ETF Kitchen Is Evolving
From curated portfolios to bespoke family office collaboration.
Discover the next chapter in disciplined, cross-border financial strategy:
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📊 ETF Kitchen Portfolios execution through Trusted Partners
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🧾 Tax planning and optimization
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🏛️ Succession and trust structuring
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🌐 Cross-border financial solutions
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🤝 Personalized advisory for UHNW families
A Global Network of Trusted Partners:
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🇺🇸 USA: Ethos Financial Group, King of Prussia, USA
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🌍 Europe/Asia: Edmond de Rothschild, Geneva, Switzerland
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🇨🇦 Canada: Multiple options — inquire today
| Portfolios | Jan | Feb | Mar | Apr | May-2 | Jun | Jul | Aug | Sept | Oct | Nov | Dec | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Global CAD | +6.0% | +9.2% | -8.5% | +2.1% | -0.5% | +7.6% | |||||||
| Global USD | +6.0% | +4.6% | -6.9% | +4.4% | -0.5% | +7.2% | |||||||
| Global EUR | +4.6% | +8.6% | -9.2% | +4.8% | 0.0% | +8.1% | |||||||
| Top 5 CAD | +12.1% | +14.6% | -14.0% | +2.6% | -1.3% | +11.9% | |||||||
| Top 5 USD | +19.4% | +14.8% | -7.9% | +21.5% | +3.5% | +58.7% | |||||||
| Crypto CAD | -4.1% | 0.0% | 0.0% | 0.0% | 0.0% | -4.1% | |||||||
| Crypto USD | -3.8% | 0.0% | 0.0% | 0.0% | 0.0% | -3.8% | |||||||
| Bonds USD | +0.5% | +0.3% | -1.81% | +1.3% | -0.1% | +0.2% |
| Portfolios | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total Returns | $10,000 | Since | Annualised |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Global CAD | -1.6% | +12.3% | +5.3% | +23.4% | +0.6% | -0.1% | +17.0% | +29.2% | +7.6% | +134.6% | $23,463 | Jan-2018 | +10.8% |
| Global USD | -1.5% | +7.8% | +12.7% | +18.5% | -8.5% | +1.3% | +21.2% | +21.1% | +7.2% | +106.9% | $20,688 | Jan-2018 | +9.1% |
| Global EUR | +23.6% | +20.1% | +9.5% | +8.1% | +75.6% | $17,559 | Jan-2023 | +18.4% | |||||
| Top 5 CAD | +48.5% | +75.9% | +27.7% | -27.1% | +22.5% | +53.9% | +11.9% | +412.9% | $51,291 | Jan-2020 | +29.4% | ||
| Top 5 USD | -0.5% | +29.8% | +26.4% | +58.7% | +159.0% | $25,899 | Jan-2023 | +33.0% | |||||
| Crypto CAD | -7.3% | -15.0% | +29.6% | +64.4% | -18.0% | -4.1% | +32.1% | $13,208 | Apr-2021 | +5.6% | |||
| Crypto USD | -7.5% | -16.2% | +38.1% | +50.4% | -19.7% | -3.8% | +24.4% | $12,437 | Apr-2021 | +4.4% | |||
| Bonds USD | +6.6% | +0.2% | +6.8% | $10,677 | Jan-2025 | +5.0% |