Results

year
2021
month
JANUARY

Monthly Performance Report / January 2021

MONTHLY RESULTS

U.S. Equity Growth (USD-based accounts)

JanFebMarAprMayJunJulAugSepOctNovDecYTD
2021 1.1% -- -- -- -- -- -- -- -- -- -- -- 0.5%

U.S. Equity Growth (CAD-based accounts)

JanFebMarAprMayJunJulAugSepOctNovDecYTD
2021 1.1% -- -- -- -- -- -- -- -- -- -- -- 0.5%
Top 10 Positions
Tesla Inc.
JPMorgan Chase & Co.
Berkshire Hathaway Inc. Class B
Walt Disney Company
Bank of America Corp
PayPal Holdings Inc.
Wells Fargo & Company
Applied Materials Inc.
Alphabet Inc.
Goldman Sachs Group Inc.