Répartition des actifs
AS AT JAN 31, 2025
Actions - Géographie
AS AT JAN 31, 2025
Actif versus passif
AS AT JAN 31, 2025
Titres
AS AT JAN 31, 2025
| Titres | Symbole | Poids |
|---|---|---|
| Trésorerie | ||
| CAD Cash | CAD Cash | 0.8% |
| Purpose High Interest Savings Fund | PSA | 2.8% |
| Revenu Fixe | ||
| BMO Aggregate Bond ETF | ZAG | 8.6% |
| Purpose Global Bond ETF | BND | 4.3% |
| Purpose Canadian Preferred Share ETF | RPS | 3.0% |
| Équilibré | ||
| Purpose Tactical Asset Allocation ETF | RTA | 6.6% |
| Actions nord-américaines | ||
| BMO S&P/TSX Capped Composite ETF | ZCN | 14.4% |
| Purpose Core Equity Income ETF | RDE | 10.2% |
| Invesco S&P 500 Equal Weight ETF CAD H | EQL.F | 8.3% |
| Invesco QQQ Trust | QQQ | 7.0% |
| iShares Russell 2000 ETF | IWM | 3.3% |
| Actions internationales | ||
| Purpose International Dividend ETF | PID | 6.4% |
| iShares Core MSCI EAFE ETF | IEFA | 7.5% |
| iShares MSCI Japan ETF | EWJ | 3.9% |
| Vanguard FTSE Emerging Mkts All Cap ETF | VEE | 4.9% |
| iShares MSCI EAFE Min Vol Factor ETF | EFAV | 3.7% |
| Diversificateurs | ||
| Purpose Gold Bullion | KILO | 4.5% |