Based on your answers, we determined your investor profile is aggressive. You want to maximize the long-term growth of your investments. You understand the ups and downs of the markets. You are comfortable taking high risks to achieve high returns. You will find below the proposed asset allocation corresponding to your investor’s profile. If you disagree with your investor’s profile, please contact us.

I accept my investor profile.

Portfolio Asset Classes Weights Fees
Total Portfolio Weights and Fees

Portfolio Asset Classes Symbols Weights Fees

Performance Statistics Portfolio Benchmark Difference
3-Month Calendar Return
1-Year Calendar Return
3-Year Annualized Return
5-Year Annualized Return

Risk Measurements Portfolio Benchmark Difference
Standard Deviation
Maximum Drawdown
Sharpe Ratio
Index Correlation
Initial Investment
Monthly Contribution
Terminal Value

Model Portfolio Strategy Mandates Market Value Our All In Fee Fee After Reduction Annual Fee Mandate Avg. MER Annual Fee Savings


This report is prepared solely for information purposes in connection with this Portfolio. Historical returns shown are simulated, gross of management fees and do not consider brokerage commissions. They are calculated on a total return basis and annualized for all periods greater than one year. Past performance is not necessarily an indicator of future performance. The indicated performance above and may not reflect the actual performance of clients following the Portfolio.

Factor-Based (FB) makes every effort to ensure that the contents have been compiled or derived from sources believed reliable. However, FB makes no warranty or representation, express or implied, in respect thereof, takes no responsibility for any errors and omissions which may be contained herein and accepts no liability for any loss arising from any use of or reliance on this report or its contents. Additional information may be available which is not reflected herein.

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