Asset Allocation
AS AT OCT 31, 2024
Equity - Geography
AS AT OCT 31, 2024
Active vs. Passive
AS AT OCT 31, 2024
Holdings
AS AT OCT 31, 2024
Holding | Ticker | Weight |
---|---|---|
Cash | ||
CAD Cash | CAD Cash | 0.5% |
Purpose High Interest Savings Fund | PSA | 1.4% |
Fixed Income | ||
BMO Aggregate Bond ETF | ZAG | 8.8% |
Purpose Global Bond ETF | BND | 4.5% |
Purpose Canadian Preferred Share ETF | RPS | 3.0% |
Balanced | ||
Purpose Tactical Asset Allocation ETF | RTA | 6.5% |
North American Equity | ||
BMO S&P/TSX Capped Composite ETF | ZCN | 14.3% |
Purpose Core Equity Income ETF | RDE | 10.5% |
Invesco S&P 500 Equal Weight ETF CAD | EQL | 8.4% |
Invesco QQQ Trust | QQQ | 6.4% |
iShares Russell 2000 ETF | IWM | 3.2% |
International Equity | ||
Purpose International Dividend ETF | PID | 6.8% |
iShares Core MSCI EAFE ETF | IEFA | 8.0% |
iShares MSCI Japan ETF | EWJ | 4.0% |
Vanguard FTSE Emerging Mkts All Cap ETF | VEE | 5.1% |
iShares MSCI EAFE Min Vol Factor ETF | EFAV | 3.9% |
Diversifiers | ||
Purpose Gold Bullion | KILO | 4.7% |