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Globally diversified ETF portfolios for every investor.

Aggressive content here

Great for high-risk investors

When you’re looking to maximize growth, the Aggressive Growth portfolio can be right. This portfolio invests in 100% equity. While it will fluctuate with the market, it typically offers the highest potential returns. #ETF_MERRangeAggressive#

Aggressive Growth Portfolio

Performance

As of March 30, 2024

Since inception in Nov 2014, this portfolio has returned 116.73%
Cumulative returns 1
1 Yr
19.46%
3 Yr
28.82%
5 Yr
57.30%
Calendar returns 2
2017
13.51%
2018
-7.82%
2019
20.32%
2020
6.6%
2021
20.2%
2022
-10.6%
2023
16.6%
YTD
8.99%
Compound returns
1 year
19.46%
3 years
8.84%
5 years
9.51%
Dividend yield

1.67%

Asset allocation

Canadian equity
16.00%
U.S. equity
46.15%
International equity
36.35%
Fixed income
0.00%
Cash
1.50%

Aggressive

Holdings Asset type % Allocation
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 16.00%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S. equity 46.15%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 28.38%
ISHARES GLOBAL REIT ETF International equity 3.04%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 4.93%

Aggressive

Holdings Asset type % Allocation
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 16.09%
ISHARES S&P/TSX CAPPED REIT ETF Canadian equity 0.99%
ISHARES CORE S&P MID-CAP ETF U.S. equity 3.96%
ISHARES CORE S&P SMALL-CAP ETF U.S. equity 6.25%
ISHARES S&P 500 INDEX ETF (CAD-HEDGED) U.S. equity 5.81%
SPDR PORTFOLIO S&P 500 GROWTH ETF U.S. equity 15.18%
SPDR PORTFOLIO S&P 500 VALUE ETF U.S. equity 15.18%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 20.26%
ISHARES GLOBAL REIT ETF International equity 2.06%
ISHARES MSCI EAFE SMALL-CAP International equity 8.27%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 4.95%
Growth content here

Great for medium to high-risk investors

For better than average asset growth, the Growth Portfolio can be right. It invests in approximately 80% equity and 20% fixed income. It typically has less risk than the Aggressive Portfolio. #ETF_MERRangeGrowth#

Growth Portfolio

Performance

As of March 30, 2024

Since inception in Nov 2014, this portfolio has returned 92.03%
Cumulative returns 1
1 Yr
16.35%
3 Yr
23.43%
5 Yr
47.09%
Calendar returns 2
2017
11.17%
2018
-6.35%
2019
17.02%
2020
6.47%
2021
16.19%
2022
-9.5%
2023
14.6%
YTD
7.35%
Compound returns
1 year
16.35%
3 years
7.29%
5 years
8.05%
Dividend yield

2.30%

Asset allocation

Canadian equity
13.00%
U.S. equity
37.48%
International equity
29.52%
Fixed income
18.50%
Cash
1.50%

Growth

Holdings Asset type % Allocation
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 7.09%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 9.56%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 1.85%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 13.00%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S. equity 37.48%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 23.05%
ISHARES GLOBAL REIT ETF International equity 2.47%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 4.00%

Growth

Holdings Asset type % Allocation
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 7.28%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 9.82%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 1.90%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 13.00%
ISHARES S&P/TSX CAPPED REIT ETF Canadian equity 0.80%
ISHARES CORE S&P MID-CAP ETF U.S. equity 3.20%
ISHARES CORE S&P SMALL-CAP ETF U.S. equity 5.05%
ISHARES S&P 500 INDEX ETF (CAD-HEDGED) U.S. equity 4.69%
SPDR PORTFOLIO S&P 500 GROWTH ETF U.S. equity 12.27%
SPDR PORTFOLIO S&P 500 VALUE ETF U.S. equity 12.27%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 16.37%
ISHARES GLOBAL REIT ETF International equity 1.67%
ISHARES MSCI EAFE SMALL-CAP International equity 6.68%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 4.00%
Balanced content here

Great for medium-risk investors

For growth with a moderate level of risk, the Balanced Portfolio may be right. It invests in 60% equity and 40% fixed income. It has the steady cash flow much like the Income Portfolio mixed with the potential gains of the Growth Portfolio. #ETF_MERRangeBalanced#

Balanced Portfolio

Performance

As of March 30, 2024

Since inception in Nov 2014, this portfolio has returned 68.92%
Cumulative returns 1
1 Yr
13.01%
3 Yr
17.48%
5 Yr
36.36%
Calendar returns 2
2017
8.57%
2018
-4.47%
2019
13.4%
2020
6.46%
2021
11.86%
2022
-8.41%
2023
12.4%
YTD
5.56%
Compound returns
1 year
13.01%
3 years
5.54%
5 years
6.42%
Dividend yield

2.57%

Asset allocation

Canadian equity
9.75%
U.S. equity
28.11%
International equity
22.14%
Fixed income
38.50%
Cash
1.50%

Balanced

Holdings Asset type % Allocation
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 14.75%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 19.90%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 3.85%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 9.75%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S. equity 28.11%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 17.29%
ISHARES GLOBAL REIT ETF International equity 1.85%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 3.00%

