What assets are in the Growth Portfolio?

Investor type

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. 

Breakdown

Your Non-registered (ie. Taxable/Personal) portfolio will be invested in the following funds:

Vanguard Total Stock Market ETF VTI 35.50%
Vanguard FTSE Europe ETF VGK 15.00%
iShares National Municipal Bond ETF MUB 12.00%
Vanguard Small-Cap Value ETF VBR 11.50%
Vanguard Total Bond Market BND 8.00%
Vanguard FTSE Emerging Markets ETF VWO 6.50%
Vanguard Mid-Cap Value ETF VOE 6.00%
WisdomTree Japan Hedged Equity Fund DXJ 5.50%

The MER of this portfolio is 0.12%

The 12 month dividend yield of this portfolio is 2.49%

 

Your Registered (ie. IRA) portfolio will be invested in the following funds:

Vanguard Total Stock Market ETF VTI 35.50%
Vanguard Total Bond Market BND 20.00%
Vanguard FTSE Europe ETF VGK 15.00%
Vanguard Small-Cap Value ETF VBR 11.50%
Vanguard FTSE Emerging Markets ETF VWO 6.50%
Vanguard Mid-Cap Value ETF VOE 6.00%
WisdomTree Japan Hedged Equity Fund DXJ 5.50%

The MER of this portfolio is 0.1%

The 12 month dividend yield of this portfolio is 2.31%

 

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