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  • Identify Top Performers: Each month, we meticulously select high-potential ETFs and stocks for you.

  • Systematic Approach: Benefit from a disciplined, systematic approach to investing.

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Four Core Portfolios, in CAD, USD and EUR

  • 1

    Global - Diversify your portfolio with exposure to 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 the dynamic cryptocurrency market through Bitcoin and Ethereum ETFs.

PortfoliosJanFebMarAprMayJunJulAugSepOctNovDec-222024
Global CAD+2.2%+3.6%+2.0%-2.7%+2.1%+0.1%+2.7%+1.1%+3.2%+1.0%+3.1%-1.7%+17.6%
Global USD+0.9%+4.7%+3.0%-3.4%+3.5%+2.4%+1.3%+2.5%+2.8%+0.3%+4.3%-1.8%+22.0%
Global EUR+2.5%+4.8%+4.0%-0.9%+1.5%+4.9%-1.5%-1.2%+3.0%-2.9%+5.3%-0.5%+20.2%
S&P CAD+1.6%+5.4%+3.1%-4.2%+4.3%+3.4%+1.1%+2.3%+1.8%-1.0%+5.9%-1.8%+23.8%
S&P USD+1.6%+5.2%+3.3%-4.0%+4.4%+3.5%+1.2%+2.3%+1.8%-0.9%+6.0%-1.6%+24.9%
Top 5 CAD+2.4%+0.3%+3.0%-0.8%+3.9%-3.7%+5.0%+2.4%+3.0%+5.1%+2.6%-2.4%+22.3%
Top 5 USD+7.4%+12.1%+3.4%-8.4%+11.1%-0.4%-3.6%+4.2%+4.5%-1.4%+6.7%-6.6%+30.1%
Crypto CAD+2.5%+50.0%+5.1%-12.9%+9.5%-7.9%+1.0%-9.4%+0.5%+4.8%+22.6%-0.0%+67.8%
Crypto USD+0.1%+48.4%+5.2%-14.0%+10.2%-7.4%+0.6%-9.5%+0.5%+3.8%+22.1%-2.4%+55.2%

Portfolios2018201920202021202220232024Total ReturnsSinceAnnualised
Global CAD-1.6%+12.3%+5.3%+23.4%+0.6%-0.1%+17.6%+69.7%Jan-2018+7.9%
Global USD-1.5%+7.8%+12.7%+18.5%-8.5%+1.3%+22.0%+60.4%Jan-2018+7.0%
Global EUR+23.6%+20.2%+48.6%Jan-2023+22.2%
S&P CAD+23.8%+23.8%Jan-2024
S&P USD+24.9%+24.9%Jan-2024
Top 5 CAD+9.1%+48.5%+75.9%+27.7%-27.1%+22.3%+224.4%Nov-2019+25.7%
Top 5 USD-14.6%-0.5%+30.1%+10.6%Sep-2022+4.4%
Crypto CAD-7.3%-15.0%+29.6%+67.8%+71.3%Apr-2021+15.5%
Crypto USD-7.5%-16.2%+38.1%+55.2%+66.2%Apr-2021+14.6%

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