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Age

16

Assets

2.1M

Net Worth

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36

Age

16

Assets

2.1M

Net worth

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+300k

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Net Worth

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54

Age

16

Assets

2.1M

Net worth

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36

Age

16

Assets

2.1M

Net Worth

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Portfolio Model

For illustration purposes only. Actual client portfolios may differ. As of October 31, 2023.#

Conservative
Model Portfolio Performance 40% Stocks – 60% Bonds
YTD Return 3.05%
1-Year Total Return 5.30%
3-Year Annualized Return 5.72%
5-Year Annualized Return 4.86%
10-Year Annualized Return 5.87%
Worst Drawdown (05/2007-02/2009) -30.10%
Drawdown - Time to Recovery (from the bottom) 20 Months
20-Year Annualized Standard Deviation 8.22%
View portfolios - December 2023
Conservative

Funds Holdings

DFA Canadian Core Equity
 23.4

Income

Canadian Fixed Income
1 MonthYTD1 Year3 Years5 Years10 Years20 Years5 Year STD DEV
Canadian Treasury Bills0.432.945.103.142.151.511.670.59
Canadian Short-Term Bonds1.543.137.331.031.711.802.912.54
Global Government Short-Term Bonds (hedged to CAD)1.222.065.080.340.981.322.342.19
Canadian Total Bond Market2.371.997.33-1.340.392.073.786.52
Total Global Bond Market (hedged to CAD)1.881.675.34-1.830.091.903.384.99

Global Fixed Income
1 MonthYTD1 Year3 Years5 Years10 Years20 Years5 Year STD DEV
Canadian Treasury Bills0.432.945.103.142.151.511.670.59
Canadian Short-Term Bonds1.543.137.331.031.711.802.912.54
Global Government Short-Term Bonds (hedged to CAD)1.222.065.080.340.981.322.342.19
Canadian Total Bond Market2.371.997.33-1.340.392.073.786.52
Total Global Bond Market (hedged to CAD)1.881.675.34-1.830.091.903.384.99

Market Statistics

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VIEW MARKET STATS FOR DECEMBER 2023
statistics
-0.13%

1 Month

+3.18%

1 Year

+4.74%

5 Years

+2.15%

20 Years

Featured Insights & Resources

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Market Statistics – September 2024

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Market Statistics – August 2024

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Market Statistics – July 2024

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Model Portfolios – April 30, 2024

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54

Age

16

Assets

2.1M

Net Worth

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In order to keep our fees low and our service level high, PWL’s Bender, Bender & Bortolotti team is only able to work with clients with household accounts totaling $1 million or more. If you do not meet our minimum, please visit the Canadian Couch Potato and Canadian Portfolio Manager websites for a host of resources that we offer for free to all investors.