Traditional Portfolios

Traditional Traditional Portfolios rely on identifying the investor’s target profile. The models’ asset allocation parameters (how much of the portfolio’s overall assets will be invested in the various asset classes identified) are set accordingly based on relevant exposure requirements.
Traditional portfolios are revisited at pre-determined intervals, such as quarterly, semi-annually, or annually (in our case 3 times a year – April/August/December). Total returns are influenced by the asset allocation decisions, a rebalancing discipline is an important step in ensuring exposure to the various asset classes do not stray too far from the intended weightings.
 
Traditional Models
Conservative Income

CONSERVATIVE PORTFOLIO

The Traditional Conservative Portfolio allows for no additional risk tolerance in order to accommodate its cash flow generation objective. This compromise results in a greater exposure to equities, as well as alternative, while direct commodity exposure is eliminated.

INCOME PORTFOLIO

The Traditional Income Portfolio shares many characteristics with the Conservative portfolio, but allows for additional risk exposure in order to accommodate its cash flow generation objective. This compromise results in a greater exposure to equities, as well as alternatives, while direct commodity exposure is eliminated.

Balanced Growth

BALANCED PORTFOLIO

The Traditional Balanced Portfolio is geared towards an investor looking at an asset mix more or less evenly split between fixed income and equities. The fixed income serves the purpose of providing stability, while equities serve to address the growth requirement.

GROWTH PORTFOLIO

The Growth Portfolio is for investors willing to tolerate greater volatility in their quest for higher returns.

iTRADE

AGGRESSIVE GROWTH PORTFOLIO

The traditional Aggressive Growth Portfolio targets the highest potential appreciation, , and requires the greatest risk tolerance.

 

ETFi Portfolio Models

Low Cost Low Cost Mining Exploration

Low Cost Portfolios

Low Cost Portfolios seek to have holdings with lowest combined management expense ratios (MERs).

Fundamental Portfolios

Fundamental Portfolios are designed for investors who believe that fundamental metrics and actively managed ETFs achieve superior returns – potentially both on an absolute and on a risk-adjusted basis.

Alternative Portfolios

The Alternative Portfolios are designed to address a) inflation; b) rising rates; and c) declining rates.