Investor type
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.
Performance
We've modelled an 80% equity portfolio below. This portfolio has grown by a cumulative 41.4% (net of fees) since it was launch on January 30, 2017, to September 30, 2020.
| Period | Performance (Cumulative) |
| 1m | -2.0% |
| 3m | 7.7% |
| 6m | 24.9% |
| 1yr | 13.3% |
| Inception | 41.4% |
| Inception (annualized) | 9.9% |
| 3yr (annualized) | 8.0% |
| Year | Performance |
| 2017 | 16.3% |
| 2018 | -7.6% |
| 2019 | 24.3% |
| 2020 | 5.9% |
Breakdown
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% |
| Vanguard ESG International Stock ETF | VSGX | Global stocks, excluding US companies, screened on broad ESG criteria. | 44% |
| 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% |
| 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. | 7.5% |
| SPDR Gold MiniShares Trust | GLDM | Shares tracking the value of physical gold bars held in London vaults | 2.5% |
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 1.82%
Performance numbers are net of fees and reflect the reinvestment of dividends and other earnings.
Comments
0 comments
Please sign in to leave a comment.