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Aggressive ETF Portfolio

Portfolio Summary

This portfolio is for those with a medium to high risk tolerance, have a long term investment horizon and are comfortable with the majority of the portfolio invested in equity and real estate.

Performance as of April 30, 2020

Image titleThis chart illustrates the cumulative performance of $100,000 hypothetically invested in the Aggressive ETF Portfolio since the inception date of August 19, 2014. All returns are time weighted and net of the funds’ management expense ratio (MER); however, do not display performance net of WealthBar’s management fee. The composition of the portfolio and further disclosure can be found below.

Period Cumulative Returns     Annualized Returns
YTD -7.66%
1 Month 8.85%
3 Month -8.70%
6 Month -4.62%
1 Year -2.38% -2.38%
2 Year 6.83% 3.36%
3 Year 13.56% 4.33%
5 Year 33.68% 5.97%
Since Inception 43.45% 6.54%
Year Returns
2014 1.97%
2015 5.50%
2016 9.68%
2017 13.54%
2018 -2.38%
2019 18.92%

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

12 Month Yield
1.85%

Portfolio Allocation

Asset Allocation

Your portfolio is invested in the following assets:

Asset Class Breakdown
US Equities 35.0%
International Equities 17.5%
High-Yield Bonds 12.5%
Canadian Equities 10.0%
Real Estate 10.0%
Corporate Bonds 10.0%
Preferred Shares 5.0%
Fund Allocation

Your portfolio is invested in the following ETFs:

Fund Ticker Breakdown
Horizons S&P 500 ETF (Factsheet) HXS 35.0%
iShares Core MSCI EAFE IMI (Factsheet) XEF 17.5%
BMO High Yld US Corp Bd Hdgd to CAD ETF (Factsheet) ZHY 12.5%
Horizons Equal Weight Canada REIT ETF (Factsheet) HCRE 10.0%
Horizons S&P/TSX 60 ETF (Factsheet) HXT 10.0%
BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (Factsheet) ZMU 5.0%
BMO Mid Corporate Bond Index ETF (Factsheet) ZCM 5.0%
Horizons Laddered Canadian Preferred Share ETF (Factsheet) HLPR 5.0%
Portfolio MER
0.26%


This is a hypothetical illustration of our portfolio performance as of the date noted above. The time-weighted performance is displayed in Canadian dollars and assumes daily rebalancing and the reinvestment of distributions. It is reflective of the model portfolio's target holdings and weights including portfolio changes. The performance is net of the management expense ratios (MERs); however, does not include WealthBar’s management fee or taxes. Performance is annualized for all periods greater than one year.  This performance may differ from clients’ actual account return due to the timing of deposits, withdrawals, buys and sells, and the reinvestment of distributions.

The performance provided is for informational purposes only and is not to be considered as investment advice. Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.

Although WealthBar believes the obtained information provided from third-party sources to be reliable, WealthBar does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: info@wealthbar.com.

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