Performance of Canadian Stocks

Our selection of individual securities is restricted to the Canadian market for both  fixed income securities and equities (common shares). In view of this, we have been calculating the annual performance of the Canadian equity portion of our portfolios since 1998 using the same calculations as those used for our typical portfolio. Whether our clients have a portfolio composed of 15% Canadian stocks or of 80%, the annual return is practically identical, taking into consideration that the choice of securities and the weight of each within the basket of Canadian shares are the same.

The following table shows the results and compares them with the annual progression of the Canadian stock market index (TSE 300-TSX/SPX).

Click here to see the graphic