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 | 0.6% |
| Purpose High Interest Savings Fund | PSA | 4.0% |
| Revenu Fixe | ||
| BMO Aggregate Bond ETF | ZAG | 14.8% |
| iShares Core Canadian Corporate Bd ETF | XCB | 10.3% |
| Mackenzie Unconstrained Bond ETF | MUB | 4.5% |
| Purpose Global Bond ETF | BND | 6.5% |
| iShares Core Canadian Short Term Bd ETF | XSB | 4.5% |
| iShares Core US Aggregate Bond ETF | AGG | 3.6% |
| BMO MT US IG Corp Bd Hdgd to CAD ETF | ZMU | 5.0% |
| Équilibré | ||
| Purpose Tactical Asset Allocation ETF | RTA | 3.9% |
| Actions nord-américaines | ||
| BMO S&P/TSX Capped Composite ETF | ZCN | 5.7% |
| Purpose Core Equity Income ETF | RDE | 6.9% |
| Invesco S&P 500 Equal Weight ETF CAD H | EQL.F | 5.7% |
| iShares MSCI USA Min Vol Factor ETF | USMV | 3.2% |
| International | ||
| Purpose International Dividend ETF | PID | 6.2% |
| iShares Core MSCI EAFE ETF | IEFA | 5.8% |
| Diversificateurs | ||
| Purpose Gold Bullion | KILO | 4.4% |
| Purpose Premium Yield ETF | PYF | 4.4% |