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.
Illustrated rate of return is 14.93% cumulatively since inception on Aug. 19, 2014. If you invested $100,000 on Aug. 19, 2014 it would be worth $114,929 on May 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|
* These returns reflect cumulative (not annualized) performance from inception date to 2014 year-end.
|12 Month Yield|
Your portfolio is invested in the following assets:
Your portfolio is invested in the following ETFs:
|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%|
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