Model Portfolios – Version interactive
Pour fins d’illustration seulement. Les portefeuilles de clients peuvent être différents.
| Performance | Audacieux |
|---|---|
| 1 an | 18.00% |
| 3 ans annualisé | 7.17% |
| 5 ans annualisé | 9.84% |
| 10 ans annualisé | 9.08% |
| 20 ans annualisé | 7.71% |
| Rendement le plus faible sur un an | -37.35% |
| Écart-type sur 20 ans | 12.25% |
Audacieux
Funds Holdings
|
Vanguard Canadian Short-Term Bond ETF
|
0.0% |
|
BMO Aggregate Bond
|
0.0% |
|
DFA Global REIT
|
0.0% |
|
DFA Canadian Core Equity
|
10.0% |
|
iShares S&P/TSX Capped Composite ETF
|
10.0% |
|
DFA U.S. Vector Equity
|
20.0% |
|
Vanguard U.S. Total Market ETF
|
20.0% |
|
DFA International Vector Equity
|
20.0% |
|
iShares Core MSCI EAFE IMI ETF
|
14.0% |
|
BMO MSCI Emerging Markets ETF
|
6.0% |
| Performance | Assertif |
|---|---|
| 1 an | 15.53% |
| 3 ans annualisé | 5.73% |
| 5 ans annualisé | 8.12% |
| 10 ans annualisé | 7.86% |
| 20 ans annualisé | 7.09% |
| Rendement le plus faible sur un an | -32.49% |
| Écart-type sur 20 ans | 10.42% |
Assertif
Funds Holdings
|
Vanguard Canadian Short-Term Bond ETF
|
10.0% |
|
BMO Aggregate Bond
|
5.0% |
|
DFA Global REIT
|
5.0% |
|
DFA Canadian Core Equity
|
8.0% |
|
iShares S&P/TSX Capped Composite ETF
|
8.0% |
|
DFA U.S. Vector Equity
|
16.0% |
|
Vanguard U.S. Total Market ETF
|
16.0% |
|
DFA International Vector Equity
|
16.0% |
|
iShares Core MSCI EAFE IMI ETF
|
11.2% |
|
BMO MSCI Emerging Markets ETF
|
4.8% |
| Performance | Équilibré |
|---|---|
| 1 an | 12.90% |
| 3 ans annualisé | 4.30% |
| 5 ans annualisé | 6.35% |
| 10 ans annualisé | 6.40% |
| 20 ans annualisé | 6.25% |
| Rendement le plus faible sur un an | -24.84% |
| Écart-type sur 20 ans | 8.08% |
Équilibré
Funds Holdings
|
Vanguard Canadian Short-Term Bond ETF
|
23.3% |
|
BMO Aggregate Bond
|
11.7% |
|
DFA Global REIT
|
5.0% |
|
DFA Canadian Core Equity
|
6.0% |
|
iShares S&P/TSX Capped Composite ETF
|
6.0% |
|
DFA U.S. Vector Equity
|
12.0% |
|
Vanguard U.S. Total Market ETF
|
12.0% |
|
DFA International Vector Equity
|
12.0% |
|
iShares Core MSCI EAFE IMI ETF
|
8.4% |
|
BMO MSCI Emerging Markets ETF
|
3.6% |
| Performance | Prudent |
|---|---|
| 1 an | 10.28% |
| 3 ans annualisé | 2.84% |
| 5 ans annualisé | 4.57% |
| 10 ans annualisé | 4.91% |
| 20 ans annualisé | 5.32% |
| Rendement le plus faible sur un an | -16.54% |
| Écart-type sur 20 ans | 5.88% |
Prudent
Funds Holdings
|
Vanguard Canadian Short-Term Bond ETF
|
36.7% |
|
BMO Aggregate Bond
|
18.3% |
|
DFA Global REIT
|
5.0% |
|
DFA Canadian Core Equity
|
4.0% |
|
iShares S&P/TSX Capped Composite ETF
|
4.0% |
|
DFA U.S. Vector Equity
|
8.0% |
|
Vanguard U.S. Total Market ETF
|
8.0% |
|
DFA International Vector Equity
|
8.0% |
|
iShares Core MSCI EAFE IMI ETF
|
5.6% |
|
BMO MSCI Emerging Markets ETF
|
2.4% |
| Performance | Conservateur |
|---|---|
| 1 an | 7.67% |
| 3 ans annualisé | 1.36% |
| 5 ans annualisé | 2.75% |
| 10 ans annualisé | 3.40% |
| 20 ans annualisé | 4.31% |
| Rendement le plus faible sur un an | -8.16% |
| Écart-type sur 20 ans | 3.97% |
Conservateur
Funds Holdings
|
Vanguard Canadian Short-Term Bond ETF
|
50.0% |
|
BMO Aggregate Bond
|
25.0% |
|
DFA Global REIT
|
5.0% |
|
DFA Canadian Core Equity
|
2.0% |
|
iShares S&P/TSX Capped Composite ETF
|
2.0% |
|
DFA U.S. Vector Equity
|
4.0% |
|
Vanguard U.S. Total Market ETF
|
4.0% |
|
DFA International Vector Equity
|
4.0% |
|
iShares Core MSCI EAFE IMI ETF
|
2.8% |
|
BMO MSCI Emerging Markets ETF
|
1.2% |