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Balanced ETF Portfolio

Portfolio Summary

This portfolio is for those with a medium risk tolerance, have an intermediate investment horizon and are comfortable with a diversified portfolio invested in fixed income, equity, real estate and alternatives. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.

As of October 31, 2023.

Asset Allocation

Your portfolio is invested in the following assets:

Asset Class Weighting
Government  Bonds 26.0%
Canadian Equities 20.0%
U.S. Equities 17.0%
International Equities 14.0%
Corporate Bonds 11.0%
Emerging Markets 6.0%
High Yield Bonds 5.0%
Money Market 1.0%

Fund Allocation

Your portfolio is invested in the following ETFs:

Fund Symbol Weighting
iShares Core Canadian Universe Bond Index ETF (Factsheet) XBB 29.5%
CI Canadian Equity Index ETF (Factsheet) CCDN 19.5%
CI U.S. 500 Index ETF (Factsheet) CUSA.B 17%
BMO MSCI EAFE Index ETF (Factsheet) ZEA 14%
Global Aggregate Bond Index ETF (CAD-hedged) (Factsheet) VGAB 7%
CI Emerging Markets Alpha ETF (Factsheet) CIEM 5.5%
CI Enhanced Short Duration Bond Fund (Factsheet) FSB 4%
BMO High Yield US Corporate Bond Index ETF (Factsheet) ZJK 3.5%
Portfolio MER
0.23%

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 CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing 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: [email protected].

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