What assets make up the Conservative portfolio?

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.  

Breakdown

Your Non-registered (ie. Taxable/personal) portfolio will be invested in the following funds:

iShares National Municipal Bond ETF MUB 34.50%
Vanguard Total Bond Market BND 20.50%
Vanguard Total Stock Market ETF VTI 15.50%
Vanguard FTSE Europe ETF VGK 6.50%
VanEck Vectors Fallen Angel High Yield Bond ETF ANGL 6.50%
Vanguard Small-Cap Value ETF VBR 5.00%
iShares TIPS Bond TIP 3.50%
Vanguard FTSE Emerging Markets ETF VWO 3.00%
WisdomTree Japan Hedged Equity Fund DXJ 2.50%
Vanguard Mid-Cap Value ETF VOE 2.50%

The MER of this portfolio is 0.17%

The 12 month dividend yield of this portfolio is 3.01%

 

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

Vanguard Total Bond Market BND 55.00%
Vanguard Total Stock Market ETF VTI 15.50%
Vanguard FTSE Europe ETF VGK 6.50%
VanEck Vectors Fallen Angel High Yield Bond ETF ANGL 6.50%
Vanguard Small-Cap Value ETF VBR 5.00%
iShares TIPS Bond TIP 3.50%
Vanguard FTSE Emerging Markets ETF VWO 3.00%
WisdomTree Japan Hedged Equity Fund DXJ 2.50%
Vanguard Mid-Cap Value ETF VOE 2.50%

The MER of this portfolio is 0.10%

The 12 month dividend yield of this portfolio is 2.52%

 

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