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Balanced ETF Portfolio

Portfolio Summary

This portfolio is for those with a medium risk tolerance, have an intermediate investment horizon and are comfortable with a diversified portfolio invested in fixed income, equity, real estate and alternatives.

As of April 30, 2022

Portfolio Allocation

Asset Allocation

Your portfolio is invested in the following assets:

Asset Class Breakdown
Canadian Equities 22.0%
US Equities 21.0%
International Equities
Corporate Bonds 16.0%
Government  Bonds 12.0%
High Yield Bonds 7.0%
Emerging Markets 5.0%

Fund Allocation

Your portfolio is invested in the following ETFs:

Fund Ticker Breakdown
Horizons S&P/TSX 60 ETF  (Factsheet)
Horizons S&P 500 ETF (Factsheet) HXS 21.0%
iShares Core MSCI EAFE IMI ETF (Factsheet)
Vanguard Canadian Short-Term Bond ETF (Factsheet)
BMO High Yld US Corp Bd Hdgd to CAD ETF (Factsheet)
BMO Mid Corporate Bond Index ETF (Factsheet) ZCM 5.5%
BMO Mid-Term US IG Corp Bd Hdgd to CAD Index ETF (Factsheet)
ZMU 5.5%
BMO MSCI Emerging Markets ETF (Factsheet) ZEM 5.0%

Portfolio MER

The performance provided is for informational purposes only and is not to be considered as investment advice. 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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