Our growth portfolios range from 75-90% equity and are designed for an individual with medium-to-high risk tolerance. If you can bear market fluctuations with relative ease and understand that there can be short-term periods of poor performance, this portfolio is for you.
We've modelled an 80% equity portfolio below. This portfolio has grown by a cumulative 31.3% (net of fees) since it was launch on January 30, 2017, to June 30, 2020.
Your portfolio will be invested in the following funds:
|Vanguard ESG U.S. Stock ETF||ESGV||Market cap weighted index composed of US stocks and screened for certain environmental, social, and corporate governance (ESG) criteria.||36.0%|
|Vanguard ESG International Stock ETF||VSGX||Global stocks, excluding US companies, screened on broad ESG criteria.||44.0%|
|SPDR Portfolio Long Term Treasury ETF||SPTL||Long Term Treasury ETF with exposure to US Treasuries with a remaining time to maturity of 10 or more years.||10.00%|
|PIMCO 15+ Year U.S. TIPS Index ETF||LTPZ||Market-weighted index of US Treasury inflation-protected securities with a remaining maturity of 15 years or more.||10.00%|
The MER of this portfolio is 0.14% and the management fee of this portfolio is 0.50%
The indicated dividend yield of this portfolio is 1.88%
Performance numbers are net of fees and reflect the reinvestment of dividends and other earnings.