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 modelled an 80% equity portfolio below. This portfolio has grown by a cumulative 33.1% (net of fees) since it was launch on March 24, 2016 to June 30, 2020.
Your portfolio will be invested in the following funds:
|Wealthsimple North America Socially Responsible Index ETF||WSRI||Canadian and American stocks that do not violate social and environmental values||40%|
|Wealthsimple Developed Markets ex-North America Socially Responsible Index ETF||WSRD||European, Australian, and Asian stocks that do not violate social and environmental values||40%|
|BMO Government Bond Index ETF||ZGB||Exposure to investment grade Canadian government securities||2.5%|
|BMO Long Federal Bond Index ETF||ZFL||Long term debt securities issued or guaranteed by the Government of Canada||15%|
|Mackenzie US TIPS Index ETF||QTIP||Exposure to inflation-protected US government bonds||2.5%|
The MER of this portfolio is 0.22% and the management fee of this portfolio is 0.50%
The dividend yield (trailing 12 months) of this portfolio is 1.89%