Simplify Your Portfolio and Maximize Returns
Five Core Portfolios, Monthly Rebalanced
- 1
Global - Invest in ETFs in international stocks, bonds, real estate, and commodities.
- 2
S&P - Capture major S&P 500 uptrends while minimizing downside risk.
- 3
Top 5 - Invest in a curated selection of five high-potential stocks from the TSX and S&P 500.
- 4
Crypto - Gain exposure to cryptocurrencies through Bitcoin and Ethereum ETFs.
- 5
Bonds - Invest in sovereign, corporate, US, international, short-term and long-term bond ETFs.
Portfolios | Apr-1 | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 2025 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Global CAD | +4.0% | -1.3% | +1.4% | -0.2% | +3.9% | ||||||||
Global USD | +3.4% | -1.3% | -2.4% | +0.1% | -0.3% | ||||||||
Global EUR | +2.0% | -1.1% | -2.8% | +0.5% | -1.5% | ||||||||
S&P CAD | +2.7% | -1.4% | -5.1% | +0.3% | -3.6% | ||||||||
S&P USD | +2.7% | -1.3% | -4.9% | +0.2% | -3.3% | ||||||||
Top 5 CAD | +7.7% | -3.0% | -3.5% | +0.3% | +1.1% | ||||||||
Top 5 USD | +5.0% | -2.3% | -8.7% | +0.1% | -6.2% | ||||||||
Crypto CAD | +5.1% | -22.7% | -0.9% | +0.6% | -18.9% | ||||||||
Crypto USD | +4.1% | -23.0% | -0.7% | +0.6% | -20.0% | ||||||||
Crypto EUR | +8.1% | -25.4% | -1.5% | +0.5% | -20.2% | ||||||||
Bonds USD | +0.9% | +0.5% | -1.1% | -0.4% | -0.1% |
Portfolios | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total Returns | Since | Annualised |
---|---|---|---|---|---|---|---|---|---|---|---|
Global CAD | -1.6% | +12.3% | +5.3% | +23.4% | +0.6% | -0.1% | +17.0% | +3.9% | +75.3% | Jan-2018 | +8.0% |
Global USD | -1.5% | +7.8% | +12.7% | +18.5% | -8.5% | +1.3% | +21.2% | -0.3% | +58.9% | Jan-2018 | +6.6% |
Global EUR | +23.6% | +20.1% | -1.5% | +46.2% | Jan-2023 | +18.4% | |||||
S&P CAD | +22.6% | -3.6% | +18.2% | Jan-2024 | +14.3% | ||||||
S&P USD | +23.8% | -3.3% | +19.7% | Jan-2024 | +15.5% | ||||||
Top 5 CAD | +48.5% | +75.9% | +27.7% | -27.1% | +22.5% | +1.1% | +201.0% | Jan-2020 | +23.3% | ||
Top 5 USD | -0.5% | +29.8% | -6.2% | +21.1% | Jan-2023 | +8.9% | |||||
Crypto CAD | -7.3% | -15.0% | +29.6% | +64.4% | -18.9% | +36.1% | Apr-2021 | +8.0% | |||
Crypto USD | -7.5% | -16.2% | +38.1% | +50.4% | -20.0% | +28.8% | Apr-2021 | +6.5% |
Subscriptions
Silver
USD500
- Any Portfolio π°
- 12 months
- π 7-day Free Trial
Gold
USD1,000
- Any 2 Portfolios π°π°
- 12 months + 1 month π
- π 7-day Free Trial
Diamond
USD1,500
- Any 3 Portfolios π°π°π°
- 12 months + 2 months π
- π 7-day Free Trial
Sapphire
USD2,000
- Any 4 Portfolios π°π°π°π°
- 12 months + 3 months π
- π 7-day Free Trial