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Safety ETF Portfolio

Portfolio Summary

This portfolio is for those with a low-risk tolerance, have a short 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
Government Bonds 29.0%
Canadian Equities
International Equities 10.0%
US Equities 9.0%
High-Yield Bonds 5.0%
Fund Allocation

Your portfolio is invested in the following ETFs:

Fund Ticker Breakdown
Vanguard Canadian Short-Term Bond ETF (Factsheet) VSB 42.0%
BMO Mid-Term US IG Corp Bond Edge to CAD ETF (Factsheet)
BMO Mid Corporate Bond ETF (Factsheet)
Horizons S&P/TSX 60 ETF (Factsheet)
iShares Core MSCI EAFE IMI ETF (Factsheet)
Horizons S&P 500 ETF (Factsheet) HXS 9.0%
BMO High-Yield US Corporate Bond (Factsheet) ZHY 5.0%

Portfolio MER

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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