Feb 05, 2025

Model Portfolios – December 31, 2024

This document provides the performance data for Model Portfolios for June 30, 2024 as compiled by the Équipe Peter Guay.

Download the PDF or see the interactive version below!

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Data Source: DFA Returns Web, BMO, Ishares, Vanguard

This table is published by PWL Capital Inc. for your information only. Information on which this table is based is available on request. Particular investments or trading strategies should be evaluated relative to each individual’s objectives in consultation with the Investment Advisor. Opinions of PWL Capital constitute its judgment as of the date on this document, and are subject to change without notice. They are provided in good faith but without responsibility for any errors or omissions contained herein. This table is furnished on the basis and understanding that neither PWL Capital Inc. nor its employees, agents or information suppliers is to be under any responsibility of liability whatsoever in respect thereof.

Model Portfolios – December 2024

Model Portfolios – Interactive View

For illustration purposes only. Actual client portfolios may be different.  

Performance 40/60
1-Year Total Return 10.67%
3-Year Annualized Return 3.11%
5-Year Annualized Return 4.73%
10-Year Annualized Return 4.93%
20-Year Annualized Return 5.24%
Lowest 1-Year Return (03/2008-02/2009) -10.91%
20-Year Annualized Standard Deviation 5.30%

Funds Holdings

DFA Global Fixed Income Fund
30.0%
Vanguard Canadian Aggregate Bond Index ETF
18.0%
Vanguard US Aggregate Bond Index ETF
6.0%
Vanguard Global ex-US Aggregate Bond Index
10.0%
DFA Global Equity Portfolio
20.0%
Vanguard All-Equity ETF Portfolio
20.0%
Performance 50/50
1-Year Total Return 12.50%
3-Year Annualized Return 4.04%
5-Year Annualized Return 5.83%
10-Year Annualized Return 5.79%
20-Year Annualized Return 5.79%
Lowest 1-Year Return (03/2008-02/2009) -14.28%
20-Year Annualized Standard Deviation 6.26%

Funds Holdings

DFA Global Fixed Income Fund
25.0%
Vanguard Canadian Aggregate Bond Index ETF
12.5%
Vanguard US Aggregate Bond Index ETF
6.3%
Vanguard Global ex-US Aggregate Bond Index
6.3%
DFA Global Equity Portfolio
25.0%
Vanguard All-Equity ETF Portfolio
25.0%
Performance 60/40
1-Year Total Return 14.35%
3-Year Annualized Return 4.97%
5-Year Annualized Return 6.90%
10-Year Annualized Return 6.61%
20-Year Annualized Return 6.32%
Lowest 1-Year Return (03/2008-02/2009) -18.72%
20-Year Annualized Standard Deviation 7.30%

Funds Holdings

DFA Global Fixed Income Fund
20.0%
Vanguard Canadian Aggregate Bond Index ETF
10.0%
Vanguard US Aggregate Bond Index ETF
5.0%
Vanguard Global ex-US Aggregate Bond Index
5.0%
DFA Global Equity Portfolio
30.0%
Vanguard All-Equity ETF Portfolio
30.0%
Performance 70/30
1-Year Total Return 16.22%
3-Year Annualized Return 5.89%
5-Year Annualized Return 7.95%
10-Year Annualized Return 7.43%
20-Year Annualized Return 6.84%
Lowest 1-Year Return (03/2008-02/2009) -23.39%
20-Year Annualized Standard Deviation 8.43%

Funds Holdings

DFA Global Fixed Income Fund
15.0%
Vanguard Canadian Aggregate Bond Index ETF
7.5%
Vanguard US Aggregate Bond Index ETF
3.8%
Vanguard Global ex-US Aggregate Bond Index
3.8%
DFA Global Equity Portfolio
35.0%
Vanguard All-Equity ETF Portfolio
35.0%
Performance 80/20
1-Year Total Return 18.12%
3-Year Annualized Return 6.83%
5-Year Annualized Return 9.00%
10-Year Annualized Return 8.24%
20-Year Annualized Return 7.28%
Lowest 1-Year Return (03/2008-02/2009) -28.21%
20-Year Annualized Standard Deviation 9.61%

Funds Holdings

DFA Global Fixed Income Fund
10.0%
Vanguard Canadian Aggregate Bond Index ETF
5.0%
Vanguard US Aggregate Bond Index ETF
2.5%
Vanguard Global ex-US Aggregate Bond Index
2.5%
DFA Global Equity Portfolio
40.0%
Vanguard All-Equity ETF Portfolio
40.0%
Performance 100/0
1-Year Total Return 22.02%
3-Year Annualized Return 8.76%
5-Year Annualized Return 11.13%
10-Year Annualized Return 9.83%
20-Year Annualized Return 8.19%
Lowest 1-Year Return (03/2008-02/2009) -37.97%
20-Year Annualized Standard Deviation 12.26%

Funds Holdings

DFA Global Fixed Income Fund
0.0%
Vanguard Canadian Aggregate Bond Index ETF
0.0%
Vanguard US Aggregate Bond Index ETF
0.0%
Vanguard Global ex-US Aggregate Bond Index
0.0%
DFA Global Equity Portfolio
50.0%
Vanguard All-Equity ETF Portfolio
50.0%

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