Investor type
Our Conservative portfolios have around 30% equity allocation. These have been designed for a conservative investor desiring a slightly larger equity component. If you prefer stability and a modest return, this portfolio is for you. You should be willing to accept that there are short-term market fluctuations but also hold a long-term perspective.
Registered Portfolio Performance
We've modelled a 35% registered equity portfolio below. This portfolio has grown by 29.0% (net of fees) since Wealthsimple's launch on January 30, 2017 to November 30, 2020.
| Period | Performance (Cumulative) |
| 1m | 4.3% |
| 3m | 1.7% |
| 6m | 6.7% |
| 1yr | 10.3% |
| Inception | 29.0% |
| Inception (annualized) | 6.9% |
| 3yr (annualized) | 6.2% |
| Year | Performance |
| 2017 | 8.6% |
| 2018 | -4.3% |
| 2019 | 13.1% |
| 2020 | 9.8% |
Breakdown
Your registered (ie.IRA) portfolio will be invested in the following funds:
| Vanguard Total Stock Market ETF | VTI | 10% |
| iShares Core MSCI International Developed Markets ETF | IDEV | 10% |
| iShares Edge MSCI Min Vol Global ETF | ACWV | 10% |
| iShares Edge MSCI Min Vol Emerging Markets ETF | EEMV | 5% |
| PIMCO 15+ Year U.S. TIPS Index ETF | LTPZ | 10% |
| SPDR Portfolio Long Term Treasury ETF | SPTL | 20.6% |
| SPDR Gold MiniShares Trust | GLDM | 2.5% |
| Vanguard Short-Term Corporate Bond ETF | VCSH | 31.9% |
The net expense ratio of this portfolio is 0.09%
The 12-month dividend yield of this portfolio is 1.90%
Performance numbers are net of fees and reflect the reinvestment of dividends and other earnings.
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