Important Information – Strategy Performance Calculation
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
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 non-margin fee-paying portfolios with over $250,000 as at month end and fully 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.
Past performance, including the illustrations of Baskin Wealth Management performance over the past periods, is not indicative of future performance and no representation, express or implied, is made that the individual managed accounts in future years will achieve similar results.