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 modelled a 50% non-registered equity portfolio below. The portfolio has grown by 29.1% (net of fees) since Wealthsimple's launch on January 30, 2017, to August 31, 2020.
| Period | Performance (Cumulative) |
| 1m | 1.4% |
| 3m | 7.0% |
| 6m | 8.3% |
| 1yr | 11.5% |
| Inception | 29.1% |
| Inception (annualized) | 7.4% |
| 3yr (annualized) | 6.6% |
| Year | Performance |
| 2017 | 11.2% |
| 2018 | -6.0% |
| 2019 | 14.4% |
| 2020 | 7.9% |
Breakdown
Your non-registered (Personal) portfolio will be invested in the following funds:
| iShares National Municipal Bond ETF | MUB | 20.00% |
| Vanguard Total Stock Market ETF | VTI | 15.00% |
| iShares Core MSCI International Developed Markets ETF | IDEV | 15.00% |
| iShares Edge MSCI Min Vol Global ETF | ACWV | 10.00% |
| iShares Edge MSCI Min Vol Emerging Markets ETF | EEMV | 10.00% |
| PIMCO 15+ Year U.S. TIPS Index ETF | LTPZ | 15.00% |
| SPDR Portfolio Long Term Treasury ETF | SPTL | 15.00% |
The net expense ratio of this portfolio is 0.11%
The 12-month dividend yield of this portfolio is 2.20%
Registered Portfolio Performance
We've modelled a 50% registered equity portfolio below. The portfolio has grown by 29.9% (net of fees) since Wealthsimple's launch on January 30, 2017 to August 31, 2020.
| Period | Performance (Cumulative) |
| 1m | 1.4% |
| 3m | 7.5% |
| 6m | 8.8% |
| 1yr | 12.3% |
| Inception | 29.9% |
| Inception (annualized) | 7.6% |
| 3yr (annualized) | 6.9% |
| Year | Performance |
| 2017 | 10.9% |
| 2018 | -6.2% |
| 2019 | 14.9% |
| 2020 | 8.7% |
Breakdown
Your registered (ie. IRAs) portfolio will be invested in the following funds:
| Vanguard Total Stock Market ETF | VTI | 15.00% |
| iShares Core MSCI International Developed Markets ETF | IDEV | 15.00% |
| iShares Edge MSCI Min Vol Global ETF | ACWV | 10.00% |
| iShares Edge MSCI Min Vol Emerging Markets ETF | EEMV | 10.00% |
| PIMCO 15+ Year U.S. TIPS Index ETF | LTPZ | 15.00% |
| SPDR Portfolio Long Term Treasury ETF | SPTL | 15.00% |
| Vanguard Total Bond Market Index ETF | BND | 20.00% |
The net expense ratio of this portfolio is 0.10%
The 12-month dividend yield of this portfolio is 2.40%
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