
Répartition des actifs
AS AT FEB 28, 2025
Actions - Géographie
AS AT FEB 28, 2025
Actif versus passif
AS AT FEB 28, 2025
Titres
AS AT FEB 28, 2025
Titres | Symbole | Poids |
---|---|---|
Trésorerie | ||
CAD Cash | Cad Cash | 0.1% |
Purpose High Interest Savings Fund | PSA | 3.6% |
Purpose Cash Management ETF | MNY | 0.0% |
Revenu Fixe | ||
BMO Aggregate Bond ETF | ZAG | 10.8% |
iShares Core Canadian Corporate Bd ETF | XCB | 6.8% |
Mackenzie Unconstrained Bond ETF | MUB | 4.3% |
Purpose Global Bond ETF | BND | 4.5% |
BMO MT US IG Corp Bd Hdgd to CAD ETF | ZMU | 4.0% |
Équilibré | ||
Purpose Tactical Asset Allocation ETF | RTA | 6.7% |
Actions nord-américaines | ||
BMO S&P/TSX Capped Composite ETF | ZCN | 6.6% |
Purpose Core Equity Income ETF | RDE | 11.4% |
Invesco S&P 500 Equal Weight ETF CAD H | EQL.F | 9.4% |
SPDR® S&P 500 ETF | SPY | 2.2% |
Actions internationales | ||
Purpose International Dividend ETF | PID | 5.0% |
iShares Core MSCI EAFE ETF | IEFA | 5.2% |
iShares MSCI Japan ETF | EWJ | 2.1% |
iShares MSCI EAFE Min Vol Factor ETF | EFAV | 5.9% |
Vanguard FTSE Emerging Mkts All Cap ETF | VEE | 3.0% |
Diversificateurs | ||
Purpose Gold Bullion | KILO | 4.5% |
Purpose Premium Yield ETF | PYF | 4.0% |