Having more bonds or fixed income in your portfolio provides better short-term stability but reduces the long-term growth potential of your portfolio. It won't mimic the returns you could make with other investments, but the interest offered is higher than the average savings account. The gold holdings we’ve added are a very small part of our portfolio. All things being equal, that makes Acorns the clear winner in my opinion. Charges 0.50% for balances up to $100,000 — and 0.40% after that; Rich in features, including a tool that allows you to invest your spare change Log in to Wealthsimple to grow your money like the world's most sophisticated investors. Many experts suggest pulling together a portfolio of dividend-paying stocks as a way to build an income-oriented portfolio. Fractional shares from Acorns is a cherry on top. Registered Portfolio Performance. In 2019, the portfolio generated over $550 in dividend income. The Wealthsimple Growth portfolio is our high risk portfolio. All the other dividend stocks have continued to pay and have raised dividends every year. In other words, we built this portfolio with the goal of maximizing the long-term growth of your account. We'll be in touch soon. I thought Wealthsimple believed in staying the course and not changing your investments based on the markets. We hold it to replicate the inflation-hedging parts of our fixed-income allocation that no longer offer the potential for diversification or return. Since the portfolio inception, it is currently valued at over $20,000, an annualized return of 9.12%. We expect this portfolio to have the highest returns as markets trend upwards over time (10+ years), but to also suffer the largest short-term losses during a market decline (e.g. We've modelled an 80% equities registered portfolio below. Wealthsimple’s 0.50% fee is higher than other robo-advisors, and results in much higher fees over a 30-year period compared to Acorns. How does Wealthsimple assess my risk? What gives? Wealthsimple also offers a fixed-income portfolio, called Smart Savings. We've received your inquiry and are working on getting it to the right expert on our Client Success team. The bottom line:. Wealthsimple offers portfolios of low-cost ETFs and automated portfolio management, making it a great fit for new and hands-off investors, though its fee is higher compared with other options. Thanks! Overall, the portfolio has performed well. This portfolio has grown by 37.8% (net of fees) since Wealthsimple's launch on January 30, 2017 to … Thanks so much for getting in touch. This is good for low risk investors because you know you will earn interest. a ~40% loss in 2008). Wealthsimple’s portfolio contents and construction are selected according to Modern Portfolio Theory (MPT) principles, as is the case with most robo … We will discuss this a bit below, but one caution is the dividend-paying stocks are still stocks. 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