ETF portfolios built for your goals
Whether investing long-term or short-term, there’s a Carltonassetwealth portfolio that fits your comfort level to help you reach your goals faster.
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Basic Level
1.5%
Daily
- Minimum Deposit: $300.00
- Maximum Deposit $999.00
- Duration: 24 Hours
- Cummulative Roi: 10.5%
- Referral Bonus: 10%
Self
35%
2 Days
- Minimum Deposit: $400.00
- Maximum Deposit $999.00
- Duration: 48 Hours
- Cummulative Roi: 35%
- Referral Bonus: 2%
DIAMOND
70%
4 Days
- Minimum Deposit: $1,000.00
- Maximum Deposit $4,999.00
- Duration: 96 Hours
- Cummulative Roi: 70%
- Referral Bonus: 2%
REAL ESTATE
130%
3 Days
- Minimum Deposit: $5,000.00
- Maximum Deposit: Unlimited
- Duration: 72 Hours
- Cummulative Roi: 130%
- Referral Bonus: 2%
SILVER
20%
Daily
- Minimum Deposit: $30.00
- Maximum Deposit $399.00
- Duration: 24 Hours
- Cummulative Roi: 20%
- Referral Bonus: 2%
SILVER
20%
Daily
- Minimum Deposit: $30.00
- Maximum Deposit $399.00
- Duration: 24 Hours
- Cummulative Roi: 20%
- Referral Bonus: 2%
Awesome Packages, Instant Sign Up
CLASSIC Plan
Minimum
$200
Maximum
$4999
Stable income rate
3% Daily
Withdrawal of Profit
5 Days
Withdrawal of Profit and Capital
14 Days
Premium Plan
Minimum
$5,000
Maximum
$10,000
Stable income rate
4.5% Daily
Withdrawal of Profit
5 Days
Withdrawal of Profit and Capital
14 Days
Gold Plan
Minimum
$10,100
Maximum
Unlimited
Stable income rate
5.5% Daily
Withdrawal of Profit
5 Days
Withdrawal of Profit and Capital
14 Days
Consider adding Self-Directed
Buy and sell your own stocks, options, ETFs and more with Carltonasset self-directed accounts, products and free platforms.
Get answers to our frequently asked questions
Can I change my portfolio once it's invested?
Yes, if your tolerance for risk or personal situation has changed, you can update your information to change your portfolio.
Can I choose my own ETFs in my Carltonassetwealth portfolio?
No. If you wish to select your own securities, learn more about Carltonasset Self-Directed Investing.
How do I check my holdings and returns?
Your investments are available to check online at any time. To view your account holdings and returns, Log in and go to Reports > Investment summary.
For all returns presented; management fees, optional charges or income taxes payable by Carltonassetwealth clients that would have reduced returns are not taken into account. Dividend yield is the weighted average of dividends from each ETF within the portfolio paid out in the last 12 months, divided by the share price of the portfolio as at December 31, 2023.
1 Cumulative returns show how much your investments have grown or declined – in total – over a multi-year period leading up to the as at date. For cumulative returns: the inception dates for our Standard Growth and Balance portfolios are November 2014. The inception dates for our Standard Aggressive and Income portfolios are December 2014. The inception date for the cumulative returns of our Standard Conservative portfolio is January 2015.
2 Calendar returns show how much your investments have grown or declined – on average – over each calendar year of a multi-year period. Returns are not guaranteed and the values of the underlying ETFs change frequently. Past performance may not be repeated.
Carltonassetwealth Portfolios is a service provided by Carltonasset Wealth Management Inc.
