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.
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).
|Period||Cumulative Returns||Annualized Returns|
* These 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:
|Vanguard Canadian Short-Term Corp Bd ETF||VSC||25.0%|
|Horizons S&P 500 ETF||HXS||16.5%|
|Vanguard Canadian Short-Term Bond ETF||VSB||15.0%|
|BMO High Yld US Corp Bd Hdgd to CAD ETF||ZHY||10.0%|
|Horizons Laddered Canadian Preferred Share ETF||HLPR||10.0%|
|iShares Core MSCI EAFE IMI||XEF||7.5%|
|BMO US Short-Term IG Corp Bd Hdgd to CAD ETF||ZSU||6.0%|
|Horizons S&P/TSX 60 ETF||HXT||5.0%|
|Horizons Equal Weight Canada REIT ETF||HCRE||5.0%|
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