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Core EFT Portfolio
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Portfolio Objective
The primary portfolio objective is conservative growth by utilizing ultra low-cost, diversified, Exchange-Traded Funds (ETFs) to provide exposure to the Borisoff Wealth Management Team’s core conservative balanced asset allocation strategy.
Investment Strategy
The portfolio will be positioned using ETFs to provide exposure to a conservative balanced asset allocation strategy and will target a minimum exposure of 30% to fixed income ETFs corresponding to the main Canadian benchmark bond indices (i.e. Dex Short-Term Bond Index, Dex Universe Bond Index, Dex Real Return Bond Index, Dex Long-Term Bond Index, Dex All Government Bond Index). ETFs are being utilized because with management expense ratios (MERs) as low as 0.07% they allow the portfolio manager to eliminate security risk at a very low cost (risk that an individual security – i.e. bond or stock – will lost some or all of its value), take advantage of institutional pricing (which is a huge advantage – especially in the fixed income markets) and to expose the portfolio or reposition the portfolio to desired sectors and assets classes quickly in response to changing market conditions. The portfolio manager will be unconstrained as to ETF provider (i.e. Barclays, Claymore, State Street, Powershares, Vanguard, Van Eck Global, WisdomTree, Horizons BetaPro) and will not hesitate to upgrade the portfolio if the portfolio manager believes there is a better ETF available for the desired market exposure - i.e. lower MER, a more desirable index methodology, hedging strategy, or increased liquidity. “Bear” ETFs may also be utilized from time-to-time to provide portfolio insurance within the minimum/maximum asset allocation range.
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