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.
Performance
We've modelled a 50% equity portfolio below. The portfolio has grown by 36.5% (net of fees) since Wealthsimple's launch on January 30, 2017, to September 30, 2020.
| Period | Performance (Cumulative) |
| 1m | -1.2% |
| 3m | 5.5% |
| 6m | 17.0% |
| 1yr | 13.3% |
| Inception | 36.5% |
| Inception (annualized) | 8.8% |
| 3yr (annualized) | 7.7% |
| Year | Performance |
| 2017 | 11.8% |
| 2018 | -4.8% |
| 2019 | 18.0% |
| 2020 | 8.6% |
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. | 22.5% |
| Vanguard ESG International Stock ETF | VSGX | Global stocks, excluding US companies, screened on broad ESG criteria. | 27.5% |
| 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. | 20.3% |
| 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. | 15% |
| SPDR Gold MiniShares Trust | GLDM | Shares tracking the value of physical gold bars held in London vaults | 2.5% |
| iShares ESG Aware 1-5 Year USD Corporate Bond ETF | SUSB | Short-term corporate debt, screened for sustainable values | 12.3% |
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 1.77%
Performance numbers are net of fees and reflect the reinvestment of dividends and other earnings.
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