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

    The Basics of Investing for Women

    This International Women’s Day, join Melissa Laursen and Kelly Thomas from PWL Capital for a free, live webinar where they will cover the basics of investing. This presentation is designed to be interactive, educational, and to help you build confidence in your financial life.

    Join our free The Basics of Investing for Women Webinar on International Women’s Day, March 8 at 12:00pm EST.

    Model Portfolio

    For illustration purposes only. Actual client portfolios may differ. As of January 31, 2024.

    • Model Portfolio Performance 40% Stocks - 60% Bonds
      YTD Return 0.29%
      1-Year Total Return 5.62%
      3-Year Annualized Return 2.98%
      5-Year Annualized Return 4.33%
      10-Year Annualized Return 4.33%
      20-Year Annualized Return 4.89%
      Worst Drawdown (05/2007-02/2009) -18.90%
      Drawdown - Time to Recovery (from the bottom) 11 months
      20-Year Annualized Standard Deviation 5.81%
    • Model Portfolio Performance 50% Stocks - 50% Bonds
      YTD Return 0.28%
      1-Year Total Return 5.99%
      3-Year Annualized Return 4.11%
      5-Year Annualized Return 5.26%
      10-Year Annualized Return 5.06%
      20-Year Annualized Return 5.41%
      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 0.26%
      1-Year Total Return 6.31%
      3-Year Annualized Return 5.20%
      5-Year Annualized Return 6.10%
      10-Year Annualized Return 5.69%
      20-Year Annualized Return 5.93%
      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 0.25%
      1-Year Total Return 6.60%
      3-Year Annualized Return 6.25%
      5-Year Annualized Return 6.90%
      10-Year Annualized Return 6.47%
      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 0.24%
      1-Year Total Return 6.89%
      3-Year Annualized Return 7.35%
      5-Year Annualized Return 7.74%
      10-Year Annualized Return 6.96%
      20-Year Annualized Return 6.85%
      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 0.25%
      1-Year Total Return 7.52%
      3-Year Annualized Return 9.86%
      5-Year Annualized Return 9.43%
      10-Year Annualized Return 8.22%
      20-Year Annualized Return 7.76%
      Worst Drawdown (05/2007-02/2009) -48.00%
      Drawdown - Time to Recovery (from the bottom) 48 months
      20-Year Annualized Standard Deviation 13.21%

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