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. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.
As of December 31, 2022.
Asset Allocation
Your portfolio is invested in the following assets:
| Asset Class |
Weighting |
|---|---|
| Government Bonds |
38% |
| Corporate Bonds | 16% |
| Canadian Equities | 13% |
| U.S. Equities |
11.5% |
| International Equities |
9% |
| Money Market | 5% |
| High-Yield Bonds | 4% |
| Emerging Markets | 3.5% |
Fund Allocation
Your portfolio is invested in the following ETFs:
|
Fund |
Symbol | Weighting |
|---|---|---|
| iShares Core Canadian Universe Bond Index ETF (Factsheet) |
XBB |
42.5% |
| CI Canadian Equity Index ETF (Factsheet) |
CCDN |
13.0% |
| CI U.S. 500 Index ETF (Factsheet) |
CUSA.B |
11.5% |
| Global Aggregate Bond Index ETF (CAD-hedged) (Factsheet) |
VGAB |
11.5% |
| BMO MSCI EAFE Index ETF (Factsheet) |
ZEA |
9.0% |
| CI High Interest Savings ETF (Factsheet) |
CSAV |
5.0% |
| BMO High Yield US Corporate Bond Index ETF (Factsheet) |
ZJK |
4.0% |
| CI Emerging Markets Alpha ETF (Factsheet) |
CIEM |
3.5% |
| 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.
