Investment Performance That Actually Matters
Real numbers from real portfolios. We track every metric that influences your small capital investments, turning data into decisions that work in Canadian markets.
Portfolio Performance Breakdown
These numbers come from actual client portfolios managed between January 2024 and December 2024. Every metric reflects real investment outcomes, not theoretical projections.
Small capital investments currently under management across various Canadian markets
Mean portfolio performance for 2024, adjusted for management fees and market volatility
Percentage of portfolios that exceeded benchmark performance during the tracking period
What These Numbers Actually Tell Us
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Conservative Growth Patterns
Most successful portfolios showed steady 2-3% quarterly gains rather than dramatic spikes. Consistency beats volatility when you're working with smaller amounts.
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Sector Distribution Impact
Portfolios with 40% Canadian equities, 30% bonds, and 30% international exposure performed better than concentrated positions during 2024's market conditions.
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Timing vs. Time-in-Market
Clients who maintained regular contributions regardless of market news saw 12% better outcomes than those who tried to time entries and exits.
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Fee Structure Reality
After accounting for all fees and transaction costs, net returns averaged 6.7%. Transparency in cost structure directly correlates with client satisfaction scores.
"The real story isn't in the highest returns – it's in how many clients stayed invested through market uncertainty. That's where lasting wealth gets built."
How We Track Your Progress
Every month, you get detailed reports showing exactly where your money is, how it's performing, and what adjustments we're considering. No guesswork, no surprises.
Monthly Performance Reports
Detailed breakdown of gains, losses, and rebalancing activities. We show you the actual dollar amounts, not just percentages that can hide important details.
Risk Exposure Analysis
Real-time monitoring of how much risk you're taking in different market sectors. We adjust exposure based on your comfort level and market conditions.
Cost Impact Tracking
Complete transparency on fees, transaction costs, and tax implications. You see exactly how much you're paying and what you're getting for it.
Benchmark Comparisons
Your portfolio performance compared to relevant market indices and similar investment strategies. We show you if our approach is actually adding value.
Want to See Your Numbers?
Schedule a consultation where we'll analyze your current investment situation and show you exactly what kind of performance you might expect. We use real market data and actual case studies – no theoretical projections.
Book Your Analysis