bond ETF
VSB
15.0%
BMO Covered Call DJIA Hedged to CAD ETF
ZWA
15.0%
BMO Laddered Preferred Share ETF
ZPR
10.0%
BMO High Yld US Corp Bd Hdgd to CAD ETF
ZHY
10.0%
iShares Core MSCI EAFE IMI
XEF
7.5%
Horizons S&P 500 ETF
HXS
7.5%
BMO Equal Weight REITs ETF
ZRE
5.0%
Horizons S&P/TSX 60 ETF
HXT
5.0%
Portfolio MER
0.32%

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