How can we help?

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 February 28, 2019

Image title

Illustrated rate of return is 13.92% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $113,921 on February 28, 2019. 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).

YearReturns
2014*0.24%
2015-0.85%
20165.62%
20176.00%
2018-1.53%

* Cumulative return since inception to 2014 year end.

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%

Was this article helpful?

sign up
sign up

Can’t find the answers you’re looking for?

Our customer care team is here for you.

Contact Support