Feb 03, 2025

Model Portfolios – December 31, 2024

This document provides the performance data for Model Portfolios for December 31, 2024 as compiled by the Parkyn-Doyon La Rochelle team.

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Source : Dimensional Returns Web

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 31, 2024

Model Portfolios – Interactive View

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

Performance Conservative
1-Year Total Return 10.12%
3-Year Annualized Return 3.48%
5-Year Annualized Return 4.33%
10-Year Annualized Return 4.33%
20-Year Annualized Return 4.74%
Lowest 1-Year Return (03/2008-02/2009) -9.08%
20-Year Annualized Standard Deviation 4.10%
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Conservative
30/70

Funds Holdings

DFA 5 Year Global Fixed Income
21.00%
DFA Global Targeted Credit Fixed Income
7.00%
Vanguard Canadian Short Term Bond
24.50%
Vanguard Canadian Short Term Corp Bond
17.50%
Vanguard FTSE Canadian Capped REIT
5.00%
DFA Canadian Core Equity
2.00%
iShares Core S&P/TSX Capped Composite
3.00%
DFA US Core Equity
5.00%
Vanguard U.S. Total Market Index ETF
7.50%
DFA International Core Equity
3.00%
December
3.38%
Vanguard FTSE Emerging Mkts All Cap Index ETF
1.13%
Performance Cautious
1-Year Total Return 11.94%
3-Year Annualized Return 4.26%
5-Year Annualized Return 5.35%
10-Year Annualized Return 5.25%
20-Year Annualized Return 5.35%
Lowest 1-Year Return (03/2008-02/2009) -12.92%
20-Year Annualized Standard Deviation 5.10%
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Cautious
40/60

Funds Holdings

DFA 5 Year Global Fixed Income
18.00%
DFA Global Targeted Credit Fixed Income
6.00%
Vanguard Canadian Short Term Bond
21.00%
Vanguard Canadian Short Term Corp Bond
15.00%
Vanguard FTSE Canadian Capped REIT
5.00%
DFA Canadian Core Equity
2.80%
iShares Core S&P/TSX Capped Composite
4.20%
DFA US Core Equity
7.00%
Vanguard U.S. Total Market Index ETF
10.50%
DFA International Core Equity
4.20%
December
4.73%
Vanguard FTSE Emerging Mkts All Cap Index ETF
1.58%
Performance Balanced
1-Year Total Return 15.64%
3-Year Annualized Return 5.80%
5-Year Annualized Return 7.38%
10-Year Annualized Return 7.08%
20-Year Annualized Return 6.52%
Lowest 1-Year Return (03/2008-02/2009) -20.23%
20-Year Annualized Standard Deviation 7.21%
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Balanced
60/40

Funds Holdings

DFA 5 Year Global Fixed Income
12.00%
DFA Global Targeted Credit Fixed Income
4.00%
Vanguard Canadian Short Term Bond
14.00%
Vanguard Canadian Short Term Corp Bond
10.00%
Vanguard FTSE Canadian Capped REIT
5.00%
DFA Canadian Core Equity
4.40%
iShares Core S&P/TSX Capped Composite
6.60%
DFA US Core Equity
11.00%
Vanguard U.S. Total Market Index ETF
16.50%
DFA International Core Equity
6.60%
December
7.43%
Vanguard FTSE Emerging Mkts All Cap Index ETF
2.48%
Performance Assertive
1-Year Total Return 17.52%
3-Year Annualized Return 6.55%
5-Year Annualized Return 8.38%
10-Year Annualized Return 7.98%
20-Year Annualized Return 7.10%
Lowest 1-Year Return (03/2008-02/2009) -23.70%
20-Year Annualized Standard Deviation 8.30%
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Assertive
70/30

Funds Holdings

DFA 5 Year Global Fixed Income
9.00%
DFA Global Targeted Credit Fixed Income
3.00%
Vanguard Canadian Short Term Bond
10.50%
Vanguard Canadian Short Term Corp Bond
7.50%
Vanguard FTSE Canadian Capped REIT
5.00%
DFA Canadian Core Equity
5.00%
iShares Core S&P/TSX Capped Composite
7.80%
DFA US Core Equity
13.00%
Vanguard U.S. Total Market Index ETF
19.50%
DFA International Core Equity
7.80%
December
8.78%
Vanguard FTSE Emerging Mkts All Cap Index ETF
2.93%
Performance Aggressive
1-Year Total Return 19.43%
3-Year Annualized Return 7.31%
5-Year Annualized Return 9.37%
10-Year Annualized Return 8.88%
20-Year Annualized Return 7.66%
Lowest 1-Year Return (03/2008-02/2009) -27.07%
20-Year Annualized Standard Deviation 9.39%
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Aggressive
80/20

Funds Holdings

DFA 5 Year Global Fixed Income
6.00%
DFA Global Targeted Credit Fixed Income
2.00%
Vanguard Canadian Short Term Bond
7.00%
Vanguard Canadian Short Term Corp Bond
5.00%
Vanguard FTSE Canadian Capped REIT
5.00%
DFA Canadian Core Equity
6.00%
iShares Core S&P/TSX Capped Composite
9.00%
DFA US Core Equity
15.00%
Vanguard U.S. Total Market Index ETF
22.50%
DFA International Core Equity
9.00%
December
10.13%
Vanguard FTSE Emerging Mkts All Cap Index ETF
3.38%

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