Model Portfolio

This tool can be used to model and backtest portfolios. Only CAD instruments are supported at this time.The inception date of the ETF with the latest inception date will be used as start date for both portfolios. Weights of ETFs in each portfolio must amount to 100%. Login or Register to save portfolios as well as to be able to access all the features.

 
Ticker Portfolio 1 Portfolio 2
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Performance

Portfolio 1 Portfolio MER{{fn(getMer(0))}} Portfolio Risk{{riskText(getRisk(0))}}
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Performance {{fn(pval(p,0,0))}}
Distributions {{fn(pval(p,0,1))}}
Portfolio 2 Portfolio MER{{fn(getMer(1))}} Portfolio Risk{{riskText(getRisk(1))}}
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Performance {{fn(pval(p,1,0))}}
Distributions {{fn(pval(p,1,1))}}
Portfolio1Portfolio2
Portfolio MER{{fn(getMer(0))}}{{fn(getMer(1))}}
Portfolio Risk{{riskText(getRisk(0))}}{{riskText(getRisk(1))}}
Performance (%) / Distributions (%)
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Calendar Year Performance

Portfolio 1{{y}}
Performance {{fn(anval(0, y, 0))}}
Distributions (%) {{fn(anval(0, y, 1))}}
Portfolio 2{{y}}
Performance {{fn(anval(1, y, 0))}}
Distributions (%) {{fn(anval(1, y, 1))}}

Portfolio Holdings

Asset Class

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Top 10 Holdings

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Maturity

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Georgraphic Distribution (Country/Region)

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Sector

Sector (Equity)

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Sector

Sector (Fixed Income)

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No Data Available