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Aggressive Private Investment Portfolio

Portfolio Summary

WealthBar's Aggressive Private Investment Portfolio is invested in three private pooled funds managed by Nicola Wealth Management (NWM). More information on these unique private pools is available on NWM's website.

Performance as of April 30, 2019

Illustrated rate of return is 49.25% cumulatively since inception on August 19, 2014. If you invested $100,000 on August 19, 2014 it would be worth $149,253 on April 30, 2019. This performance is an illustration of the current portfolio's holdings and weights as described above, going back to inception, being rebalanced daily and denominated in Canadian dollars. Source MorningStar Direct (or WealthBar).

PeriodCumulative ReturnsAnnualized Returns
YTD6.86%
1 Month1.62%
3 Month4.98%
6 Month6.32%
1 Year8.23%8.23%
2 Year11.18%5.44%
3 Year28.54%8.73%
Since Inception49.25%8.71%
YearReturns
20143.40%
201511.80%
20169.53%
20176.25%
20182.71%
Trailing 12 Month Yield
5.04%


Asset Allocation

Your portfolio is invested in the following assets:

Asset ClassBreakdown
Real Estate35.0%
Income Strategies32.5%
Blended Fixed Income10.0%
US Equities7.5%
Canadian Equities6.0%
International Equities
3.0%
Alternative Strategies2.5%
Private Equity2.0%
Commodities1.5%


Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
NWM Core Portfolio (Factsheet)
NWM254
50.0%
NWM Real Estate Fund (Factsheet)
NWM14
25.0%
NWM U.S. Tactical High-Income Equities Fund (CAD) (Factsheet)
NWM234
25.0%
Portfolio MER
1.37%


Offering Memorandum of Nicola Wealth funds:

NWM Funds - Spring 2015 Offering Memorandum - FINAL.pdf


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