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Aggressive ETF Portfolio

Portfolio Summary

This portfolio is for those with a medium to high risk tolerance, have a long term investment horizon and are comfortable with the majority of the portfolio invested in equity and real estate.

As of April 30, 2022


Portfolio Allocation

Asset Allocation

Your portfolio is invested in the following assets:

Asset Class Breakdown
Canadian Equities
28.0%
US Equities 26.0%
International Equities 19.0%
High-Yield Bonds 10.0%
Emerging Markets 9.0%
Corporate Bonds 8.0%
Fund Allocation

Your portfolio is invested in the following ETFs:

Fund Ticker Breakdown
Horizons S&P/TSX 60 ETF (Factsheet)
HXT
28.0%
Horizons S&P 500 ETF (Factsheet) HXS 26.0%
iShares Core MSCI EAFE IMI (Factsheet) XEF 19.0%
BMO High Yld US Corp Bd Hdgd to CAD ETF (Factsheet) ZHY 10.0%
BMO MSCI Emerging Markets ETF (Factsheet ZEM 9.0%
BMO Mid Corporate Bond Index ETF (Factsheet)
ZCM
4.0%
BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (Factsheet) ZMU 4.0%
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: info@cidirectinvesting.com.

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