Portfolio Index Allocator

Portfolio Index Allocator

The Portfolio Index Allocator allows you to easily create custom hypothetical portfolios from a variety of broad market, equity and income indices along with more narrow indices focused on specific industries or market niches.

Create a custom hypothetical allocation. You can create a custom hypothetical allocation using indices dating back to January 31, 1996. These can be compared to broad market index benchmarks or custom blended index benchmarks.

Customize a proposal for your unique purposes. Create a personalized online proposal or one in Adobe Acrobat PDF format. The report provides a variety of helpful illustrations including pie chart allocations, hypothetical growth chart, dollar growth report, risk/return data and risk analytics that provide comparisons of the custom allocation vs. the selected benchmarks.

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Allocation Selection

Choose indices below to create your own custom hypothetical asset allocation. Based on the inception date of the indices chosen, hypothetical performance shown may include a combination of actual performance and hypothetical back-tested data. Any performance data shown prior to the inception date of the indices was not calculated in real time by an independent calculation agent.
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Percent (%) Dollars ($) Claymore ETFs Based on Index Index Name (Expand all)
Equity 
Broad Canadian Equity 
$0CRQFTSE RAFI Canada Index (Core Canada)
$0S&P/TSX 60 Index (Core Canada)
$0S&P/TSX Composite Index (Core Canada)
Broad International Developed Equity 
$0CIEFTSE RAFI Developed Global ex US 1000 Index (Core International)
$0CJPFTSE RAFI Japan Index C$ Hedged (Core Japan)
$0MSCI EAFE Index® (Foreign Large Blend)
$0MSCI Japan Index SM (Core Japan)
Broad U.S. Equity 
$0CLUFTSE RAFI US 1000 Index C$ Hedged (Core U.S.)
$0CLU.CFTSE RAFI US Fundamental lndex Non-hedged (Core U.S.)
$0S&P 500 Index - priced in C$ (Core U.S.)
$0S&P 500 Index – priced in USD (Core U.S.)
Dividend Focused Equity 
$0CDZS&P/TSX Canadian Dividend Aristocrats Index (Large Value)
$0CYHZacks Global Multi Asset Income Index (Global Equity)
Emerging Market Equity 
$0CBQBNY Mellon BRIC Select ADR Index (Foreign Large Cap)
$0CWOMSCI Emerging Markets Index SM (Foreign Large Blend)
Sector/Specialty 
$0CGRCohen & Steers Global Realty Majors Index
$0COWMFC Global Agriculture Index (World Stock)
$0CIFMFC Global Infrastructure Index
$0CWWS&P Global Water Index (World Stock)
$0S&P/TSX Capped Energy Index (CDN Energy Sector)
$0S&P/TSX Capped Materials Index (CDN Materials Sector)
$0S&P/TSX Capped REIT Index (CDN REIT)
$0CMWS&P/TSX Global Mining Index (Global Mining)
$0CLOSustainable Wealth Oil Sands Sector Index™ (Energy)
Fixed Income 
$0CMRCash Alternative (Treasury Bill - 3 Month)
$0DEX All Corporate Bond Index (Corporate Bond Income)
$0DEX Real Return Bond Index (Income)
$0DEX Short Term Bond Index (Short Term Income)
$0CABDEX Universe Bond Index (Broad Canadian Bond Income)
$0CPDS&P/TSX Preferred Share Index (Preferred Income)
$0CHBU.S. High-Yield Very Liquid Index (High Yield Bond)
Commodity 
$0Dow Jones-AIG Commodity Index (Broad Commodity)
$0GASNGX Canadian Natural Gas Index ™ (Natural Gas)
Total
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Benchmark Selection

Wondering how your allocation compares against a market benchmark? You can create your own custom benchmark or select from a list of standard benchmarks. Including the custom benchmark option, you can choose up to two benchmarks.

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Important: Past performance is no guarantee of future results. The Portfolio Index Allocator was designed to assist investors and their financial advisors in evaluating and comparing asset allocation strategies. The hypothetical portfolio strategy generated should be used as a general example of how the different asset allocations may perform and the general risks associated with those allocations. Indices are unmanaged portfolios of securities and their performance, as a group, is typically used to measure investment results. Indices do not include expenses, fees and sales charges that an investor would incur with such investments as an open-end mutual fund, exchange-traded fund, closed-end fund, or unit investment trust. Therefore, individual index returns and the combined index strategy returns would have a higher return than what an investor would actually experience. It is not possible to invest directly in an index. This illustration is not meant to represent any Claymore products.

This site should not be considered an offer to sell or solicitation to buy securities, including any investment product or fund sponsored by Claymore Investments, Inc.

Prospective investors who are not resident in Canada should consult with their financial advisor to determine if the investment funds and products may lawfully be sold in their jurisdiction.

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Commissions, trailing commissions, management fees and expenses all may be associated with fund investments. Please read the prospectus before investing. Funds are not guaranteed, their values change frequently and past performance may not be repeated.

The information on this web site is intended for Canadian residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer. All rights reserved. Market information used on this website is obtained from non-proprietary market sources. While we believe this information to be accurate, Claymore Investments, Inc. and its affiliates cannot attest to the validity of information culled from other sources. The Claymore logos and "Claymore Investments, Inc." are protected under various Trademark Registrations in International Class 36 and are the sole property of Claymore Investments, Inc.

If you are a resident of the United States, please visit the website of Claymore Securities, Inc.