Investment
Performance
Baskin Strategy Performance - to December 31, 2025
This 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.
Return periods greater than one year have been annualized. The Strategy performance is calculated after all fees and expenses.
| Strategy | 1 Year | 3 Year | 5 Year | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|---|
| Maximum Growth | 0.5% | 18.4% | 10.6% | 0.5% | 27.2% | 29.8% | -20.5% | 25.4% | 15.1% | 24.2% |
| Long-Term Growth | 2.0% | 16.2% | 9.3% | 2.0% | 23.9% | 24.2% | -18.2% | 21.6% | 12.8% | 21.2% |
| Balanced Growth | 2.8% | 14.0% | 8.3% | 2.8% | 20.4% | 19.7% | -15.5% | 18.7% | 9.3% | 18.7% |
| Balanced | 4.4% | 11.2% | 6.8% | 4.4% | 16.4% | 13.2% | -12.9% | 15.7% | 7.3% | 13.9% |
Baskin Growth Equity Pool – to December 31, 2025
We will build client portfolios primarily by investing directly in the shares of companies. For some smaller accounts with a growth objective, we may use the Baskin Growth Equity Pool to ensure full diversification.
Using fundamental analysis and independent judgement, the strategy is to identify companies with deep moats, strong growth potential, experienced management and to obtain shares of these firms at a fair price and hold them for the long-term.
| Performance | 1 Year | 3 Year | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Baskin Growth Equity Pool | 1.3% | 19.7% | 1.3% | 28.4% | 32.1% | -20.9% | 26.2% | N/A | 02/23/2021 |
Baskin Fixed Income Pool – to December 31, 2025
For most portfolios, fixed income exposure will be attained using the Baskin Fixed Income Pool. This improves our access to investment opportunities for all clients, allows for better pricing on purchases and sales and ensures each portfolio is fully diversified. Invest in high-quality, primarily investment grade, fixed income securities (bonds and preferred shares) issued in Canada, and some US, by governments and corporations.
| Performance | 1 Year | 3 Year | 5 Year | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | Inception |
|---|---|---|---|---|---|---|---|---|---|---|
| Baskin Fixed Income Pool | 4.7% | 5.8% | 2.8% | 4.7% | 7.3% | 5.6% | -5.3% | 2.3% | 5.3% | 01/21/2020 |
Baskin Pool Financial Statements
Use the link below to view the Pool Fund Financial Statements.
IMPORTANT INFORMATION - STRATEGY PERFORMANCE CALCULATION
Target asset allocation for each strategy
- Income* – 4% Cash; 91% Fixed Income; 5% Equities
- Income Plus* – 4% Cash; 78% Fixed Income; 18% Equities
- Balanced Income* – 4% Cash; 63% Fixed Income; 33% Equities
- Balanced – 4% Cash; 48% Fixed Income; 48% Equities
- Balanced Growth – 4% Cash; 33% Fixed Income; 63% Equities
- Long-Term Growth – 4% Cash; 18% Fixed Income; 78% Equities
- Maximum Growth – 4% Cash; 3% Fixed Income; 93% Equities
* These strategies have not had clients following them at all times so the returns cannot be calculated over continuous periods.
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 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.