With our exchange-traded fund portfolios you pay less than comparable mutual funds. Add in professional diversification to help protect you from the ups and downs of the market, and you’ve got the formula for potentially favourable returns.
Our portfolios
Portfolio details as of December 31, 2021
Safety ETF Portfolio
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.
Asset Allocation
This portfolio is invested in the following assets.
Stocks - 29%
-
Canadian Equities10%
-
U.S. Equities9%
-
International Equities10%
Bonds - 71%
-
Corporate Bonds37%
-
Government Bonds29%
-
High-Yield Bonds5%
Fund Allocation
This portfolio is invested in the following securities.
Fund
Symbol
Weighting
Portfolio MER: 0.18%
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: info@cidirectinvesting.com.
Conservative ETF Portfolio
This portfolio is for those with a low to medium risk tolerance, have a short to intermediate investment horizon and are comfortable with the majority of the portfolio invested in fixed income and equity.
Asset Allocation
This portfolio is invested in the following assets.
Stocks - 45%
-
Canadian Equities16%
-
U.S. Equities13%
-
International Equities13%
-
Emerging Markets3%
Bonds - 55%
-
Corporate Bonds30%
-
Government Bonds19%
-
High-Yield Bonds6%
Fund Allocation
This portfolio is invested in the following securities.
Fund
Symbol
Weighting
Portfolio MER: 0.19%
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: info@cidirectinvesting.com.
Balanced ETF Portfolio
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.
Asset Allocation
This portfolio is invested in the following assets.
Stocks - 65%
-
Canadian Equities22%
-
U.S. Equities21%
-
International Equities17%
-
Emerging Markets5%
Bonds - 35%
-
Corporate Bonds16%
-
Government Bonds12%
-
High-Yield Bonds7%
Fund Allocation
This portfolio is invested in the following securities.
Fund
Symbol
Weighting
Portfolio MER: 0.17%
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: info@cidirectinvesting.com.
Growth ETF Portfolio
This portfolio is for those with a medium risk tolerance, have an intermediate to long term investment horizon and are comfortable with the majority of the portfolio invested in equity, real estate and alternatives.
Asset Allocation
This portfolio is invested in the following assets.
Stocks - 74%
-
Canadian Equities25%
-
U.S. Equities23%
-
International Equities19%
-
Emerging Markets7%
Bonds - 26%
-
Corporate Bonds12%
-
Government Bonds6%
-
High-Yield Bonds8%
Fund Allocation
This portfolio is invested in the following securities.
Fund
Symbol
Weighting
Portfolio MER: 0.18%
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: info@cidirectinvesting.com.
Aggressive ETF Portfolio
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.
Asset Allocation
This portfolio is invested in the following assets.
Stocks - 82%
-
Canadian Equities28%
-
U.S. Equities26%
-
International Equities19%
-
Emerging Markets9%
Bonds - 18%
-
Corporate Bonds8%
-
High-Yield Bonds10%
Fund Allocation
This portfolio is invested in the following securities.
Fund
Symbol
Weighting
Portfolio MER: 0.18%
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: info@cidirectinvesting.com.
Explore our other portfolios
We offer investments and account types designed to help you meet your goals. They offer broad diversification and professional management.
Impact Portfolios
Align your investments with your values.
Private Portfolios
Diversify with private and alternative assets.
Competitive pricing
The more you invest, the more you save.
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* This compares the average cost of investing in CI Direct Investing’s Balanced ETF Portfolio against the average cost of investing with mutual funds of 1.93%. CI Direct Investing’s cost is based on the annualized portfolio management fee on $25,000 (0.60%) and the weighted management expense ratio (0.25%) of the ETF holdings in the Balanced ETF Portfolio. Source: Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios – Strategic Insights, June 2019