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Aggressive ETF Portfolio

Portfolio Summary

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

Performance as of December 31, 2018

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Illustrated rate of return is 30.62% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $130,623 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-2.39%

1 Month-4.63%

3 Month-7.81%

6 Month-4.98%

1 Year-2.39%
-2.39%
2 Year10.83%
5.28%
3 Year21.56%
6.72%
Since Inception30.62%
6.31%
YearReturns
2014*1.97%
20155.50%
20169.68%
201713.54%
2018-2.39%

* Cumulative return since inception to 2014 year end.

12 Month Yield
2.72%


Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
US Equities27.5%
International Equities17.5%
Income Strategies17.5%
High-Yield Bonds
12.5%
Canadian Equities10.0%
Real Estate10.0%
Corporate Bonds5%


Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
Horizons S&P 500 ETF
HXS
27.5%
iShares Core MSCI EAFE IMI
XEF
17.5%
BMO Covered Call DJIA Hedged to CAD ETF
ZWA
12.5%
BMO High Yld US Corp Bd Hdgd to CAD ETF
ZHY
12.5%
BMO Equal Weight REITs ETF
ZRE
10.0%
Horizons S&P/TSX 60 ETF
HXT
10.0%
BMO Laddered Preferred Share ETF
ZPR
5.0%
Vanguard Canadian Short-Term Corp Bd ETF
VSC
5.0%
Portfolio MER
0.33%

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