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.
Registered Portfolio Performance
We've modelled an 80% equities registered portfolio below. This portfolio has grown by 29.7% (net of fees) since Wealthsimple's launch on January 30, 2017 to September 30, 2020.
Your registered (ie. IRA) portfolio will be invested in the following funds:
|Vanguard Total Stock Market ETF||VTI||25.00%|
|iShares Core MSCI International Developed Markets ETF||IDEV||25.00%|
|iShares Edge MSCI Min Vol Global ETF||ACWV||15.00%|
|iShares Edge MSCI Min Vol Emerging Markets ETF||EEMV||15.00%|
|PIMCO 15+ Year U.S. TIPS Index ETF||LTPZ||7.5%|
|SPDR Portfolio Long Term Treasury ETF||SPTL||10.00%|
|SPDR Gold MiniShares Trust||GLDM||2.5%|
The MER of this portfolio is 0.11%
The 12 month dividend yield of this portfolio is 1.80%
Performance numbers are net of fees and reflect the reinvestment of dividends and other earnings.