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.
Non-Registered Portfolio Performance
We've modeled a 50% non-registered equity portfolio below. The portfolio has grown by 11.6% (net of fees) since Wealthsimple's launch on January 30, 2017, to May 31, 2019.
| Period | Performance (Cumulative) |
| 1m | -3.0% |
| 3m | 0.1% |
| 6m | 2.6% |
| 1yr | 1.0% |
| Inception | 11.6% |
| Inception (annualized) | 4.7% |
| Year | Performance |
| 2017 | 11.2% |
| 2018 | -6.0% |
| 2019 | 6.8% |
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%
Registered Portfolio Performance
We've modeled a 50% registered equity portfolio below. The portfolio has grown by 11.2% (net of fees) since Wealthsimple's launch on January 30, 2017 to May 31, 2019.
| Period | Performance (Cumulative) |
| 1m | -2.9% |
| 3m | 0.2% |
| 6m | 2.9% |
| 1yr | 1.1% |
| Inception | 11.2% |
| Inception (annualized) | 4.5% |
| Year | Performance |
| 2017 | 10.9% |
| 2018 | -6.2% |
| 2019 | 6.9% |
Breakdown
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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