Répartition des actifs
AS AT OCT 31, 2024
Actions - Géographie
AS AT OCT 31, 2024
Actif versus passif
AS AT OCT 31, 2024
Titres
AS AT OCT 31, 2024
Titres | Symbole | Poids |
---|---|---|
Trésorerie | ||
CAD Cash | Cad Cash | 0.2% |
Purpose High Interest Savings Fund | PSA | 3.1% |
Purpose Cash Management ETF | MNY | 0.0% |
Revenu Fixe | ||
BMO Aggregate Bond ETF | ZAG | 11.1% |
iShares Core Canadian Corporate Bd ETF | XCB | 7.0% |
Mackenzie Unconstrained Bond ETF | MUB | 4.5% |
Purpose Global Bond ETF | BND | 4.7% |
iShares Core US Aggregate Bond ETF | AGG | 1.6% |
Purpose Canadian Preferred Share ETF | RPS | 3.1% |
Équilibré | ||
Purpose Tactical Asset Allocation ETF | RTA | 6.8% |
Actions nord-américaines | ||
BMO S&P/TSX Capped Composite ETF | ZCN | 6.4% |
Purpose Core Equity Income ETF | RDE | 12.0% |
Invesco S&P 500 Equal Weight ETF CAD | EQL | 9.3% |
SPDR® S&P 500 ETF | SPY | 2.0% |
Actions internationales | ||
Purpose International Dividend ETF | PID | 5.1% |
iShares Core MSCI EAFE ETF | IEFA | 7.3% |
iShares MSCI Japan ETF | EWJ | 2.1% |
iShares MSCI EAFE Min Vol Factor ETF | EFAV | 6.0% |
Vanguard FTSE Emerging Mkts All Cap ETF | VEE | 3.1% |
Diversificateurs | ||
Purpose Gold Bullion | KILO | 4.6% |