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.
Registered Portfolio Performance
We've modelled a 50% registered equity portfolio below. The portfolio has grown by 33.7% (net of fees) since Wealthsimple's launch on January 30, 2017 to November 30, 2020.
Your registered (ie. IRAs) portfolio will be invested in the following funds:
|Vanguard Total Stock Market ETF||VTI||15%|
|iShares Core MSCI International Developed Markets ETF||IDEV||15%|
|iShares Edge MSCI Min Vol Global ETF||ACWV||10%|
|iShares Edge MSCI Min Vol Emerging Markets ETF||EEMV||10%|
|PIMCO 15+ Year U.S. TIPS Index ETF||LTPZ||15%|
|SPDR Portfolio Long Term Treasury ETF||SPTL||19.4%|
|SPDR Gold MiniShares Trust||GLDM||2.5%|
|Vanguard Short-Term Corporate Bond ETF||VCSH||13.1%|
The net expense ratio of this portfolio is 0.11%
The 12-month dividend yield of this portfolio is 1.82%