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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 August 31, 2019

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Illustrated rate of return is 39.72% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $139,717 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 10.90%
1 Month -0.32%
3 Month 2.85%
6 Month 3.73%
1 Year 2.85% 2.85%
2 Year 14.70% 7.10%
3 Year 26.47% 8.15%
Since Inception 39.72% 6.88%
Year Returns
2014* 1.58%
2015 3.89%
2016 9.08%
2017 12.30%
2018 -2.48%

* 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
US Equities 30.0%
Corporate Bonds
International Equities
High-Yield Bonds
Canadian Equities
Real Estate
Income Strategies

Fund Allocation

Your portfolio is invested in the following ETFs:

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

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