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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 April 30, 2019

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Illustrated rate of return is 15.86% cumulatively since inception on Aug. 19, 2014. If you invested $100,000 on Aug. 19, 2014 it would be worth $115,860 on April 30, 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).

PeriodCumulative ReturnsAnnualized Returns
YTD5.55%
1 Month0.80%
3 Month3.00%
6 Month3.97%
1 Year4.30%4.30%
2 Year6.76%3.33%
3 Year15.43%4.90%
Since Inception15.86%3.19%
YearReturns
2014*0.24%
2015-0.85%
20165.62%
20176.00%
2018-1.44%

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

12 Month Yield
2.02%


Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
Corporate Bonds34.0%
Government Bonds
30.0%
Income Strategies10.0%
US Equities6.0%
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%
Horizons Laddered Canadian Preferred Share ETF
HLPR10.0%
Horizons S&P 500 ETF
HXS6.0%
iShares Core MSCI EAFE IMI ETF
XEF
5.0%
Horizons S&P/TSX 60 ETF
HXT5.0%
BMO High Yld US Corp Bd Hdgd to CAD ETF
ZHY5.0%
Horizons Equal Weight Canada REIT ETF
HCRE5.0%
BMO US Short-Term IG Corp Bd Hdgd to CAD ETF
ZSU4.0%
Portfolio MER
0.19%


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