What is Wealthsimple’s investment strategy?

Investing is confusing, right? Wrong! Here at Wealthsimple, we bring it back to the fundamentals. Let's break down our approach:

1.) Diversification: Each of our portfolios is fully diversified across asset classes to help investors achieve a higher rate of return while taking less risk. To do this, we build our portfolios through the purchase of broad based Exchange Traded Funds (ETFs). So not only are you diversified within an asset, you are also diversified across assets.

2.) Passive management: "Smart" people spend a lot of time cooking up foolproof strategies to deliver above average market returns. However, the vast majority of these strategies fail to beat the market. Over the past 100 years, the markets have survived depressions, world wars, tech bubbles, and real estate collapses. Guess what strategy most investors would have been best off going with? You guessed it - the boring old passive strategy of buy and hold.

3.) You are the boss! You may not be an investment guru, but who you are is one of the most important elements of our approach. When you join Wealthsimple, you answer a risk questionnaire and tell us a little about what you're saving, so we can customize your portfolio.

Simple, right? But if you still have questions, we're here to help. Please send us an email at support@wealthsimple.com or call us at 1 (855) 510-8948.

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