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
Here’s how $100,000 could have hypothetically grown if you had invested it in this portfolio since August 2014. This performance does not factor in CI Direct Investing’s management fees.1
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