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.
Illustrated rate of return is 39.98% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $139,977 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:
|Horizons S&P 500 ETF||HXS||30.0%|
|iShares Core MSCI EAFE IMI ETF||XEF||15.0%|
|BMO High Yld US Corp Bd Hdgd to CAD ETF||ZHY||15.0%|
|Vanguard Canadian Short-Term Corp Bd ETF||VSC||12.5%|
|Horizons S&P/TSX 60 ETF||HXT||7.5%|
|Horizons Equal Weight Canada REIT ETF||HCRE||7.5%|
|Horizons Laddered Canadian Preferred Share ETF||HLPR||7.5%|
|BMO US Short-Term IG Corp Bd Hdgd to CAD ETF||ZSU||5.0%|
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