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:

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%
1Inception date: November 2012
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.