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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 August 31, 2019

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Illustrated rate of return is 16.32% cumulatively since inception on Aug. 19, 2014. If you invested $100,000 on Aug. 19, 2014 it would be worth $116,322 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).

 

Period
Cumulative Returns    
Annualized Returns
YTD 5.98%
1 Month -0.05%
3 Month 1.21%
6 Month 2.11%
1 Year 2.50% 2.50%
2 Year 7.16% 3.52%
3 Year 12.95% 4.15%
Since Inception 16.32% 3.05%
Year Returns
2014* 0.24%
2015 -0.85%
2016 5.62%
2017 6.00%
2018 -1.44%

* The 2014 returns reflect cumulative (not annualized) performance from inception date to 2014 year-end.

12 Month Yield
1.92%


Asset Allocation

Your portfolio is invested in the following assets:

Asset Class Breakdown
Corporate Bonds 34.0%
Government Bonds
30.0%
Income Strategies 10.0%
US Equities 6.0%
Canadian Equities 5.0%
International Equities 5.0%
High-Yield Bonds 5.0%
Real Estate 5.0%


Fund Allocation

Your portfolio is invested in the following ETFs:

Fund Ticker Breakdown
Vanguard Canadian Short-Term Bond ETF (Factsheet)
VSB
30.0%
Vanguard Canadian Short-Term Corp Bd ETF (Factsheet)
VSC
30.0%
Horizons Laddered Canadian Preferred Share ETF (Factsheet)
HLPR 10.0%
Horizons S&P 500 ETF (Factsheet)
HXS 6.0%
iShares Core MSCI EAFE IMI ETF (Factsheet)
XEF
5.0%
Horizons S&P/TSX 60 ETF (Factsheet)
HXT 5.0%
BMO High Yld US Corp Bd Hdgd to CAD ETF (Factsheet)
ZHY 5.0%
Horizons Equal Weight Canada REIT ETF (Factsheet)
HCRE 5.0%
BMO US Short-Term IG Corp Bd Hdgd to CAD ETF (Factsheet)
ZSU 4.0%


Portfolio MER
0.19%


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