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Growth ETF Portfolio

Portfolio Summary

This portfolio is for those with a medium risk tolerance, have an intermediate to long term investment horizon and are comfortable with the majority of the portfolio invested in equity, real estate and alternatives.

Performance as of May 31, 2019

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Illustrated rate of return is 35.85% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $135,850 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
YTD7.83%
1 Month-2.95%
3 Month0.86%
6 Month3.44%
1 Year3.72%3.72%
2 Year10.38%5.06%
3 Year27.12%8.33%
Since Inception35.85%6.62%
YearReturns
2014*1.58%
20153.89%
20169.08%
201712.30%
2018-2.48%

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

12 Month Yield
1.77%


Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
US Equities30.0%
Corporate Bonds
17.5%
International Equities
15.0%
High-Yield Bonds
15.0%
Canadian Equities
7.5%
Real Estate
7.5%
Income Strategies
7.5%


Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
Horizons S&P 500 ETF (Factsheet)
HXS
30.0%
iShares Core MSCI EAFE IMI ETF (Factsheet)
XEF15.0%
BMO High Yld US Corp Bd Hdgd to CAD ETF (Factsheet)
ZHY
15.0%
Vanguard Canadian Short-Term Corp Bd ETF (Factsheet)
VSC
12.5%
Horizons S&P/TSX 60 ETF (Factsheet)
HXT7.5%
Horizons Equal Weight Canada REIT ETF (Factsheet)
HCRE7.5%
Horizons Laddered Canadian Preferred Share ETF (Factsheet)
HLPR7.5%
BMO US Short-Term IG Corp Bd Hdgd to CAD ETF (Factsheet)
ZSU5.0%
Portfolio MER
0.26%


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