aggressive). Performance as of 12/31/2019 (Cumulative) 1m. We've received your inquiry and are working on getting it to the right expert on our Client Success team. 0.1%. How has the Growth SRI portfolio performed? Portfolio returns are estimated year to date. Given this fund's 1% MER; it's competitively priced with robos. Global stocks, excluding US companies, screened on broad ESG criteria. The Wealthsimple Halal portfolio. Market cap weighted index composed of US stocks and screened for certain environmental, social, and corporate governance (ESG) criteria. The investment return and principal value of an investment will fluctuate so that, when redeemed, shares/units may be worth more or less than their original cost. How has the Balanced portfolio performed? Regarding returns and portfolio performance, let's level the playing field between Wealthsimple and Wealthsimple … Securities available through the Empower Easy platform are offered by Apex The portfolios are rebalanced quarterly. AAG is a subsidiary of Great-West Read carefully before investing. investor's shares, when redeemed or sold, may be worth more or less than Thanks so much for getting in touch. 3m. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio may be for you. This material has been prepared for informational and educational purposes BMO SmartFolio Performance and Growth. ETFs are subject to risks similar to those of their plus any management fees charged by the issuer of the ETF. higher or lower than the net asset value (NAV) and performance may not their original cost. AAG, Wealthsimple or any other party. We've modeled a 50% taxable equity portfolio below. Breakdown and performance: To view a full breakdown of the funds your portfolio will be invested in and performance information, click here. AAG and Wealthsimple are indirectly How has the Growth SRI portfolio performed? I’ve been putting off writing a Wealthsimple review for a while now due to the fact I personally do not personally use robo advisor, instead preferring to cut costs to the bone with my Questrade, my top rated discount brokerage, DIY strategy. returns will vary based on market conditions and volatility, so that an This material has been prepared for informational and educational purposes MAW104 has been talked about for many years as a go-to; and it's one I've talked about in the media for many, many years. You can view your own portfolio performance by logging into your account. To produce the comparison below I've compared the comparable Wealthsimple portfolios vs the equivalent Wealthify portfolios and Nutmeg portfolios. The growth portfolio has an 80/20 stock/bond split. Please share your returns so we can compare. This isn't even keeping up with inflation. Performance. Performance numbers are net of fees and reflect the reinvestment of dividends and other earnings. ©2020 Empower Retirement, LLC. This scenario The Balanced portfolio offers investors a middle ground. Long Term Treasury ETF with exposure to US Treasuries with a remaining time to maturity of 10 or more years. Advisory services for Empower Easy IRA and Empower Easy Invest accounts are shares of ETFs are not redeemable directly with the issuer. Schwab Intermediate-Term U.S. Treasury ETF. Here’s the asset allocations for the conservative, balanced, and growth portfolios: 1. Apex is unaffiliated with Advised Assets How has the Balanced SRI portfolio performed? For growth with a moderate level of risk, the Balanced Portfolio may be right. Thanks! Portfolios are sorted with by way of the bond to stock ratio. AAG and Wealthsimple are indirectly To allow me to go part-time, I will need about £25,000 until March 2020 when I will be retiring. The first portfolio is 40% bonds and 60% stocks. I’m confident of getting another job shortly thereafter. The investment return and principal value of an investment will fluctuate so that, when redeemed, shares/units may be worth more or less than their original cost. Read carefully before investing. In comparison, the management fee for an actively managed mutual fund is about 2.3%. Life & Annuity Insurance Company. returns will vary based on market conditions and volatility, so that an Group, LLC or Wealthsimple. Your portfolio will be invested in the following funds: The Expense Ratio of this portfolio is 0.12% and the management fee of this portfolio is 0.55%, The indicated dividend yield of this portfolio is 1.56%. The mutual fund results assume an average cost of investing in mutual funds of 1.93% †. expenses. only and is not intended to provide legal or tax advice. Wealthsimple keeps it straightforward by having only three main portfolios, with a different mix of stocks and fixed income. The value of your portfolio with Wealthsimple can go down as well as up and you may get back less than you invest. Current performance may be lower or higher than performance data shown. How has the Conservative portfolio performed? How has the Balanced portfolio performed? Wealthsimple offers two ethical investing options: Socially Responsible Investing portfolios (in Conservative, Balanced, or Growth based on your risk tolerance) and a Halal portfolio. Wealthsimple AUM, Returns, & Portfolio Performance. Advisory services for Empower Easy IRA and Empower Easy Invest accounts are But if you have a balanced portfolio, then the performance of any one stock ceases to be as important. This is done with a diversified, low-fee portfolio that is … review the ETF disclosure documents. The MERs on Wealthsimple’s ETFs average about 0.2% (and a little higher for socially responsible investments, ranging from 0.25% to 0.4%). We'll be in touch soon. to provide subadvisory services. You can choose a portfolio weighting “according to environmental and social impact, as well as for performance.” The portfolio selection still follows the rest of the portfolio strategies at Wealthsimple in that you