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Conservative ETF Portfolio

Portfolio Summary

This portfolio is for those with a low to medium risk tolerance, have a short to intermediate investment horizon and are comfortable with the majority of the portfolio invested in fixed income and equity.

As of April 30, 2022


Portfolio Allocation

Asset Allocation

Your portfolio is invested in the following assets:

Asset Class Breakdown
Corporate Bonds 30.0%
Government Bonds
19.0%
Canadian Equities 16.0%
US Equities
13.0%
International Equities
13.0%
High-Yield Bonds 6.0%
Emerging Markets 3.0%

Fund Allocation

Your portfolio is invested in the following ETFs:

Fund Ticker Breakdown
Vanguard Canadian Short-Term Bond ETF (Factsheet)
VSB
27.0%
Horizons S&P/TSX 60 ETF (Factsheet)
HXT
16.0%
Horizons S&P 500 ETF  (Factsheet) HXS 13.0%
iShares Core MSCI EAFE IMI ETF (Factsheet)
XEF
13.0%
BMO Mid-Term US IG Corp Bond Hdgd to CAD ETF (Factsheet)
ZMU
11.0%
BMO Mid Corporate Bond ETF (Factsheet)
ZCM 11.0%
BMO High Yld US Corp Bd Hdgd to CAD ETF  (Factsheet) ZHY 6.0%
BMO MSCI Emerging Markets ETF (Factsheet ZEM 3.0%
Portfolio MER
0.19%

Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.

Although CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: [email protected].

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