Model ETF Portfolios as of June 30, 2018
[Pages:1]Model ETF Portfolios as of June 30, 2018
TFSA, RESP and RDSP Accounts
100% bonds 80% bonds 70% bonds 60% bonds 50% bonds 40% bonds 30% bonds 20% bonds 20% stocks 30% stocks 40% stocks 50% stocks 60% stocks 70% stocks 80% stocks 100% stocks
Security Name
Symbol
BMO Aggregate Bond Index ETF
ZAG
Vanguard FTSE Canada All Cap Index ETF
VCN
iShares Core MSCI All Country World ex Canada Index ETF XAW
iShares Core S&P U.S. Total Market Index ETF
XUU
iShares Core MSCI EAFE IMI Index ETF
XEF
iShares Core MSCI Emerging Markets IMI Index ETF
XEC
100.0% 0.0% 0.0%
0.0% 0.0% 0.0%
100.0%
Management Expense Ratio (with XAW) Foreign Withholding Tax
0.09% 0.00%
80.0% 7.0% 13.0%
7.2% 4.3% 1.5%
100.0%
0.10% 0.04%
70.0% 10.0% 20.0%
11.0% 6.7% 2.3%
100.0%
0.11% 0.06%
60.0% 13.0% 27.0%
14.9% 9.0% 3.2%
100.0%
0.12% 0.08%
50.0% 17.0% 33.0%
18.2% 11.0% 3.9%
100.0%
0.13% 0.09%
40.0% 20.0% 40.0%
22.0% 13.3% 4.7%
100.0%
0.14% 0.11%
30.0% 23.0% 47.0%
25.9% 15.6% 5.5%
100.0%
0.14% 0.13%
20.0% 27.0% 53.0%
29.2% 17.6% 6.2%
100.0%
0.15% 0.15%
0.0% 33.0% 67.0%
36.9% 22.3% 7.8%
100.0%
0.17% 0.19%
Model Performance as of June 30, 2018
YTD Return
0.53%
1.16%
1.48%
1-Year Return
0.57%
2.75%
3.86%
3-Year Annualized Return
1.79%
3.35%
4.15%
5-Year Annualized Return
3.24%
5.24%
6.26%
10-Year Annualized Return
4.22%
5.11%
5.53%
20-Year Annualized Return
5.07%
5.42%
5.55%
Lowest 1-Year Return
-3.13%
-4.00%
-7.92%
20-Year Annualized Standard Deviation
3.67%
3.91%
4.55%
Sources: Morningstar Direct, MSCI. S&P Dow Jones, and FTSE TMX Indices courtesy of Dimensional Returns 2.0
1.80% 4.96% 4.94% 7.27% 5.92% 5.65% -11.82% 5.40%
2.10% 6.04% 5.70% 8.22% 6.24% 5.74% -15.76% 6.38%
2.42% 7.14% 6.49% 9.22% 6.57% 5.78% -19.61% 7.45%
2.75% 8.24% 7.29% 10.21% 6.87% 5.80% -23.44% 8.57%
3.05% 9.33% 8.04% 11.14% 7.08% 5.80% -27.31% 9.75%
3.69% 11.53% 9.62% 13.09% 7.49% 5.67% -34.85% 12.19%
This table is published by Justin Bender for your information only. Information on which this table is based is available on request. Particular investments or trading strategies should be evaluated relative to each individual's objectives in consultation with the Investment Advisor. Opinions of Justin Bender constitute his judgment as of the date on this document, and are subject to change without notice. They are provided in good faith but without responsibility for any errors or omissions contained herein. This table is furnished on the basis and understanding that neither Justin Bender nor his employees, agents or information suppliers is to be under any responsibility of liability whatsoever in respect thereof.
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