Trending Value Focused Growth Portfolio
A more concentrated portfolio of leading global company stocks that achieves maximum absolute growth and downside protection.
Investment Objective
To provide maximum absolute growth by investing primarily in North American stocks.
Investor Profile
This Portfolio is suitable for investors looking for:
- Maximum returns from capital growth and dividends.
- Focused exposure to good quality and outperforming North American companies.
- An active approach to downside protection.
Performance
| 6 mo | 1 Year | 3 Year | Inception1 | |
|---|---|---|---|---|
| TV Focused Growth Portfolio | 3.09% | 12.23% | 15.57% | 13.51% |
| Growth Benchmark2 | -4.32% | 1.89% | 7.08% | 7.95% |
| YTD | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|
| 7.74% | 13.95% | 13.63% | 9.05% | 11.48% |
| -3.45% | 22.70% | -4.69% | 10.02% | 10.75% |
2Benchmark consists of 40 % US Stocks, 40% Canadian Stocks, and 20% Canadian Bonds.
Growth of $500,000
Portfolio Allocation
Top Stock Holdings
| Top Stock Holdings | Holding % |
|---|---|
|
Paypal Holdings Inc. A technology platform that facilitates digital payments |
12% |
|
B2Gold Corp. A Canadian-based gold producer |
12% |
|
Shopify Inc. A Canadian-based e-commerce platform provider |
11% |
|
Alpha Pro Tech Ltd. A maker of disposable protective apparel |
10% |
|
Carrier Global Corp. A global HVAC and misc. equipment manufacturer |
10% |
To Learn More or to Receive an Objective Risk Review of Your Portfolio
This Performance Review is prepared for general informational purposes only, without reference to the investment objectives, financial profile, or risk tolerance of any specific person or entity who may receive it. The source of all data is www.siacharts.com and Wellington-Altus Private Wealth (“WAPW”). Statements regarding future performance may not be realized and past performance is not a guarantee of future performance. This Performance Review does not constitute a recommendation or solicitation to buy or sell securities of any kind. WAPWs 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. The information and opinions contained herein are subject to change without notice. This is not an official statement from WAPW. Please refer to your official statement for your specific performance numbers as deposits and withdrawals during the period can impact performance numbers. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
