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Monthly Updates -02-02

EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. JANUARY 2025 MARKET UPDATE

This past year was our largest single year outperformance on record. This came as a surprise to us as many of the previous market outperformances ...
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Monthly Update Webinar (January 2025)

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. ...
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Monthly Updates -02-02

EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. DECEMBER 2024 MARKET UPDATE

We sold half of our position in Eli Lilly & Co. in November. We have no clarity on whether LLY will be affected by Robert ...
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Monthly Update Webinar (December 2024)

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. ...
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Monthly Updates -02-02

EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. NOVEMBER 2024 MARKET UPDATE

We took a tax loss on Nutrien and after 30 days we decided against buying it back, as we thought we found an opportunity in ...
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Monthly Update Webinar (November 2024)

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. ...
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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.

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