Équipe Parkyn-Doyon La Rochelle – Portefeuilles modèles – 28 février 2023

Ce document fournit les données de performance des portefeuilles modèles de février 2023, telles que compilées par l’équipe Parkyn-Doyon La Rochelle.

Pour fins d’illustration seulement. Les portefeuilles de clients peuvent être différents.  

Source : Dimensional Returns Web
Ce rapport est publié par PWL Capital inc. à titre informatif seulement. Les informations qui ont servi à bâtir ce rapport sont disponibles sur demande. Avant d’effectuer un placement ou d’adopter une stratégie de placement, chaque investisseur devrait évaluer ses objectifs avec son conseiller en placement. Les opinions de PWL Capital reflètent son jugement en date du présent document et peuvent changer sans préavis. Elles sont fournies de bonne foi, mais sans responsabilité à l’égard des erreurs ou omissions que pourrait contenir ce document. Les renseignements contenus dans les présentes ont été puisés auprès de sources que nous considérons dignes de foi, mais ni PWL Capital inc. ni ses employés, ses agents ou ses fournisseurs de renseignements ne peuvent garantir leur exactitude ou leur intégralité.
Télécharger Équipe Parkyn-Doyon La Rochelle – Portefeuilles modèles – 28 février 2023
    • Model Portfolio Performance
      Model Portfolio Performance 40% Stocks - 60% Bonds
      YTD Return
      1-Year Total Return -3,39%
      3-Year Annualized Return 3,48%
      5-Year Annualized Return 3,07%
      10-Year Annualized Return 4,34%
      20-Year Annualized Return 5,34%
      Worst Drawdown (05/2007-02/2009) -18,90%
      Drawdown - Time to Recovery (from the bottom) 11 months
      20-Year Annualized Standard Deviation 5,80%
    • Fund Holdings
      40% Stocks - 60% Bonds
      DFA Five-Year Global Fixed Income 29,80%
      DFA Global Targeted Credit Fixed Income 14,80%
      DFA Global Investment Grade Fixed Income 14,80%
      DFA Canadian Core Equity 9,10%
      DFA Canadian Vector Equity 3,90%
      DFA U.S. Core Equity 5,70%
      DFA U.S. Core Equity (Hedged) 5,70%
      DFA U.S. Vector Equity 4,80%
      DFA U.S. Vector Equity (Hedged) 0,00%
      DFA International Core Equity 3,40%
      DFA International Core Equity (Hedged) 3,50%
      DFA International Vector Equity 3,00%
      DFA International Vector Equity (Hedged) 0,00%
      DFA Global Real Estate Securities 1,50%
      Management Expense Ratio 0,34%
    • Model Portfolio Performance
      Model Portfolio Performance 50% Stocks - 50% Bonds
      YTD Return
      1-Year Total Return -2,88%
      3-Year Annualized Return 4,88%
      5-Year Annualized Return 3,80%
      10-Year Annualized Return 5,14%
      20-Year Annualized Return 5,98%
      Worst Drawdown (05/2007-02/2009) -24,70%
      Drawdown - Time to Recovery (from the bottom) 14 months
      20-Year Annualized Standard Deviation 7,02%
    • Fund Holdings
      50% Stocks - 50% Bonds
      DFA Five-Year Global Fixed Income 22,20%
      DFA Global Targeted Credit Fixed Income 12,20%
      DFA Global Investment Grade Fixed Income 14,70%
      DFA Canadian Core Equity 11,20%
      DFA Canadian Vector Equity 4,90%
      DFA U.S. Core Equity 7,10%
      DFA U.S. Core Equity (Hedged) 7,20%
      DFA U.S. Vector Equity 5,40%
      DFA U.S. Vector Equity (Hedged) 0,60%
      DFA International Core Equity 4,30%
      DFA International Core Equity (Hedged) 4,30%
      DFA International Vector Equity 3,30%
      DFA International Vector Equity (Hedged) 0,40%
      DFA Global Real Estate Securities 2,10%
      Management Expense Ratio 0,34%
    • Model Portfolio Performance
      Model Portfolio Performance 60% Stocks - 40% Bonds
      YTD Return
      1-Year Total Return -2,36%
      3-Year Annualized Return 6,27%
      5-Year Annualized Return 4,44%
      10-Year Annualized Return 5,93%
      20-Year Annualized Return 6,64%
      Worst Drawdown (05/2007-02/2009) -30,10%
      Drawdown - Time to Recovery (from the bottom) 20 months
      20-Year Annualized Standard Deviation 8,24%
    • Fund Holdings
      60% Stocks - 40% Bonds
      DFA Five-Year Global Fixed Income 15,90%
