Alternative Portfolios

Traditional The Alternative Portfolios are designed to address concerns their respective names reflect. We have constructed the models based on investors whose profile would otherwise coincide with that of a Balanced portfolio.The initial models are: a) Inflation; b) Rising Rates; and c) Declining Rates.
 
Alternative Models
Conservative   Fundamental

Inflation Protection Portfolio

The Inflation Protection Portfolio is designed for investors anticipating rising inflation going forward and looking for a diversified ETF portfolio to protect assets from the corrosive effect of inflation.

 

RISING INTEREST RATE PORTFOLIO

The Portfolio for Rising Interest Rates is for investors looking to position themselves for a rising interest rate environment. This portfolio is otherwise based on a Traditional Balanced Model

 
     
Alternative    

DECLINING INTEREST RATE PORTFOLIO

The Declining Interest Rate model is targeting a declining interest rate scenario. It is also modelled after a Traditional Balanced Portfolio

   
   
 

ETFi Portfolio Models

Fundamental Low Cost Low Cost

Traditional Portfolios

Traditional Portfolios follow the basic framework of identifying typical investors’ profiles, from income/conservative at one end of the spectrum to aggressive growth at the opposite end.

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.