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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 May 31, 2019

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Illustrated rate of return is 22.34% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $122,338 on May 31, 2019. This performance is an illustration of the current portfolio's holdings and weights as described above, going back to inception, being rebalanced daily and denominated in Canadian dollars. Source MorningStar Direct (or WealthBar).


Period
Cumulative Returns
Annualized Returns
YTD5.85%
1 Month-1.70%
3 Month0.70%
6 Month3.02%
1 Year3.06%3.06%
2 Year7.72%3.79%
3 Year19.25%6.05%
Since Inception22.34%4.31%
YearReturns
2014*0.80%
20150.30%
20167.24%
20178.86%
2018-2.14%

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

12 Month Yield
1.98%
Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
Corporate Bonds31.0%
Income Strategies16.5%
Government Bonds15.0%
High-Yield Bonds10.0%
Income Strategies10.0%
International Equities
7.5%
Real Estate
5.0%
Canadian Equities5.0%

Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
Vanguard Canadian Short-Term Corp Bd ETF  (Factsheet)VSC25.0%
Horizons S&P 500 ETF  (Factsheet)
HXS
16.5%
Vanguard Canadian Short-Term Bond ETF (Factsheet)VSB15.0%
BMO High Yld US Corp Bd Hdgd to CAD ETF  (Factsheet)ZHY10.0%
Horizons Laddered Canadian Preferred Share ETF (Factsheet)
HLPR10.0%
iShares Core MSCI EAFE IMI ETF (Factsheet)XEF7.5%
BMO US Short-Term IG Corp Bd Hdgd to CAD ETF (Factsheet)
ZSU6.0%
Horizons S&P/TSX 60 ETF (Factsheet)
HXT5.0%
Horizons Equal Weight Canada REIT ETF (Factsheet)
HCRE5.0%
Portfolio MER
0.23%


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