Trending Value Pension Portfolio
A more concentrated portfolio of leading global company stocks that achieves maximum absolute growth and downside protection.
Investment Objective
To provide a stable and consistent return profile with minimum volatility and maximum income generation.
Investor Profile
This Portfolio is suitable for investors looking for:
- Investors looking for stable, long-term growth profile.
- Opportunity for consistent monthly income.
- Exposure to all asset classes including company stocks, bonds, real assets, and other alternatives.
- An active approach to downside protection.
Performance
| 6 mo | 1 Year | 3 Year | Inception1 | |
|---|---|---|---|---|
| TV Pension Portfolio | 3.09% | 9.03% | 3.23% | 8.17% |
| Growth Benchmark2 | -1.17% | 5.62% | 4.84% | 7.56% |
| YTD | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|
| 3.60% | 11.48% | -9.82% | 9.28% | 12.45% | 14.16% |
| -0.27% | 14.48% | -2.10% | 6.06% | 9.38% | 2.81% |
1Inception date: November 2012
2Benchmark includes 30% US Stocks, 30% Canadian Stocks, and 40% Canadian Bonds.
Growth of $500,000
Portfolio Allocation
Top Stock Holdings
| Top Stock Holdings | Holding % |
|---|---|
|
iShares Global Gold Miners ETF A basket of global gold mining companies |
11.0 |
|
Canadian Pacific Railway Ltd. A transcontinental rail transportation business |
5.0% |
|
PayPal Holdings Inc. A technology company specializing in payment programs |
4.3% |
|
B2Gold Corp. A Canadian-based gold mining owner and operator |
4.1% |
|
Amazon.com Inc. A global leader in online retailing and other services |
4.0% |
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.
