Model Portfolios – Interactive View
For illustration purposes only. Actual client portfolios may be different.
Performance | Conservative |
---|---|
1-Year Total Return | 10.12% |
3-Year Annualized Return | 3.48% |
5-Year Annualized Return | 4.33% |
10-Year Annualized Return | 4.33% |
20-Year Annualized Return | 4.74% |
Lowest 1-Year Return (03/2008-02/2009) | -9.08% |
20-Year Annualized Standard Deviation | 4.10% |
Funds Holdings
DFA 5 Year Global Fixed Income
|
21.00% |
DFA Global Targeted Credit Fixed Income
|
7.00% |
Vanguard Canadian Short Term Bond
|
24.50% |
Vanguard Canadian Short Term Corp Bond
|
17.50% |
Vanguard FTSE Canadian Capped REIT
|
5.00% |
DFA Canadian Core Equity
|
2.00% |
iShares Core S&P/TSX Capped Composite
|
3.00% |
DFA US Core Equity
|
5.00% |
Vanguard U.S. Total Market Index ETF
|
7.50% |
DFA International Core Equity
|
3.00% |
December
|
3.38% |
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
1.13% |
Performance | Cautious |
---|---|
1-Year Total Return | 11.94% |
3-Year Annualized Return | 4.26% |
5-Year Annualized Return | 5.35% |
10-Year Annualized Return | 5.25% |
20-Year Annualized Return | 5.35% |
Lowest 1-Year Return (03/2008-02/2009) | -12.92% |
20-Year Annualized Standard Deviation | 5.10% |
Funds Holdings
DFA 5 Year Global Fixed Income
|
18.00% |
DFA Global Targeted Credit Fixed Income
|
6.00% |
Vanguard Canadian Short Term Bond
|
21.00% |
Vanguard Canadian Short Term Corp Bond
|
15.00% |
Vanguard FTSE Canadian Capped REIT
|
5.00% |
DFA Canadian Core Equity
|
2.80% |
iShares Core S&P/TSX Capped Composite
|
4.20% |
DFA US Core Equity
|
7.00% |
Vanguard U.S. Total Market Index ETF
|
10.50% |
DFA International Core Equity
|
4.20% |
December
|
4.73% |
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
1.58% |
Performance | Balanced |
---|---|
1-Year Total Return | 15.64% |
3-Year Annualized Return | 5.80% |
5-Year Annualized Return | 7.38% |
10-Year Annualized Return | 7.08% |
20-Year Annualized Return | 6.52% |
Lowest 1-Year Return (03/2008-02/2009) | -20.23% |
20-Year Annualized Standard Deviation | 7.21% |
Funds Holdings
DFA 5 Year Global Fixed Income
|
12.00% |
DFA Global Targeted Credit Fixed Income
|
4.00% |
Vanguard Canadian Short Term Bond
|
14.00% |
Vanguard Canadian Short Term Corp Bond
|
10.00% |
Vanguard FTSE Canadian Capped REIT
|
5.00% |
DFA Canadian Core Equity
|
4.40% |
iShares Core S&P/TSX Capped Composite
|
6.60% |
DFA US Core Equity
|
11.00% |
Vanguard U.S. Total Market Index ETF
|
16.50% |
DFA International Core Equity
|
6.60% |
December
|
7.43% |
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
2.48% |
Performance | Assertive |
---|---|
1-Year Total Return | 17.52% |
3-Year Annualized Return | 6.55% |
5-Year Annualized Return | 8.38% |
10-Year Annualized Return | 7.98% |
20-Year Annualized Return | 7.10% |
Lowest 1-Year Return (03/2008-02/2009) | -23.70% |
20-Year Annualized Standard Deviation | 8.30% |
Funds Holdings
DFA 5 Year Global Fixed Income
|
9.00% |
DFA Global Targeted Credit Fixed Income
|
3.00% |
Vanguard Canadian Short Term Bond
|
10.50% |
Vanguard Canadian Short Term Corp Bond
|
7.50% |
Vanguard FTSE Canadian Capped REIT
|
5.00% |
DFA Canadian Core Equity
|
5.00% |
iShares Core S&P/TSX Capped Composite
|
7.80% |
DFA US Core Equity
|
13.00% |
Vanguard U.S. Total Market Index ETF
|
19.50% |
DFA International Core Equity
|
7.80% |
December
|
8.78% |
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
2.93% |
Performance | Aggressive |
---|---|
1-Year Total Return | 19.43% |
3-Year Annualized Return | 7.31% |
5-Year Annualized Return | 9.37% |
10-Year Annualized Return | 8.88% |
20-Year Annualized Return | 7.66% |
Lowest 1-Year Return (03/2008-02/2009) | -27.07% |
20-Year Annualized Standard Deviation | 9.39% |
Funds Holdings
DFA 5 Year Global Fixed Income
|
6.00% |
DFA Global Targeted Credit Fixed Income
|
2.00% |
Vanguard Canadian Short Term Bond
|
7.00% |
Vanguard Canadian Short Term Corp Bond
|
5.00% |
Vanguard FTSE Canadian Capped REIT
|
5.00% |
DFA Canadian Core Equity
|
6.00% |
iShares Core S&P/TSX Capped Composite
|
9.00% |
DFA US Core Equity
|
15.00% |
Vanguard U.S. Total Market Index ETF
|
22.50% |
DFA International Core Equity
|
9.00% |
December
|
10.13% |
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
3.38% |