Model Portfolios – Interactive View
For illustration purposes only. Actual client portfolios may be different.
| Performance | Conservative |
|---|---|
| 1-Year Total Return | 7.57% |
| 3-Year Annualized Return | 8.67% |
| 5-Year Annualized Return | 4.74% |
| 10-Year Annualized Return | 4.65% |
| 20-Year Annualized Return | 4.85% |
| 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% |
|
Vanguard FTSE DV All Cap ex N. America Index ETF
|
3.38% |
|
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
1.13% |
| Performance | Cautious |
|---|---|
| 1-Year Total Return | 9.18% |
| 3-Year Annualized Return | 10.19% |
| 5-Year Annualized Return | 5.93% |
| 10-Year Annualized Return | 5.64% |
| 20-Year Annualized Return | 5.48% |
| Lowest 1-Year Return (03/2008-02/2009) | -12.92% |
| 20-Year Annualized Standard Deviation | 5.12% |
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% |
|
Vanguard FTSE DV All Cap ex N. America Index ETF
|
4.73% |
|
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
1.58% |
| Performance | Balanced |
|---|---|
| 1-Year Total Return | 12.42% |
| 3-Year Annualized Return | 13.26% |
| 5-Year Annualized Return | 8.33% |
| 10-Year Annualized Return | 7.60% |
| 20-Year Annualized Return | 6.73% |
| Lowest 1-Year Return (03/2008-02/2009) | -20.23% |
| 20-Year Annualized Standard Deviation | 7.25% |
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% |
|
Vanguard FTSE DV All Cap ex N. America Index ETF
|
7.43% |
|
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
2.48% |
| Performance | Assertive |
|---|---|
| 1-Year Total Return | 14.06% |
| 3-Year Annualized Return | 14.82% |
| 5-Year Annualized Return | 9.52% |
| 10-Year Annualized Return | 8.57% |
| 20-Year Annualized Return | 7.33% |
| Lowest 1-Year Return (03/2008-02/2009) | -23.70% |
| 20-Year Annualized Standard Deviation | 8.34% |
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
|
5.20% |
|
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% |
|
Vanguard FTSE DV All Cap ex N. America Index ETF
|
8.78% |
|
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
2.93% |
| Performance | Aggressive |
|---|---|
| 1-Year Total Return | 15.72% |
| 3-Year Annualized Return | 16.38% |
| 5-Year Annualized Return | 10.72% |
| 10-Year Annualized Return | 9.54% |
| 20-Year Annualized Return | 7.93% |
| Lowest 1-Year Return (03/2008-02/2009) | -27.07% |
| 20-Year Annualized Standard Deviation | 9.44% |
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% |
|
Vanguard FTSE DV All Cap ex N. America Index ETF
|
10.13% |
|
Vanguard FTSE Emerging Mkts All Cap Index ETF
|
3.38% |