Our Portfolios.
Performance history will be provided once we have one year of data for these portfolios (inception date: January 4th, 2021).*
Aggressive ETF Portfolio
5 Year Return
10.86%
This portfolio provides maximum growth. This portfolio is selected for clients with a medium-to-high risk tolerance, that are perceived to can handle the ups and downs of the markets over the long term. Individuals seeking low-cost investments and are comfortable with the majority of the portfolio being invested in equities and real estate are generally preferred.
5 Year Return
5.55%
4.44% higher than the benchmark
Risk Level
medium-high
12 Month Yield
1.73%
MER
0.24
Performance as of October 31, 2020
Performance Summary
Asset Allocation
This portfolio is invested in the following assets.
Stocks - 64.5%
-
US Equities35%
-
International Equities17.5%
-
Canadian Equities12%
Bonds - 25.5%
-
High-Yield Bonds12.5%
-
Corporate Bonds13%
Other - 10%
-
Real Estate10%
Asset allocation as of September 30, 2021
Asset Allocation
This portfolio is invested in the following assets.
Stocks - 64.5%
-
US Equities35%
-
International Equities17.5%
-
Canadian Equities12%
Bonds - 25.5%
-
High-Yield Bonds12.5%
-
Corporate Bonds13%
Other - 10%
-
Real Estate10%
Asset allocation as of September 30, 2021