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Example portfolio

Illustrative figures, in CAD. No real data or live prices.

Portfolio overview

Example portfolio, in CAD

Total portfolio value

$43,830 CAD+$2,380 (5.74%)

JanAprJulOctDec

4 holdings

XEQT 42%VFV 28%ZAG 20%CASH 10%

PositionValue

XEQTiShares Core Equity ETF

$18,420 CAD

VFVVanguard S&P 500 ETF

$12,270 CAD

ZAGBMO Aggregate Bond ETF

$8,760 CAD

CASHHigh Interest Savings ETF

$4,380 CAD

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