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Safety ETF Portfolio

Portfolio Summary

This portfolio is for those with a low-risk tolerance, have a short investment horizon and are comfortable with the majority of the portfolio invested in fixed income and equity.

Performance as of December 31, 2018

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Illustrated rate of return is 9.67% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $109,667 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-1.53%

1 Month-1.56%

3 Month-3.30%

6 Month-2.11%

1 Year-1.53%
-1.53%
2 Year4.38%
2.17%
3 Year10.24%
3.30%
Since Inception9.67%
2.14%
YearReturns
2014*0.24%
2015-0.85%
20165.62%
20176.00%
2018-1.53%

* Cumulative return since inception to 2014 year end.

12 Month Yield
3.07%


Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
Government Bonds30.0%
Corporate Bonds30.0%
Income Strategies20.0%
Canadian Equities5.0%
International Equities5.0%
High-Yield Bonds5.0%
Real Estate5.0%


Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
Vanguard Canadian Short-Term Bond ETF
VSB
30.0%
Vanguard Canadian Short-Term Corp Bd ETF
VSC
30.0%
BMO Laddered Preferred Share ETF
ZPR10.0%
BMO Covered Call DJIA Hedged to CAD ETF
ZWA10.0%
Horizons S&P/TSX 60 ETF
HXT5.0%
BMO High Yld US Corp Bd Hdgd to CAD ETF
ZHY5.0%
BMO Equal Weight REITs ETF
ZRE5.0%
iShares Core MSCI EAFE IMI
XEF5.0%
Portfolio MER
0.26%

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