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ETF portfolios built for your goals

Whether investing long-term or short-term, there’s a Questwealth portfolio that fits your comfort level to help you reach your goals faster.

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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 October 30, 2021

Since inception in Nov 2014, this portfolio has returned 85.24%
Cumulative returns 1
1 Yr
30.39%
3 Yr
43.29%
5 Yr
63.32%
Calendar returns 2
2015
2.07%
2016
10.76%
2017
13.51%
2018
-7.82%
2019
20.32%
2020
6.60%
YTD
16.86%
Compound returns
1 Yr
30.39%
3 Yr
12.77%
5 Yr
10.33%
Dividend yield

1.45%

Asset allocation

Canadian equity
17%
U.S. equity
46%
International equity
35%
Fixed income
0%
Cash
1%

Aggressive

Holdings Asset type % Allocation
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 15.93%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S equity 45.91%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 4.90%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 28.24%
ISHARES GLOBAL REIT ETF International equity 3.02%

Aggressive

Holdings Asset type % Allocation
ISHARES S&P/TSX CAPPED REIT ETF Canadian equity 0.99%
BMO SP TSX CAPPED COMP IDX ETF Canadian equity 16.09%
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 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%
ISHARES MSCI EAFE SMALL-CAP International equity 8.27%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 4.95%
iSHARES CORE MSCI EAFE IMI INDEX ETF International equity 20.26%
ISHARES GLOBAL REIT ETF International equity 2.06%
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 October 30, 2021

Since inception in Nov 2014, this portfolio has returned 67.47%
Cumulative returns 1
1 Yr
24.12%
3 Yr
36.48%
5 Yr
51.41%
Calendar returns 2
2015
2.03%
2016
8.70%
2017
11.17%
2018
-6.35%
2019
17.02%
2020
6.47%
YTD
13.35%
Compound returns
1 Yr
24.12%
3 Yr
10.96%
5 Yr
8.67%
Dividend yield

1.92%

Asset allocation

Canadian equity
14%
U.S. equity
37%
International equity
29%
Fixed income
18%
Cash
1%

Growth

Holdings Asset type % Allocation
BMO HIGH YLD US CORP BND HDG CAD IDX ETF Fixed income 1.80%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 1.71%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 14.49%
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 UNIVERSE BOND INDEX ETF Fixed income 1.85%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 15.25%
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%
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 S&P 500 INDEX ETF (CAD-HEDGED) U.S equity 4.69%
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 October 30, 2021

Since inception in Nov 2014, this portfolio has returned 51.91%
Cumulative returns 1
1 Yr
17.51%
3 Yr
29.36%
5 Yr
39.68%
Calendar returns 2
2015
2.14%
2016
7.25%
2017
8.57%
2018
-4.47%
2019
13.40%
2020
6.46%
YTD
9.57%
Compound returns
1 Yr
17.51%
3 Yr
8.98%
5 Yr
6.92%
Dividend yield

2.01%

Asset allocation

Canadian equity
10%
U.S. equity
28%
International equity
22%
Fixed income
38%
Cash
1%

Balanced

Holdings Asset type % Allocation
BMO HIGH YLD US CORP BND HDG CAD IDX ETF Fixed income 3.80%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 3.60%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 30.60%
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 UNIVERSE BOND INDEX ETF Fixed income 3.80%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 31.30%
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%
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 S&P 500 INDEX ETF (CAD-HEDGED) U.S equity 3.52%
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 October 30, 2021

Since inception in Nov 2014, this portfolio has returned 38.00%
Cumulative returns 1
1 Yr
11.04%
3 Yr
22.26%
5 Yr
28.36%
Calendar returns 2
2015
2.57%
2016
5.57%
2017
5.94%
2018
-2.69%
2019
10.04%
2020
6.21%
YTD
5.80%
Compound returns
1 Yr
11.04%
3 Yr
6.96%
5 Yr
5.14%
Dividend yield

2.11%

Asset allocation

Canadian equity
7%
U.S. equity
19%
International equity
14%
Fixed income
58%
Cash
1%

Income

Holdings Asset type % Allocation
BMO HIGH YLD US CORP BND HDG CAD IDX ETF Fixed income 5.80%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 5.49%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 46.71%
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 UNIVERSE BOND INDEX ETF Fixed income 5.75%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 47.35%
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%
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 S&P 500 INDEX ETF (CAD-HEDGED) U.S equity 2.35%
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 October 30, 2021

Since inception in Jan 2015, this portfolio has returned 21.19%
Cumulative returns 1
1 Yr
4.89%
3 Yr
15.00%
5 Yr
16.87%
Calendar returns 2
2015
3.05%
2016
3.25%
2017
3.49%
2018
-1.42%
2019
6.59%
2020
5.59%
YTD
2.16%
Compound returns
1 Yr
4.89%
3 Yr
4.77%
5 Yr
3.17%
Dividend yield

2.19%

Asset allocation

Canadian equity
3%
U.S. equity
9%
International equity
8%
Fixed income
78%
Cash
1%

Conservative

Holdings Asset type % Allocation
BMO HIGH YLD US CORP BND HDG CAD IDX ETF Fixed income 7.80%
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 7.39%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 62.81%
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 UNIVERSE BOND INDEX ETF Fixed income 7.70%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 63.40%
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%
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 S&P 500 INDEX ETF (CAD-HEDGED) U.S equity 1.17%
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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Can I change my portfolio once it's invested?

Yes, if your tolerance for risk or personal situation has changed, you can update your information to change your portfolio.

Can I choose my own ETFs in my Questwealth portfolio?

No. If you wish to select your own securities, learn more about Questrade Self-Directed Investing.

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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.

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