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Globally diversified ETF portfolios for every investor.
Aggressive
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 July 31, 2023
Since inception in Nov 2014, this portfolio has returned 92.33%
Cumulative returns 1
1 Yr
13.32%
3 Yr
35.77%
5 Yr
38.00%
Calendar returns 2
2016
10.76%
2017
13.51%
2018
-7.82%
2019
20.32%
2020
6.60%
2021
20.20%
2022
-10.60%
YTD
12.86%
Compound returns
1 Yr
13.32%
3 Yr
10.74%
5 Yr
6.66%
Dividend yield
1.65%
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% |
| SPDR PORTFOLIO EMERGING MARKETS ETF | International equity | 4.93% |
| iSHARES CORE MSCI EAFE IMI INDEX ETF | International equity | 28.38% |
| ISHARES GLOBAL REIT ETF | International equity | 3.04% |
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
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 July 31, 2023
Since inception in Nov 2014, this portfolio has returned 72.56%
Cumulative returns 1
1 Yr
10.75%
3 Yr
27.78%
5 Yr
31.66%
Calendar returns 2
2016
8.70%
2017
11.17%
2018
-6.35%
2019
17.02%
2020
6.47%
2021
16.19%
2022
-9.50%
YTD
10.65%
Compound returns
1 Yr
10.75%
3 Yr
8.52%
5 Yr
5.66%
Dividend yield
2.27%
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 UNIVERSE BOND INDEX ETF | Fixed income | 6.64% |
| ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF | Fixed income | 10.01% |
| 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 UNIVERSE BOND INDEX ETF | Fixed income | 6.82% |
| ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF | Fixed income | 10.28% |
| 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
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 July 31, 2023
Since inception in Nov 2014, this portfolio has returned 54.01%
Cumulative returns 1
1 Yr
7.91%
3 Yr
19.22%
5 Yr
24.86%
Calendar returns 2
2016
7.25%
2017
8.57%
2018
-4.47%
2019
13.40%
2020
6.46%
2021
11.86%
2022
-8.41%
YTD
8.25%
Compound returns
1 Yr
7.91%
3 Yr
6.04%
5 Yr
4.54%
Dividend yield
2.43%
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 UNIVERSE BOND INDEX ETF | Fixed income | 13.81% |
| ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF | Fixed income | 20.84% |
| 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 UNIVERSE BOND INDEX ETF | Fixed income | 14.00% |
| ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF | Fixed income | 21.10% |
| 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
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 July 31, 2023
Since inception in Nov 2014, this portfolio has returned 37.99%
Cumulative returns 1
1 Yr
5.28%
3 Yr
11.14%
5 Yr
18.19%
Calendar returns 2
2016
5.57%
2017
5.94%
2018
-2.69%
2019
10.04%
2020
6.21%
2021
7.58%
2022
-7.24%
YTD
5.93%
Compound returns
1 Yr
5.28%
3 Yr
3.58%
5 Yr
3.41%
Dividend yield
2.59%
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 UNIVERSE BOND INDEX ETF | Fixed income | 20.98% |
| ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF | Fixed income | 31.67% |
| 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 UNIVERSE BOND INDEX ETF | Fixed income | 21.18% |
| ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF | Fixed income | 31.92% |
| 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
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 July 31, 2023
Since inception in Jan 2015, this portfolio has returned 18.43%
Cumulative returns 1
1 Yr
2.55%
3 Yr
3.19%
5 Yr
10.79%
Calendar returns 2
2016
3.25%
2017
3.49%
2018
-1.42%
2019
6.59%
2020
5.59%
2021
3.47%
2022
-6.20%
YTD
3.56%
Compound returns
1 Yr
2.55%
3 Yr
1.06%
5 Yr
2.07%
Dividend yield
2.76%
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 UNIVERSE BOND INDEX ETF | Fixed income | 28.16% |
| ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF | Fixed income | 42.49% |
| 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 UNIVERSE BOND INDEX ETF | Fixed income | 28.36% |
| ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF | Fixed income | 42.74% |
| 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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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.
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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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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.
