WealthsimpleFounded in 2014, Raised 45.66M
A popular Canadian robo-advisor that serves Canadian and US investors
Get 10k managed for freeWealthsimple Growth Portfolio (80% Stocks / 20% Bonds) Portfolio
Stocks 80%Bonds 20%Cash 0%
4.78%
Avg. annual return since 2014
| Holdings | Allocation |
|---|---|
| Total Market (U.S.) ETFs | 35.5% |
| VTI | 35.5% |
| Broad Developed World ETFs | 20.5% |
| VGK | 14.9% |
| DXJ | 5.6% |
| Small Cap ETFs | 11.5% |
| VBR | 11.5% |
| Broad Emerging Market ETFs | 6.5% |
| VWO | 6.5% |
| Mid Cap ETFs | 6.0% |
| VOE | 6.0% |
| Municipal Bond ETFs | 12.0% |
| MUB | 12.0% |
| Total Bond Market ETFs | 8.0% |
| BND | 8.0% |