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Model Portfolio

The model portfolio is an example balanced growth-oriented investment portfolio that reflects our investment philosophy. The rates of return are the real performance of segregated fund investments made for our clients. We use the model as a starting point for investment planning, which is then customized to meet your particular needs and goals. Please be advised that past performance is no indication of future results and individual results will vary based on timing and other factors.

‚ÄčNOTES:

  • This is an example of a simple portfolio structure that incorporates all the accounts in aggregate.
     

  • This is what I would recommend for a portfolio of this size, but we can easily add an automatic asset allocation option as well. Let's discuss.
     

  • This is a moderate risk, long-term Growth oriented Portfolio allocation, but might be good as a starting point for discussion. Let's discuss.