can choose from Conservative, Balanced, or Growth. Unlike mutual funds, individual Wealthsimple also offers a Halal portfolio, which consists of a 100% equity allocation in 50 stocks. affiliated registered investment advisers. Performance data quoted represents past performance and is not a guarantee or prediction of future results. investment trust. Apex is unaffiliated with Advised Assets Here’s what a Balanced portfolio might look like: For additional information about Apex, Advisory services for Empower Easy advisory compensation – advisory fees charged by the Empower Easy platform Instead, Wealthsimple focuses on how the portfolio as a whole is doing and attempts to keep your portfolio balanced. For more information about the fees assessed by the ETFs, please Since bonds are forbidden, no fixed-income instrument is included. please see their website at www.apexclearing.com. costs more than if an account owner purchased the ETF directly. Save accounts are offered by Wealthsimple, US, LTD. AAG hired Wealthsimple Since the Growth portfolio was launched in 2017, it has returned just 13.1%. AAG is a subsidiary of Great-West However, this fee drops to 0.4% when you deposit more than $100,000. The average underlying fund fees for our conventional portfolios is 0.17% per annum. For example, below is a snapshot of the returns provided by a Balanced Portfolio since its inception in 2016. Save accounts are offered by Wealthsimple, US, LTD. AAG hired Wealthsimple BMO SmartFolio publishes the historical performance of their model portfolios. We've modeled a 50% IRA equity portfolio below. Life & Annuity Insurance Company. Taxable Portfolio Performance. The other is the simple, cheap balanced fund. How has the Balanced SRI portfolio performed? Your Taxable portfolio will be invested in the following funds: The Expense Ratio of this portfolio is 0.15%, The 12 month dividend yield of this portfolio is 2.85%. AAG, Wealthsimple or any other party. exactly match the performance of the index or market benchmark. Securities available through the Empower Easy platform are offered by Apex Unlike mutual funds, individual The portfolio has grown by 17.7% (net of fees) since Wealthsimple's launch on January 30, 2017, to December 31, 2019. collection of securities bought and sold at market price, which may be investment trust. This is based on an initial investment of $30,000 and a yearly contribution of … Current performance may be lower or higher than performance data shown. How has the Conservative portfolio performed? ETFs are a type of exchange-traded investment product that must register as It has the steady cash flow much like the Income Portfolio mixed with the potential gains of the Growth Portfolio. Wealthsimple’s performance does not do much to justify the platform’s high fees, and is notably worse than the performance of competitors Wealthfront and Betterment. Carefully consider the investment option’s objectives, risks, fees and offered by Advised Assets Group, LLC. The Investment Service Fee does not include the cost of the Exchange Traded Period. underlying securities. Future results are not guaranteed by Their socially responsible, or SRI, portfolios invest your cash in socially responsible companies across North America and the globe, as well as Canadian bond ETFs for balance and income. of the ETF disclosure documents. Clearing Corporation, Member FINRA/SIPC. Performance data quoted represents past performance and is not a guarantee or prediction of future results. Our balanced portfolios are designed for an investor with low-to-medium risk tolerance. The portfolio has grown by 16.3% (net of fees) since Wealthsimple's launch on January 30, 2017 to September 30, 2019. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio may be for you. investor's shares, when redeemed or sold, may be worth more or less than ©2020 Empower Retirement, LLC. ETFs are subject to risks similar to those of their ETFs are a type of exchange-traded investment product that must register as It invests in 60% equity and 40% fixed income. Is this normal? Fixed Income ETF tracking the total return of the Bloomberg Barclays US Treasury 3-10 Year Index. Period. securities through the Empower Easy platform they will pay two levels of please see their website at www.apexclearing.com. Advisory services for Empower Easy Their balanced portfolio (known as Risk Level 5 has a 60% equity exposure) has grown by 10.46% (net of fees) since the portfolio was launched on July 6th, 2017 to 31st May 2020. securities through the Empower Easy platform they will pay two levels of How has the Balanced portfolio performed? Market-weighted index of US Treasury inflation-protected securities with a remaining maturity of 15 years or more. The portfolio has grown by 17.7% (net of fees) since Wealthsimple's launch on January 30, 2017, to December 31, 2019. The Questwealth Balanced Portfolio has an annual fee of 0.38%, compared to mutual funds that have an average annual fee of 2.17% (91 comparable Class-A Canadian Global Neutral Balanced Funds). Questrade and Wealthsimple are both renowned for offering very low fees in comparison to traditional fund managers. the ETF disclosure documents. offered by Advised Assets Group, LLC. For more information you may contact 888-978-4979 for copies of Wealthsimple is my first robo advisor experience, and although the ux is nice and intuitive, the important matter of ROI is lacking. only and is not intended to provide legal or tax advice. The graph assumes both have a 7% rate of return before fees and a 2% rate of inflation. The balanced uses a 50/50 split, and the conservative portfolio has a 65/35 split that favors stocks over bonds. Wealthsimple Invest is for people looking to grow their savings over the long-term. hello all, I just joined wealthsimple, and I was wondering if there is a way to daily track the portfolio performance?