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 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).
|Period||Cumulative Returns||Annualized Returns|
* Cumulative return since inception 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||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%|
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