      DFA Global Targeted Credit Fixed Income 9,90%
      DFA Global Investment Grade Fixed Income 13,90%
      DFA Canadian Core Equity 13,40%
      DFA Canadian Vector Equity 5,90%
      DFA U.S. Core Equity 8,40%
      DFA U.S. Core Equity (Hedged) 8,50%
      DFA U.S. Vector Equity 5,70%
      DFA U.S. Vector Equity (Hedged) 1,50%
      DFA International Core Equity 5,00%
      DFA International Core Equity (Hedged) 5,10%
      DFA International Vector Equity 3,50%
      DFA International Vector Equity (Hedged) 0,90%
      DFA Global Real Estate Securities 2,40%
      Management Expense Ratio 0,32%
    • Model Portfolio Performance
      Model Portfolio Performance 70% Stocks - 30% Bonds
      YTD Return
      1-Year Total Return -1,85%
      3-Year Annualized Return 7,59%
      5-Year Annualized Return 5,04%
      10-Year Annualized Return 6,76%
      20-Year Annualized Return 7,26%
      Worst Drawdown (05/2007-02/2009) -35,10%
      Drawdown - Time to Recovery (from the bottom) 23 months
      20-Year Annualized Standard Deviation 9,48%
    • Fund Holdings
      70% Stocks - 30% Bonds
      DFA Five-Year Global Fixed Income 10,50%
      DFA Global Targeted Credit Fixed Income 7,50%
      DFA Global Investment Grade Fixed Income 12,00%
      DFA Canadian Core Equity 15,60%
      DFA Canadian Vector Equity 6,70%
      DFA U.S. Core Equity 9,80%
      DFA U.S. Core Equity (Hedged) 9,90%
      DFA U.S. Vector Equity 5,80%
      DFA U.S. Vector Equity (Hedged) 2,50%
      DFA International Core Equity 5,90%
      DFA International Core Equity (Hedged) 5,90%
      DFA International Vector Equity 3,50%
      DFA International Vector Equity (Hedged) 1,50%
      DFA Global Real Estate Securities 2,90%
      Management Expense Ratio 0,35%
    • Model Portfolio Performance
      Model Portfolio Performance 80% Stocks - 20% Bonds
      YTD Return
      1-Year Total Return -1,29%
      3-Year Annualized Return 8,97%
      5-Year Annualized Return 5,68%
      10-Year Annualized Return 7,40%
      20-Year Annualized Return 7,80%
      Worst Drawdown (05/2007-02/2009) -39,80%
      Drawdown - Time to Recovery (from the bottom) 24 months
      20-Year Annualized Standard Deviation 10,74%
    • Fund Holdings
      80% Stocks - 20% Bonds
      DFA Five-Year Global Fixed Income 6,00%
      DFA Global Targeted Credit Fixed Income 5,00%
      DFA Global Investment Grade Fixed Income 9,00%
      DFA Canadian Core Equity 17,90%
      DFA Canadian Vector Equity 7,60%
      DFA U.S. Core Equity 11,10%
      DFA U.S. Core Equity (Hedged) 11,30%
      DFA U.S. Vector Equity 5,70%
      DFA U.S. Vector Equity (Hedged) 3,90%
      DFA International Core Equity 6,70%
      DFA International Core Equity (Hedged) 6,80%
      DFA International Vector Equity 3,50%
      DFA International Vector Equity (Hedged) 2,30%
      DFA Global Real Estate Securities 3,20%
      Management Expense Ratio 0,35%
    • Model Portfolio Performance
      Model Portfolio Performance 100% Stocks - 0% Bonds
      YTD Return
      1-Year Total Return 0,10%
      3-Year Annualized Return 11,92%
      5-Year Annualized Return 6,89%
      10-Year Annualized Return 8,83%
      20-Year Annualized Return 8,95%
      Worst Drawdown (05/2007-02/2009) -48,00%
      Drawdown - Time to Recovery (from the bottom) 48 months
      20-Year Annualized Standard Deviation 13,22%
    • Fund Holdings
      100% Stocks - 0% Bonds
      DFA Five-Year Global Fixed Income 0,00%
      DFA Global Targeted Credit Fixed Income 0,00%
      DFA Global Investment Grade Fixed Income 0,00%
      DFA Canadian Core Equity 22,20%
      DFA Canadian Vector Equity 9,50%
      DFA U.S. Core Equity 13,90%
      DFA U.S. Core Equity (Hedged) 14,10%
      DFA U.S. Vector Equity 6,00%
      DFA U.S. Vector Equity (Hedged) 6,00%
      DFA International Core Equity 8,40%
      DFA International Core Equity (Hedged) 8,50%
      DFA International Vector Equity 3,60%
      DFA International Vector Equity (Hedged) 3,60%
      DFA Global Real Estate Securities 4,00%
      Management Expense Ratio 0,34%