Investor type
Our Conservative portfolios have around 30% equity allocation. These have been designed for a conservative investor desiring a slightly larger equity component. If you prefer stability and a modest return, this portfolio is for you. You should be willing to accept that there are short-term market fluctuations but also hold a long-term perspective.
Performance
We've modelled a 35% equity portfolio below. This portfolio has grown by a cumulative 16.87% (net of fees) since it was launched on March 24, 2016 to January 31, 2023.
Initial Value: $10,000 | End of Period Value: $11,687 |
Investment Growth - Time Period: Mar 24, 2016 - Jan 31, 2023 |
Period | Performance (Cumulative) |
1m | 4.26% |
3m | 7.81% |
6m | 2.32% |
1yr | -6.48% |
Inception | 16.87% |
Inception (annualized) | 2.30% |
3yr (annualized) | -0.61% |
5yr (annualized) | 1.70% |
Period | Performance |
2016 | 3.21% |
2017 | 4.17% |
2018 | -0.38% |
2019 | 8.60% |
2020 | 10.91% |
2021 | 2.89% |
2022 |
-15.57%
|
2023 |
4.26% |
Your portfolio will be invested in the following funds:
Breakdown
Wealthsimple North America Socially Responsible Index ETF | WSRI | Canadian and American stocks that do not violate social and environmental values | 17.5% |
Wealthsimple Developed Markets ex-North America Socially Responsible Index ETF | WSRD | European, Australian, and Asian stocks that do not violate social and environmental values | 17.5% |
BMO Long Federal Bond Index ETF | ZFL | Long term debt securities issued or guaranteed by the Government of Canada | 22% |
Wealthsimple North American Green Bond Index ETF (CAD-Hedged) | WSGB | A collection of green bonds that trade on the NEO Exchange. | 40.5% |
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 0.25% and the management fee for this portfolio is 0.50%
Get on track with a Wealthsimple Portfolio Review
Comments
0 comments
Please sign in to leave a comment.