BMO-Balanced ETF Portfolio

BMO-Balanced ETF Portfolio

Investment Outlook:

You want a balanced investment in fixed income and equity exchange traded funds and mutual funds that provide the potential for some capital appreciation.

You are comfortable with low to medium investment risk (i.e., you are willing to accept some fluctuations in the market value of your investment).


PERFORMANCE

RETURN CALCULATOR



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

CALENDAR RETURNS

2013 2014 2015 2016 2017 2018 2019
- - 4.20% 6.40% 8.70% 3.00% -

COMPOUND RETURNS

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.20% 0.10% 5.90% 9.70% 4.20% - 5.20% 5.40% 0.00% 6.30%

ASSET ALLOCATION


equity 53.80%
Fixed income 42.40%
cash 2.00%
other 1.80%

GEOGRAPHICAL ALLOCATION


Canada 51.10%
United States 26.20%
Japan 3.30%
United Kingdom 2.40%
China 1.60%
France 1.30%
Switzerland 1.10%
Other 12.90%

BOND TYPE ALLOCATION


Corporate Notes/Bonds 54.60%
Govt. Agency Notes/Bonds 25.30%
Provincial/Municipal Bonds 19.70%
ABS 0.20%
Convertible Bond 0.10%
Fixed Income Other 0.10%

TOP HOLDINGS

BMO Aggregate Bond Index ETF 22.10%
BMO S&P/TSX Capped Composite Index ETF 16.20%
BMO S&P 500 Index ETF 15.60%
BMO MSCI EAFE Index ETF 10.60%
BMO Mid-Term US IG Corp Bond Hdg to CAD Index ETF 5.50%
BMO US Dividend ETF 4.20%
BMO MSCI Emerging Markets Index ETF 4.00%
BMO Mid Corporate Bond Index ETF 4.00%
BMO Core Plus Bond Fund ETF Series 3.10%
BMO Long Federal Bond Index ETF 2.30%
Top Holdings (% of Portfolio) 87.60%
Total Portfolio Holdings 23.00%

TAX IMPLICATIONS

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

Other Details

MER -
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here


Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

2013 2014 2015 2016 2017 2018 2019
- - 4.20% 6.40% 8.70% 3.00% -
1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.20% 0.10% 5.90% 9.70% 4.20% - 5.20% 5.40% 0.00% 6.30%

ASSET ALLOCATION


equity 53.80%
Fixed income 42.40%
cash 2.00%
other 1.80%

GEOGRAPHICAL ALLOCATION


Canada 51.10%
United States 26.20%
Japan 3.30%
United Kingdom 2.40%
China 1.60%
France 1.30%
Switzerland 1.10%
Other 12.90%

BOND TYPE ALLOCATION


Corporate Notes/Bonds 54.60%
Govt. Agency Notes/Bonds 25.30%
Provincial/Municipal Bonds 19.70%
ABS 0.20%
Convertible Bond 0.10%
Fixed Income Other 0.10%

TOP HOLDINGS

BMO Aggregate Bond Index ETF 22.10%
BMO S&P/TSX Capped Composite Index ETF 16.20%
BMO S&P 500 Index ETF 15.60%
BMO MSCI EAFE Index ETF 10.60%
BMO Mid-Term US IG Corp Bond Hdg to CAD Index ETF 5.50%
BMO US Dividend ETF 4.20%
BMO MSCI Emerging Markets Index ETF 4.00%
BMO Mid Corporate Bond Index ETF 4.00%
BMO Core Plus Bond Fund ETF Series 3.10%
BMO Long Federal Bond Index ETF 2.30%
Top Holdings (% of Portfolio) 87.60%
Total Portfolio Holdings 23.00%

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

MER -
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.