Hi
Just wanted to touch base with you about one of your investment holdings with us.
For those who own Nicola Core Private Balanced through CI Direct Investing, this is one of the companies that is part of your team and is unique.
I’ve included the quarterly report for Nicola Core Portfolio year to date since September 30th. The approx. return so far is 4.6%. Since inception July 19, 2013, it is 8.2%.
Just for your information:
The Nasdaq index year to date in the US is -33% (minus)
The Standard and Poor’s top 500 companies in the US is -21% (minus)
The Canadian TSX top 60 index in Canada is -9.34% (minus)
If this applies to you, I’ve emailed you an article from June 20, 2022 from the Globe and Mail what Nicola Wealth Investment approach is “Nicola Wealth’s investment approach aims to mitigate market volatility” (if you have questions of course you can always reach out to us).
The Nicola Core Portfolio offer a very diversified investment – similar to what high net worth clients can buy. With all the volatility and what is going on in the world it is important to have an annual review as soon as possible to stress test all of your investment holdings.
Nicola Wealth’s investment approach aims to mitigate market volatility – The Globe and Mail
Please contact Angie or myself to set up an appointment or if you simply have questions!
Thank you
Ted
