Don Cromar, CIM, FCSI

604 718 7511

Exchange Traded Fund Portfolios

Our three model portfolios have continued to demonstrate consistent performance for investors choosing to replicate the models.  The value of properly diversifying an investment portfolio has been demonstrated with the US markets at record highs, and the core holding of the Vanguard US ETF up over 40% since it was added to the models.

Our Core Balanced ETF Model is designed to provide core indexation of Canadian, US and emerging market equities combined with a 40% weighting in fixed-income ETFs for asset class diversification.  Overall, it is a medium-risk balanced approach to investing and works well when combined with individual security positions designed to provide returns over and above the indexed approach.

The Growth ETF Model is suitable for investors seeking growth with a medium to high risk profile.  Given the core holding in broad equity markets combined with sector specific ETFs, it has produced solid returns but increased volatility as compared to the Core Balanced model. The First Trust Alphadex US Dividend Plus ETF was recently added which gives the portfolio an overweight position in the US market.

Lastly, the Balanced Income ETF model provides monthly dividend and interest income with a current yield of approximately 4.18% annualized.  The model is suitable for investors seeking monthly income using low cost and diversified ETFs with low volatility.

ETF Model Portfolio Returns – To February 28, 2014

Model Portfolio                1 yr              *2 yr             *3yr

Core Balanced                  10.54%         8.50%           5.68%

Growth                             9.94%           7.49%           4.30%

**Balanced Income            5.45%           6.37%           5.84%

S&P/TSX Comp                11.6%           6.57%           0.40%

*2 yr and 3 yr returns are annualized.

**Balanced Income returns are to December 31, 2013.

All returns exclude any fees and/or commissions. Returns fluctuate and are not guaranteed.  Past performance is not indicative of future performance.

PI Financial Corp. is licensed as a broker-dealer in all provinces and territories of Canada and is a member of the IIROC and the Canadian Investor Protection Fund. The contents of our Website are not intended, and should not be construed, as a solicitation of customers or business in any jurisdiction in which we are not registered as a dealer in securities

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