The returns reported are gross of management fees and represent the returns of model portfolios only and do not represent the returns of any client. Individual account performance may differ materially from the representative performance history in this video, due to factors including but not limited to an account’s size, the length of time the strategy has been held, the timing and amount of deposits and withdrawals, the timing and amount of dividends and other income, trade execution timing and pricing, foreign exchange rates, and fees and other costs. This is not an official statement from Wellington-Altus Private Wealth (“WAPW”). WAPW cannot verify the accuracy of these performance numbers. Please refer to your official WAPW statement for your specific performance numbers.
EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. MAY 2025 MARKET UPDATE
There were no changes to our portfolio in April; however, this is not to say we were not extremely busy with all the market activity this past month. We examined 5 companies very closely but ultimately decided not to add them to our portfolio as we felt the companies we already held were better from a risk/reward standpoint. We did not make major allocation adjustments as we were very happy with where we have allocated capital.
