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Model Portfolios

Model portfolios provide a reference for how our teams invest. They also provide monthly performance data.

Capital Team – Dimensional Global Portfolios – February 28, 2023

Published: March 10, 2023

Capital Team – Dimensional Global Portfolios – January 31, 2023

Published: February 14, 2023

Capital Team – Dimensional Global Portfolios – December 31, 2022

Published: January 18, 2023

Capital Team – Dimensional Global Portfolios – November 30, 2022

Published: December 14, 2022

Capital Team – Dimensional Global Portfolios – September 30, 2022

Published: October 14, 2022
Stocks Chart Trading Computer Green Color

Capital Team – Dimensional Global Portfolios – August 31, 2022

Published: September 13, 2022
Abstract financial graph with uptrend line and bar chart of stock market on blue colour background

Capital Team – Dimensional Global Portfolios – July 31, 2022

Published: August 11, 2022

Capital Team – Dimensional Global Portfolios – June 30, 2022

Published: July 22, 2022

Capital Team – Dimensional Global Portfolios – May 31, 2022

Published: June 8, 2022
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Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.

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