For all your days prepare, And meet them ever alike: When you are the anvil, bear – When you are the hammer, strike. – Edwin Markham Markets Each of the Portfolios supplied better performance than its benchmark over a volatile February. Stocks fell quickly and substantially, particularly the last week
Let joy be in your journey, not some distant goal. – Tim Cook, Apple CEO Markets For the most part our companies had a great start to 2020. Our energy companies in the Growth Portfolio gave back some of the recent gains on corona virus fears, which was offset partially
The real voyage of discovery consists not in seeking new landscapes but in having new eyes. – Marcel Proust It is the emptiness within the cup that makes it useful. – Lao-tzu Markets Value stocks continued their march higher in December, granting the Growth Portfolio another one of its best
The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts 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. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.
