Historical Performance – to May 31, 2020

Prior to January 1, 2019, Baskin Wealth Management managed each portfolio with a high degree of customization so prior performance was presented as a single consolidated return of all managed accounts. As this calculation requires a full explanation, it is not posted below but is available upon request by clicking here.

Beginning in January 2019, performance was calculated by combining all fully managed fee paying accounts over a minimum threshold and following similar strategies. For more information on the calculation, please read the notes below the table.

The performance is calculated after all fees and expenses.

StrategyYTD1 Year2019
Balanced-2.0%3.9%13.9%
Balanced Growth-2.4%6.8%18.7%
Long-Term Growth0.2%10.6%21.2%
Maximum Growth0.3% 12.3% 24.2%

Target asset allocation for each strategy

Balanced – 50% Bonds; 25% Canadian Stocks; 25% US Stocks

Balanced Growth – 40% Bonds; 30% Canadian Stocks; 30% US Stocks

Long-Term Growth – 20% Bonds; 40% Canadian Stocks; 40% US Stocks

Maximum Growth – 10% Bonds; 45% Canadian Stocks; 45% US Stocks

Performance calculation

Portfolio performance is calculated using a time-weighted methodology with daily valuations and linked to calculate monthly performance. The performance for each strategy is then calculated by asset-weighting the individual portfolio returns monthly.

All actual fee-paying portfolios with over $250,000 as at month end and managed by Baskin Wealth Management are included in the performance calculation.

A new portfolio will be included in the group as of the first full month under management while a closed portfolio will be included up to the last full month for which it was fully managed. Similarly, if a portfolio changes strategy, its performance will be included in the first full month under the new strategy.

Performance presented above is in Canadian dollars and after all fees including the Baskin Wealth Management investment management fee and all custodial costs.