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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Answer a few simple questions to evaluate your financial situation, goals and feelings towards risk. Get fitted with a portfolio that’s right for you.

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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. The MER of this portfolio ranges from 0.16% to 0.23%.

Aggressive Growth Portfolio

Performance

As of June 30, 2019

Calendar returns
2011
-7.28%
2012
11.47%
2013
21.95%
2014
10.71%
2015
2.07%
2016
10.76%
2017
13.51%
2018
-7.82%
YTD
13.19%
Compound returns
1 Yr
1.93%
3 Yr
9.36%
5 Yr
6.99%
Dividend Yield

2.71%

Asset allocation
Canadian equity
32%
U.S. equity
30%
International equity
36%
Fixed income
0%
Cash
2%

Aggressive

Holdings Asset type % Allocation
WISDOMTREE CANADA QUALITY DIVIDEND GROWTH INDEX ETF Canadian equity 30.58%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S equity 28.11%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 6.17%
ISHARES GLOBAL REIT ETF International equity 4.9%
ISHARES CORE MSCI EAFE IMI INDEX ETF (CAD-HEDGED) International equity 28.24%
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. The MER of this portfolio ranges from 0.16% to 0.24%.

Growth Portfolio

Performance

As of June 30, 2019

Calendar returns
2011
-4.29%
2012
10.86%
2013
16.81%
2014
9.24%
2015
2.03%
2016
8.7%
2017
11.17%
2018
-6.35%
YTD
11.23%
Compound returns
1 Yr
2.23%
3 Yr
7.79%
5 Yr
5.93%
Dividend Yield

2.64%

Asset allocation
Canadian equity
26%
U.S. equity
25%
International equity
29%
Fixed income
18%
Cash
2%

Growth

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 1.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 16.2%
WISDOMTREE CANADA QUALITY DIVIDEND GROWTH INDEX ETF Canadian equity 24.96%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S equity 22.95%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 5.04%
ISHARES GLOBAL REIT ETF International equity 4%
ISHARES CORE MSCI EAFE IMI INDEX ETF (CAD-HEDGED) International equity 23.05%
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. The MER of this portfolio ranges from 0.16% to 0.22%.

Balanced Portfolio

Performance

As of June 30, 2019

Calendar returns
2011
-2%
2012
9.28%
2013
12.99%
2014
8.56%
2015
2.14%
2016
7.25%
2017
8.57%
2018
-4.47%
YTD
9.08%
Compound returns
1 Yr
2.56%
3 Yr
6.16%
5 Yr
5.11%
Dividend Yield

2.59%

Asset allocation
Canadian equity
19%
U.S. equity
18%
International equity
23%
Fixed income
38%
Cash
2%

Balanced

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 3.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 34.2%
WISDOMTREE CANADA QUALITY DIVIDEND GROWTH INDEX ETF Canadian equity 18.72%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S equity 17.21%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 3.78%
ISHARES GLOBAL REIT ETF International equity 3%
ISHARES CORE MSCI EAFE IMI INDEX ETF (CAD-HEDGED) International equity 17.29%
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. The MER of this portfolio ranges from 0.16% to 0.21%.

Income Portfolio

Performance

As of June 30, 2019

Calendar returns
2011
0.43%
2012
7.55%
2013
8.33%
2014
7.71%
2015
2.57%
2016
5.57%
2017
5.94%
2018
-2.69%
YTD
7.09%
Compound returns
1 Yr
2.92%
3 Yr
4.54%
5 Yr
4.26%
Dividend Yield

2.55%

Asset allocation
Canadian equity
13%
U.S. equity
12%
International equity
15%
Fixed income
58%
Cash
2%

Income

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 5.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 52.2%
WISDOMTREE CANADA QUALITY DIVIDEND GROWTH INDEX ETF Canadian equity 12.48%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S equity 11.47%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 2.52%
ISHARES GLOBAL REIT ETF International equity 2%
ISHARES CORE MSCI EAFE IMI INDEX ETF (CAD-HEDGED) International equity 11.53%
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. The MER of this portfolio ranges from 0.17% to 0.19%.

Conservative Income Portfolio

Performance

As of June 30, 2019

Calendar returns
2015
3.05%
2016
3.25%
2017
3.49%
2018
-1.42%
YTD
5.06%
Compound returns
1 Yr
2.99%
3 Yr
2.75%
Dividend Yield

2.50%

Asset allocation
Canadian equity
6%
U.S. equity
6%
International equity
8%
Fixed income
78%
Cash
2%

Conservative

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 7.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 70.2%
WISDOMTREE CANADA QUALITY DIVIDEND GROWTH INDEX ETF Canadian equity 6.24%
SPDR PORTFOLIO TOTAL STOCK MARKET ETF U.S equity 5.74%
SPDR PORTFOLIO EMERGING MARKETS ETF International equity 1.26%
ISHARES GLOBAL REIT ETF International equity 1%
ISHARES CORE MSCI EAFE IMI INDEX ETF (CAD-HEDGED) International equity 5.76%

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Socially Responsible Investment (SRI) Portfolios

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Get answers to our frequently asked questions

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.

How do I check my holdings and returns?

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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