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 51.3%% (net of fees) since it was launch on March 24, 2016 to December 31, 2020.
|Initial Value: $10,000||End of Period Value: $15,133|
Investment Growth - Time Period: Mar 24, 2014 - Dec 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||40.0%|
|Wealthsimple Developed Markets ex-North America Socially Responsible Index ETF||WSRD||European, Australian, and Asian stocks that do not violate social and environmental values||40.0%|
|BMO Long Federal Bond Index ETF||ZFL||Long term debt securities issued or guaranteed by the Government of Canada||15.0%|
|BMO BMO Mid Provincial Bond Index ETF||ZMP||Debt securities issued by Canadian provinces||2.0%|
|SPDR Gold MiniShares Trust||GLDM||Shares tracking the value of physical gold bars held in London vaults||2.5%|
The MER of this portfolio is 0.22% and the management fee of this portfolio is 0.50%
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