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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 April 30, 2019

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Illustrated rate of return is 24.45% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $124,450 on April 30, 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).


PeriodCumulative ReturnsAnnualized Returns
YTD7.68%
1 Month1.34%
3 Month4.26%
6 Month4.90%
1 Year5.65%5.65%
2 Year9.74%4.76%
3 Year22.70%7.06%
Since Inception24.45%4.77%
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
1.95%
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 ETFVSC25.0%
Horizons S&P 500 ETF
HXS
16.5%
Vanguard Canadian Short-Term Bond ETFVSB15.0%
BMO High Yld US Corp Bd Hdgd to CAD ETFZHY10.0%
Horizons Laddered Canadian Preferred Share ETF
HLPR10.0%
iShares Core MSCI EAFE IMIXEF7.5%
BMO US Short-Term IG Corp Bd Hdgd to CAD ETF
ZSU6.0%
Horizons S&P/TSX 60 ETF
HXT5.0%
Horizons Equal Weight Canada REIT ETF
HCRE5.0%
Portfolio MER
0.23%


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