No matter what you are starting with, your comfort with risk, or your investing timeframe, we have the perfect portfolio for your investment goals.

Balanced Portfolio Risk medium


Performance

As of

Calendar Returns (%)

2012
9.28%
2013
12.99%
2014
8.56%
2015
2.14%
2016
7.25%
YTD
3.12%

Compound Returns (%)

1 Yr
11.33%
3 Yr
5.81%
5 Yr
7.56%

Dividend Yield2.34%

Investment objective

The balanced portfolio aims for modest income and some long-term growth, which means weathering some fluctuations and potential capital loss. By investing 60% in equity exchange-traded funds (ETFs) and 40% in fixed income ETFs, this portfolio mixes the steady cash flow of the income portfolio with the potential growth of the growth portfolio.

Asset allocation



How do you pick a portfolio?

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If your circumstances change, simply fill out the questionnaire online or give us a call, and we’ll adjust your portfolio to your new life goals. Ready to start? Open an account

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