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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 August 31, 2019

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Illustrated rate of return is 24.59% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $124,589 on August 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).


Cumulative Returns    
Annualized Returns
YTD 7.80%
1 Month -0.25%
3 Month 1.84%
6 Month 2.56%
1 Year 2.35% 2.35%
2 Year 9.75% 4.77%
3 Year 18.29% 5.76%
Since Inception 24.59% 4.47%
Year Returns
2014* 0.80%
2015 0.30%
2016 7.24%
2017 8.86%
2018 -2.14%

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

12 Month Yield
Asset Allocation

Your portfolio is invested in the following assets:

Asset Class Breakdown
Corporate Bonds 31.0%
US Equities 16.5%
Government Bonds 15.0%
High-Yield Bonds 10.0%
Income Strategies 10.0%
International Equities
Real Estate
Canadian Equities 5.0%

Fund Allocation

Your portfolio is invested in the following ETFs:

Fund Ticker Breakdown
Vanguard Canadian Short-Term Corp Bd ETF  (Factsheet) VSC 25.0%
Horizons S&P 500 ETF  (Factsheet)
Vanguard Canadian Short-Term Bond ETF (Factsheet) VSB 15.0%
BMO High Yld US Corp Bd Hdgd to CAD ETF  (Factsheet) ZHY 10.0%
Horizons Laddered Canadian Preferred Share ETF (Factsheet)
HLPR 10.0%
iShares Core MSCI EAFE IMI ETF (Factsheet) XEF 7.5%
BMO US Short-Term IG Corp Bd Hdgd to CAD ETF (Factsheet)
ZSU 6.0%
Horizons S&P/TSX 60 ETF (Factsheet)
HXT 5.0%
Horizons Equal Weight Canada REIT ETF (Factsheet)
HCRE 5.0%
Portfolio MER

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