Meet our Client Relationship Team

We offer comprehensive Wealth Management services to Canadians. The PWL Capital team can help you achieve your financial goals. Contact us for more information.

    Model Portfolio

    For illustration purposes only. Actual client portfolios may differ. As of February 29, 2024.

    • Model Portfolio Performance 40% Stocks - 60% Bonds
      YTD Return 1.83%
      1-Year Total Return 8.52%
      3-Year Annualized Return 2.97%
      5-Year Annualized Return 4.40%
      10-Year Annualized Return 4.30%
      20-Year Annualized Return 4.87%
      Worst Drawdown (05/2007-02/2009) -18.90%
      Drawdown - Time to Recovery (from the bottom) 11 months
      20-Year Annualized Standard Deviation 5.80%
    • Model Portfolio Performance 50% Stocks - 50% Bonds
      YTD Return 2.17%
      1-Year Total Return 9.37%
      3-Year Annualized Return 4.02%
      5-Year Annualized Return 5.34%
      10-Year Annualized Return 5.01%
      20-Year Annualized Return 5.39%
      Worst Drawdown (05/2007-02/2009) -24.70%
      Drawdown - Time to Recovery (from the bottom) 14 months
      20-Year Annualized Standard Deviation 7.03%
    • Model Portfolio Performance 60% Stocks - 40% Bonds
      YTD Return 2.51%
      1-Year Total Return 10.19%
      3-Year Annualized Return 5.07%
      5-Year Annualized Return 6.23%
      10-Year Annualized Return 5.65%
      20-Year Annualized Return 5.92%
      Worst Drawdown (05/2007-02/2009) -30.10%
      Drawdown - Time to Recovery (from the bottom) 20 months
      20-Year Annualized Standard Deviation 8.25%
    • Model Portfolio Performance 70% Stocks - 30% Bonds
      YTD Return 2.87%
      1-Year Total Return 10.97%
      3-Year Annualized Return 6.07%
      5-Year Annualized Return 7.05%
      10-Year Annualized Return 6.41%
      20-Year Annualized Return 6.44%
      Worst Drawdown (05/2007-02/2009) -35.10%
      Drawdown - Time to Recovery (from the bottom) 23 months
      20-Year Annualized Standard Deviation 9.49%
    • Model Portfolio Performance 80% Stocks - 20% Bonds
      YTD Return 3.25%
      1-Year Total Return 11.76%
      3-Year Annualized Return 7.12%
      5-Year Annualized Return 7.92%
      10-Year Annualized Return 6.91%
      20-Year Annualized Return 6.86%
      Worst Drawdown (05/2007-02/2009) -39.80%
      Drawdown - Time to Recovery (from the bottom) 24 months
      20-Year Annualized Standard Deviation 10.74%
    • Model Portfolio Performance 100% Stocks - 0% Bonds
      YTD Return 4.12%
      1-Year Total Return 13.40%
      3-Year Annualized Return 9.48%
      5-Year Annualized Return 9.69%
      10-Year Annualized Return 8.18%
      20-Year Annualized Return 7.80%
      Worst Drawdown (05/2007-02/2009) -48.00%
      Drawdown - Time to Recovery (from the bottom) 48 months
      20-Year Annualized Standard Deviation 13.21%

    Recommended Resources