Our Growth portfolios range from 75-90% equity and are designed for an individual with medium-to-high risk tolerance. If you can bear market fluctuations with relative ease and understand that there can be short-term periods of poor performance, this portfolio is for you.
We've modeled an 80% equity portfolio below. This portfolio has grown by 26.7% (net of fees) since Wealthsimple's launch on August 20, 2014, to November 30, 2018.
Your portfolio will be invested in the following funds:
|iShares Core MSCI EAFE||IEFA||Large, mid, and small cap stocks in developed Europe, Australasia and the Far East||15%|
|iShares Core MSCI Emerging Markets||IEMG||Large, mid, and small cap stocks in more than 20 emerging markets||10%|
|iShares Core S&P/TSX Capped Composite Index||XIC||250+ Canadian equities representing 95% of the Canadian equity market||22.5%|
iShares Canadian Short Term Corporate + Maple Bond Index ETF
|XSH||Exposure to variety of short-term Canadian corporate debt securities||12.5%|
|Vanguard Total Stock Market||VTI||3800 large, medium, small and micro-cap companies mirroring the US equity market||20%|
|BMO Mid Federal Bond Index||ZFM||Mid term debt securities issued or guaranteed by the Government of Canada||7.5%|
Vanguard US Total Market ETF (CAD-Hedged)
|VUS||Diversified companies mirroring the US equity market with hedged currency exposure||12.5%|
The MER of this portfolio is 0.1% and the management fee of this portfolio 0.50%
The indicated dividend yield of this portfolio is 2.32%