What are assets make up the Balanced Portfolio?

Investor type

Our balanced portfolios are suitable for an investor with low-to-medium risk tolerance. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio is for you.

Breakdown

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

iShares National Municipal Bond ETF MUB 26.50%
Vanguard Total Stock Market ETF VTI 22.00%
Vanguard Total Bond Market BND 16.00%
Vanguard FTSE Europe ETF VGK 9.50%
Vanguard Small-Cap Value ETF VBR 7.00%
VanEck Vectors Fallen Angel High Yield Bond ETF ANGL 5.00%
Vanguard Mid-Cap Value ETF VOE 4.00%
Vanguard FTSE Emerging Markets ETF VWO 4.00%
WisdomTree Japan Hedged Equity Fund DXJ 3.50%
iShares TIPS Bond TIP 2.50%

The MER of this portfolio is 0.15%

The 12 month dividend yield of this portfolio is 2.85%

 

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

Vanguard Total Bond Market BND 42.50%
Vanguard Total Stock Market ETF VTI 22.00%
Vanguard FTSE Europe ETF VGK 9.50%
Vanguard Small-Cap Value ETF VBR 7.00%
VanEck Vectors Fallen Angel High Yield Bond ETF ANGL 5.00%
Vanguard Mid-Cap Value ETF VOE 4.00%
Vanguard FTSE Emerging Markets ETF VWO 4.00%
WisdomTree Japan Hedged Equity Fund DXJ 3.50%
iShares TIPS Bond TIP 2.50%

The MER of this portfolio is 0.10%

The 12 month dividend yield of this portfolio is 2.47%

 

 

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