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    Finding & Funding a Good Life Webinar

    Is a higher paying job with longer hours worth it? How should you prioritize saving for the future against enjoying life today? Should you rent or own your home?

    There is a lot more to a good life than wealth accumulation.

    The definition of what is a good life comes down to what you think it is.

    Wednesday, September 27 at 12:00pm EST

    Model Portfolio

    For illustration purposes only. Actual client portfolios may differ. As of August 31, 2023.

    • Model Portfolio Performance 40% Stocks - 60% Bonds
      YTD Return 5.44%
      1-Year Total Return 5.98%
      3-Year Annualized Return 3.53%
      5-Year Annualized Return 3.23%
      10-Year Annualized Return 4.58%
      20-Year Annualized Return 5.09%
      Worst Drawdown (05/2007-02/2009) -18.90%
      Drawdown - Time to Recovery (from the bottom) 11 months
      20-Year Annualized Standard Deviation 5.77%
    • Model Portfolio Performance 50% Stocks - 50% Bonds
      YTD Return 6.13%
      1-Year Total Return 6.98%
      3-Year Annualized Return 4.93%
      5-Year Annualized Return 3.93%
      10-Year Annualized Return 5.35%
      20-Year Annualized Return 5.65%
      Worst Drawdown (05/2007-02/2009) -24.70%
      Drawdown - Time to Recovery (from the bottom) 14 months
      20-Year Annualized Standard Deviation 6.98%
    • Model Portfolio Performance 60% Stocks - 40% Bonds
      YTD Return 6.82%
      1-Year Total Return 7.99%
      3-Year Annualized Return 6.31%
      5-Year Annualized Return 4.56%
      10-Year Annualized Return 6.09%
      20-Year Annualized Return 6.21%
      Worst Drawdown (05/2007-02/2009) -30.10%
      Drawdown - Time to Recovery (from the bottom) 20 months
      20-Year Annualized Standard Deviation 8.20%
    • Model Portfolio Performance 70% Stocks - 30% Bonds
      YTD Return 7.46%
      1-Year Total Return 8.91%
      3-Year Annualized Return 7.67%
      5-Year Annualized Return 5.15%
      10-Year Annualized Return 6.91%
      20-Year Annualized Return 6.76%
      Worst Drawdown (05/2007-02/2009) -35.10%
      Drawdown - Time to Recovery (from the bottom) 23 months
      20-Year Annualized Standard Deviation 9.44%
    • Model Portfolio Performance 80% Stocks - 20% Bonds
      YTD Return 8.15%
      1-Year Total Return 9.94%
      3-Year Annualized Return 9.15%
      5-Year Annualized Return 5.78%
      10-Year Annualized Return 7.50%
      20-Year Annualized Return 7.21%
      Worst Drawdown (05/2007-02/2009) -39.80%
      Drawdown - Time to Recovery (from the bottom) 24 months
      20-Year Annualized Standard Deviation 10.68%
    • Model Portfolio Performance 100% Stocks - 0% Bonds
      YTD Return 9.53%
      1-Year Total Return 12.02%
      3-Year Annualized Return 12.36%
      5-Year Annualized Return 7.02%
      10-Year Annualized Return 8.90%
      20-Year Annualized Return 8.22%
      Worst Drawdown (05/2007-02/2009) -48.00%
      Drawdown - Time to Recovery (from the bottom) 48 months
      20-Year Annualized Standard Deviation 13.16%

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