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-20 | Apr | May | Jun | Jul | Aug | Sept | Oct | Nov | Dec | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Global CAD | +6.0% | +9.2% | -12.6% | +1.3% | |||||||||
| Global USD | +6.0% | +4.6% | -8.4% | +1.5% | |||||||||
| Global EUR | +4.6% | +8.6% | -9.0% | +3.5% | |||||||||
| Top 5 CAD | +12.1% | +14.6% | -22.7% | -0.7% | |||||||||
| Top 5 USD | +19.4% | +14.8% | -8.1% | +26.0% | |||||||||
| Crypto CAD | -4.1% | 0.0% | 0.0% | -4.1% | |||||||||
| Crypto USD | -3.8% | 0.0% | 0.0% | -3.8% | |||||||||
| Bonds USD | +0.5% | +0.3% | -2.3% | -1.5% |
| 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% | +1.5% | +121.4% | $22,138 | Jan-2018 | +10.2% |
| Global USD | -1.5% | +7.8% | +12.7% | +18.5% | -8.5% | +1.3% | +21.2% | +21.1% | +1.4% | +95.7% | $19,567 | Jan-2018 | +8.5% |
| Global EUR | +23.6% | +20.1% | +9.5% | +3.5% | +68.2% | $16,817 | Jan-2023 | +17.5% | |||||
| Top 5 CAD | +48.5% | +75.9% | +27.7% | -27.1% | +22.5% | +53.9% | -0.4% | +356.7% | $45,671 | Jan-2020 | +27.7% | ||
| Top 5 USD | -0.5% | +29.8% | +26.4% | +26.0% | +105.6% | $20,564 | Jan-2023 | +25.1% | |||||
| Crypto CAD | -7.3% | -15.0% | +29.6% | +64.4% | -18.0% | -4.1% | +32.1% | $13,208 | Apr-2021 | +5.8% | |||
| Crypto USD | -7.5% | -16.2% | +38.1% | +50.4% | -19.7% | -3.8% | +24.4% | $12,437 | Apr-2021 | +4.5% | |||
| Bonds USD | +6.6% | -1.5% | +5.0% | $10,499 | Jan-2025 | +4.1% |