Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
CASH.TO Global X High Interest Savings ETF | Money Market | 0.15% |
ZLB.TO BMO Low Volatility Canadian Equity ETF | Canada Equities | 0.15% |
FDLO Fidelity Low Volatility Factor ETF | Volatility Hedged Equity | 0.15% |
EFAV iShares MSCI EAFE Min Vol Factor ETF | Foreign Large Cap Equities | 0.10% |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | Emerging Markets Equities | 0.10% |
ACWV iShares MSCI Global Min Vol Factor ETF | Global Equities | 0.10% |
DGRO iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 0.08% |
QDIV Global X S&P 500 Quality Dividend ETF | Dividend, S&P 500 | 0.07% |
XQU.TO | 0.05% | |
QDF FlexShares Quality Dividend Index Fund | Large Cap Value Equities, Dividend | 0.03% |
REET iShares Global REIT ETF | REIT | 0.01% |
RWO SPDR Dow Jones Global Real Estate ETF | REIT | 0.01% |
Find the right asset allocation for cm stable portfolio dec 2025
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio OptimizerPerformance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in cm stable portfolio dec 2025, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
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Returns By Period
Click Calculate to get resultsMonthly Returns
Click Calculate to get resultsExpense Ratio
Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
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Dividends
Dividend yield
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the cm stable portfolio dec 2025. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
Click Calculate to get resultsVolatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
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Not enough data to calculate this metric.
Diversification Ratio
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