Balanced

Holdings Asset type % Allocation
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 14.95%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 20.15%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 3.90%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 9.75%
ISHARES S&P/TSX CAPPED REIT ETF Canadian equity 0.60%
ISHARES CORE S&P MID-CAP ETF U.S. equity 2.40%
ISHARES CORE S&P SMALL-CAP ETF U.S. equity 3.79%
ISHARES S&P 500 INDEX ETF (CAD-HEDGED) U.S. equity 3.52%
SPDR PORTFOLIO S&P 500 GROWTH ETF U.S. equity 9.20%
SPDR PORTFOLIO S&P 500 VALUE ETF U.S. equity 9.20%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 12.28%
ISHARES GLOBAL REIT ETF International equity 1.25%
ISHARES MSCI EAFE SMALL-CAP International equity 5.01%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 3.00%
Income content here

Great for medium to low-risk investors

For a steady stream of income, the Income Portfolio may be right. It invests in 60% in fixed income and 40% in equity. It typically offers more consistent returns than the Balanced Portfolio. #ETF_MERRangeIncome#

Income Portfolio

Performance

As of March 30, 2024

Since inception in Nov 2014, this portfolio has returned 49.21%
Cumulative returns 1
1 Yr
9.79%
3 Yr
11.98%
5 Yr
26.25%
Calendar returns 2
2017
5.94%
2018
-2.69%
2019
10.04%
2020
6.21%
2021
7.58%
2022
-7.24%
2023
10.27%
YTD
3.83%
Compound returns
1 year
9.79%
3 years
3.85%
5 years
4.79%
Dividend yield

2.83%

Asset allocation

Canadian equity
6.50%
U.S. equity
18.74%
International equity
14.76%
Fixed income
58.50%
Cash
1.50%

Income

Holdings Asset type % Allocation
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 22.41%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 30.24%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 5.85%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 6.50%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S. equity 18.74%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 11.53%
ISHARES GLOBAL REIT ETF International equity 1.23%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 2.00%

Income

Holdings Asset type % Allocation
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 22.62%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 30.48%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 5.90%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 6.50%
ISHARES S&P/TSX CAPPED REIT ETF Canadian equity 0.40%
ISHARES CORE S&P MID-CAP ETF U.S. equity 1.60%
ISHARES CORE S&P SMALL-CAP ETF U.S. equity 2.53%
ISHARES S&P 500 INDEX ETF (CAD-HEDGED) U.S. equity 2.35%
SPDR PORTFOLIO S&P 500 GROWTH ETF U.S. equity 6.13%
SPDR PORTFOLIO S&P 500 VALUE ETF U.S. equity 6.13%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 8.19%
ISHARES GLOBAL REIT ETF International equity 0.83%
ISHARES MSCI EAFE SMALL-CAP International equity 3.34%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 2.00%
Conservative content here

Great for low-risk investors

For preserving capital, the Conservative Income Portfolio can be right. It invests in 80% fixed income and 20% in equity. It’s our most stable portfolio. #ETF_MERRangeConservative#

Conservative Income Portfolio

Performance

As of March 30, 2024

Since inception in Jan 2015, this portfolio has returned 26.01%
Cumulative returns 1
1 Yr
6.62%
3 Yr
6.37%
5 Yr
15.95%
Calendar returns 2
2017
3.49%
2018
-1.42%
2019
6.59%
2020
5.59%
2021
3.47%
2022
-6.2%
2023
8.05%
YTD
2.14%
Compound returns
1 year
6.62%
3 years
2.09%
5 years
3.01%
Dividend yield

3.11%

Asset allocation

Canadian equity
3.25%
U.S. equity
9.37%
International equity
7.38%
Fixed income
78.50%
Cash
1.50%

Conservative

Holdings Asset type % Allocation
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 30.07%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 40.58%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 7.85%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 3.25%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S. equity 9.37%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 5.76%
ISHARES GLOBAL REIT ETF International equity 0.62%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 1.00%

Conservative

Holdings Asset type % Allocation
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 30.28%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 40.82%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Fixed income 7.90%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 3.25%
ISHARES S&P/TSX CAPPED REIT ETF Canadian equity 0.20%
ISHARES CORE S&P MID-CAP ETF U.S. equity 0.80%
ISHARES CORE S&P SMALL-CAP ETF U.S. equity 1.26%
ISHARES S&P 500 INDEX ETF (CAD-HEDGED) U.S. equity 1.17%
SPDR PORTFOLIO S&P 500 GROWTH ETF U.S. equity 3.07%
SPDR PORTFOLIO S&P 500 VALUE ETF U.S. equity 3.07%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 4.09%
ISHARES GLOBAL REIT ETF International equity 0.42%
ISHARES MSCI EAFE SMALL-CAP International equity 1.67%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 1.00%

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Your investments are available to check online at any time. To view your account holdings and returns, Log in and go to Reports > Investment summary.

For all returns presented; management fees, optional charges or income taxes payable by Questwealth clients that would have reduced returns are not taken into account. Dividend yield is the weighted average of dividends from each ETF within the portfolio paid out in the last 12 months, divided by the share price of the portfolio as at #Date#.

1 Cumulative returns show how much your investments have grown or declined – in total – over a multi-year period leading up to the as at date. For cumulative returns: the inception dates for our Standard Growth and Balance portfolios are November 2014. The inception dates for our Standard Aggressive and Income portfolios are December 2014. The inception date for the cumulative returns of our Standard Conservative portfolio is January 2015.

2 Calendar returns show how much your investments have grown or declined – on average – over each calendar year of a multi-year period. Returns are not guaranteed and the values of the underlying ETFs change frequently. Past performance may not be repeated.

Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.