Overview

etif_over ETF Insight has designed a full range of model portfolios to assist individual investors in building a customized portfolio that is tailored to their specific profile. In conjunction with an Advisor or Industry Professional, investors should assess which category (type) they fall into. The key ingredients of this assessment typically focus on:

  • Risk Tolerance
  • Financial Goals
  • Investment Time Horizon
Different investment options encompass different types of volatility. Finding the right asset class mix depends on your profile and objectives. Investors seeking growth, capital preservation, or something in between, will need to reflect these aims in their portfolios. Timing is also a critical variable. Investors who can endure the peaks and valleys of the market will be able to adopt a different strategy to those who are more sensitive to short-term changes in market prices.

By selecting the proper model, combined with a long-term investment horizon, most investors should be building portfolios that look beyond the daily flow of financial news. It is important to note that over the years, the ETF industry has also seen more speculative funds gain favour. ETFs now offer investors the opportunity for increased leverage and a way to bet against the market. These types of ETFs involve more complexity and much less certain outcomes

ETFi Models

Traditional Low Cost

Traditional Portfolios

Traditional Portfolios rely on identifying the investor’s target profile. The models’ asset allocation parameters are set accordingly based on relevant exposure requirements.

Low Cost Portfolios

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

Fundamental Alternative

Fundamental Portfolios

Fundamental Portfolios are designed for investors who believe that fundamental metrics and actively managed ETFs achieve superior returns.

Alternative Portfolios

The Alternative Portfolios are designed to address a) Inflation; b) Rising Rates; and c) Declining Rates.