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Monthly Updates -02-02

Executive Summary – Wellington-Altus Private Wealth Inc. April 2023 Market Update

On a longer-term basis, the Conservative Equity Portfolio has returned 12.8% over 3 years, 9.8% over 5 years, and 11.7% since inception (October 2015). The ...
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Monthly Updates -02-02

Executive Summary – Wellington-Altus Private Wealth Inc. March 2023 Market Update

On a longer-term basis, which is how equity investments are usually measured, the Conservative Equity Portfolio has returned 7.4% over three years, 8.5% over five ...
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Monthly Updates -02-02

EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. FEBRUARY 2023 MARKET UPDATE

On a longer-term basis, which is how equity investments are usually measured, the Conservative Equity Portfolio has averaged 5.09%/year over three years, +8.45% over five ...
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Monthly Updates -02-02

Executive Summary – Wellington-Altus Private Wealth Inc. January 2023 Market Update

December was a difficult month for the Conservative Equity Portfolio, which declined almost 10% on the month and brought the full-year return to -26.8%. On ...
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