ETF Kitchen Is Evolving
From curated portfolios to bespoke family office collaboration.
Discover the next chapter in disciplined, cross-border financial strategy:
-
📊 ETF Kitchen Portfolios execution through Trusted Partners
-
🧾 Tax planning and optimization
-
🏛️ Succession and trust structuring
-
🌐 Cross-border financial solutions
-
🤝 Personalized advisory for UHNW families
A Global Network of Trusted Partners:
-
🇺🇸 USA: Ethos Financial Group, King of Prussia, USA
-
🌍 Europe/Asia: Edmond de Rothschild, Geneva, Switzerland
-
🇨🇦 Canada: Multiple options — inquire today
| Portfolios | Jan | Feb | Mar | Apr-23 | May | Jun | Jul | Aug | Sept | Oct | Nov | Dec | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Global CAD | +6.0% | +9.2% | -8.5% | +1.9% | +8.0% | ||||||||
| Global USD | +6.0% | +4.6% | -6.9% | +2.8% | +6.1% | ||||||||
| Global EUR | +4.6% | +8.6% | -9.2% | +4.4% | +7.7% | ||||||||
| Top 5 CAD | +12.1% | +14.6% | -14.0% | +2.3% | +13.0% | ||||||||
| Top 5 USD | +19.4% | +14.8% | -7.9% | +18.1% | +49.1% | ||||||||
| Crypto CAD | -4.1% | 0.0% | 0.0% | 0.0% | -4.1% | ||||||||
| Crypto USD | -3.8% | 0.0% | 0.0% | 0.0% | -3.8% | ||||||||
| Bonds USD | +0.5% | +0.3% | -1.81% | +1.4% | +0.3% |
| 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% | +8.0% | +135.5% | $23,547 | Jan-2018 | +10.9% |
| Global USD | -1.5% | +7.8% | +12.7% | +18.5% | -8.5% | +1.3% | +21.2% | +21.1% | +6.1% | +104.7% | $20,468 | Jan-2018 | +9.0% |
| Global EUR | +23.6% | +20.1% | +9.5% | +7.6% | +74.9% | $17,488 | Jan-2023 | +18.4% | |||||
| Top 5 CAD | +48.5% | +75.9% | +27.7% | -27.1% | +22.5% | +53.9% | +13.0% | +418.0% | $51,797 | Jan-2020 | +29.8% | ||
| Top 5 USD | -0.5% | +29.8% | +26.4% | +49.1% | +143.3% | $24,330 | Jan-2023 | +30.8% | |||||
| 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% | +0.3% | +7.0% | $10,697 | Jan-2025 | +5.3% |