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: info@cidirectinvesting.com.
