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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 December 31, 2018

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Illustrated rate of return is 25.97% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $125,966 on December 31, 2018. This performance is an illustration of the portfolio's current investment mix, going back to inception, being rebalanced daily and denominated in Canadian dollars. Source MorningStar Direct (or WealthBar).

PeriodCumulative Returns
Annualized Returns
YTD-2.50%

1 Month-4.08%

3 Month-7.22%

6 Month-4.54%

1 Year-2.50%
-2.50%
2 Year9.50%
4.65%
3 Year19.44%
6.10%
Since Inception25.97%
5.43%
YearReturns
2014*1.58%
20153.89%
20169.08%
201712.30%
2018-2.50%

* Cumulative return since inception to 2014 year end.

12 Month Yield
2.99%

Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
US Equities22.5%
Income Strategies20.0%
High-Yield Bonds15.0%
International Equities15.0%
Corporate Bonds12.5%
Real Estate7.5%
Canadian Equities
7.5%


Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
Horizons S&P 500 ETF
HXS
22.5%
BMO High Yld US Corp Bd Hdgd to CAD ETF
ZHY
15.0%
iShares Core MSCI EAFE IMI
XEF
15.0%
BMO Covered Call DJIA Hedged to CAD ETF
ZWA
12.5%
Vanguard Canadian Short-Term Corp Bd ETF
VSC
12.5%
BMO Equal Weight REITs ETF
ZRE
7.5%
BMO Laddered Preferred Share ETF
ZPR
7.5%
Horizons S&P/TSX 60 ETF
HXT
7.5%
Portfolio MER
0.34%

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