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Finding and funding good lives for Canadians

Simplifying Wealth

Investment Industry Regulatory Organization of Canada

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We offer comprehensive wealth management services to Canadian investors. The PWL Capital team can help you achieve your financial goals. Contact us for more information.

    22 in 22 Challenge

    Model Portfolio

    For illustration purposes only. Actual client portfolios may differ. As of April 30, 2022.

    • Model Portfolio Performance 40% Stocks - 60% Bonds
      YTD Return -5.99%
      1-Year Total Return -2.32%
      3-Year Annualized Return 3.55%
      5-Year Annualized Return 3.45%
      10-Year Annualized Return 5.04%
      20-Year Annualized Return 5.28%
      Lowest 1-Year Return (03/2008-02/2009) -16.06%
      20-Year Annualized Standard Deviation 5.50%
    • Model Portfolio Performance 50% Stocks - 50% Bonds
      YTD Return -5.83%
      1-Year Total Return -0.99%
      3-Year Annualized Return 4.60%
      5-Year Annualized Return 4.24%
      10-Year Annualized Return 5.89%
      20-Year Annualized Return 5.76%
      Lowest 1-Year Return (03/2008-02/2009) -20.58%
      20-Year Annualized Standard Deviation 6.73%
    • Model Portfolio Performance 60% Stocks - 40% Bonds
      YTD Return -5.61%
      1-Year Total Return 0.22%
      3-Year Annualized Return 5.59%
      5-Year Annualized Return 4.97%
      10-Year Annualized Return 6.74%
      20-Year Annualized Return 6.23%
      Lowest 1-Year Return (03/2008-02/2009) -24.93%
      20-Year Annualized Standard Deviation 7.96%
    • Model Portfolio Performance 70% Stocks - 30% Bonds
      YTD Return -5.39%
      1-Year Total Return 1.52%
      3-Year Annualized Return 6.51%
      5-Year Annualized Return 5.66%
      10-Year Annualized Return 7.64%
      20-Year Annualized Return 6.70%
      Lowest 1-Year Return (03/2008-02/2009) -29.17%
      20-Year Annualized Standard Deviation 9.23%
    • Model Portfolio Performance 80% Stocks - 20% Bonds
      YTD Return -5.11%
      1-Year Total Return 2.78%
      3-Year Annualized Return 7.49%
      5-Year Annualized Return 6.38%
      10-Year Annualized Return 8.32%
      20-Year Annualized Return 7.06%
      Lowest 1-Year Return (03/2008-02/2009) -33.28%
      20-Year Annualized Standard Deviation 10.50%
    • Model Portfolio Performance 100% Stocks - 0% Bonds
      YTD Return -4.39%
      1-Year Total Return 5.69%
      3-Year Annualized Return 9.37%
      5-Year Annualized Return 7.71%
      10-Year Annualized Return 9.84%
      20-Year Annualized Return 7.81%
      Lowest 1-Year Return (03/2008-02/2009) -40.79%
      20-Year Annualized Standard Deviation 13.03%

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