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

Growth Portfolio Risk medium - high


Performance

As of

Calendar Returns (%)

2011
-4.29%
2012
10.86%
2013
16.81%
2014
9.24%
2015
2.03%
2016
8.70%

Compound Returns (%)

1 Yr
8.70%
3 Yr
6.61%
5 Yr
9.42%

Dividend Yield2.23%

Investment objective

The growth portfolio seeks to provide potential long-term capital gains, but comes with a medium-to-high amount of volatility and possible capital loss. The growth portfolio is built with approximately 80% equity exchange-traded funds (ETFs) and 20% fixed income ETFs, and has less risk than the aggressive 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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