Our balanced portfolios are suitable for an investor with low-to-medium risk tolerance. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio is for you.
We've modelled a 50% equity portfolio below. This portfolio has grown by a cumulative 30.9% (net of fees) since it was launched on March 24, 2016 to August 31, 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||25%|
|Wealthsimple Developed Markets ex-North America Socially Responsible Index ETF||WSRD||European, Australian, and Asian stocks that do not violate social and environmental values||25%|
|BMO Government Bond Index ETF||ZGB||Exposure to investment grade Canadian government securities||15%|
|BMO Long Federal Bond Index ETF||ZFL||Long term debt securities issued or guaranteed by the Government of Canada||20%|
|Mackenzie US TIPS Index ETF||QTIP||Exposure to inflation-protected US government bonds||15%|
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 2.03%