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COVID-19 & Your Finances News

Portfolio Update: Your Monthly Portfolio Performance

January 4, 2021

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Portfolio Update: Your Monthly Portfolio Performance

COVID-19 & Your Finances News

Hypothetical Performance*

Here’s how market trends affected CI Direct Investing portfolios this month:

ETF Portfolios

November performance1-Year performance
ETF Safety Portfolio+3.17%+4.97%
ETF Conservative Portfolio+4.49%+6.15%
ETF Balanced Portfolio+6.56%+7.32%
ETF Growth Portfolio+7.31%+7.72%
ETF Aggressive Portfolio+8.48%+7.54%

The composition of each portfolio and further information can be accessed by clicking the portfolio name.

Private Investment Portfolios

November performance1-Year performance
Safety Private Portfolio+1.57%+4.95%
Balanced Private Portfolio+3.10%+5.92%
Aggressive Private Portfolio+4.61%+2.69%

The composition of each portfolio and further information can be accessed by clicking the portfolio name.


*This is a hypothetical illustration of our portfolio performance as of the date noted above. The time-weighted performance is displayed in Canadian dollars and assumes daily rebalancing (unless otherwise stated) and the reinvestment of distributions. Private Investment Portfolios assumes monthly rebalance. It is reflective of the model portfolio’s target holdings and weights including portfolio changes. The performance is net of the management expense ratios (MERs); however, does not include CI Direct Investing’s management fee or taxes. Performance is annualized for all periods greater than one year.  This performance may differ from clients’ actual account return due to the timing of deposits, withdrawals, buys and sells, and the reinvestment of distributions. 

The performance provided is for informational purposes only and is not to be considered as investment advice. Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.

Although CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: [email protected].

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