Investor type
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.
Performance
We've modelled a 50% equity portfolio below. This portfolio has grown by a cumulative 27.59% (net of fees) since it was launched on March 24, 2016 to January 31, 2023.
Initial Value: $10,000 | End of Period Value: $12,759 |
Investment Growth - Time Period: Mar 24, 2016 - Jan 31, 2023 |
Period | Performance (Cumulative) |
1m | 4.81% |
3m | 9.05% |
6m | 4.27% |
1yr | -5.15% |
Inception | 27.59% |
Inception (annualized) | 3.62% |
3yr (annualized) | 0.58% |
5yr (annualized) | 2.34% |
Period | Performance |
2016 | 5.11% |
2017 | 7.52% |
2018 | -2.29% |
2019 | 11.32% |
2020 | 10.82% |
2021 | 5.74% |
2022 |
-15.49%
|
2023 |
4.81%
|
Breakdown
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 Long Federal Bond Index ETF | ZFL | Long term debt securities issued or guaranteed by the Government of Canada | 23% |
Wealthsimple North American Green Bond Index ETF (CAD-Hedged) | WSGB | A collection of green bonds that trade on the NEO Exchange. | 23.3% |
SPDR Gold MiniShares Trust | GLDM | Shares tracking the value of physical gold bars held in London vaults | 3.8% |
The MER of this portfolio is 0.23% and the management fee of this portfolio is 0.50%
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