Portfolios
Our portfolio solutions are built with purpose, backed by thorough research and a disciplined approach. Each portfolio is actively managed and incorporates a strategic mix of individual stocks, ETFs, and fixed income assets, all guided by a proprietary investment framework designed to adapt to evolving market conditions.
Growth Model
Net Annualized Returns
Miles Wealth Growth Model
Miles Wealth Growth Model
3MTH
7.81%
7.81%
YTD
6.54%
6.54%
1YR
23.98%
23.98%
3YR
24.65%
24.65%
5YR
16.99%
16.99%
7YR
13.88%
13.88%
10YR
13.72%
13.72%
SI*
12.91%
12.91%
* since inception on 05/26/2015
US Growth Model
Net Annualized Returns
Miles Wealth US Growth Model
Miles Wealth US Growth Model
3MTH
8.20%
8.20%
YTD
11.93%
11.93%
1YR
25.94%
25.94%
3YR
26.28%
26.28%
5YR
17.55%
17.55%
7YR
15.90%
15.90%
SI*
15.59%
15.59%
* since inception on 10/06/2015
TFSA Model
Net Annualized Returns
Miles Wealth TFSA Model
Miles Wealth TFSA Model
3MTH
7.85%
7.85%
YTD
9.14%
9.14%
1YR
27.88%
27.88%
3YR
34.87%
34.87%
5YR
17.52%
17.52%
7YR
13.54%
13.54%
SI*
14.38%
14.38%
* since inception on 10/13/2015
Growth Income Model
Net Annualized Returns
Miles Wealth Growth Income Model
Miles Wealth Growth Income Model
3MTH
6.37%
6.37%
YTD
4.97%
4.97%
1YR
17.81%
17.81%
3YR
15.58%
15.58%
5YR
12.08%
12.08%
7YR
10.58%
10.58%
10YR
11.01%
11.01%
SI*
10.57%
10.57%
* since inception on 07/23/2015
Balanced Model
Net Annualized Returns
Miles Wealth Balanced Model
Miles Wealth Balanced Model
3MTH
5.36%
5.36%
YTD
5.89%
5.89%
1YR
16.23%
16.23%
3YR
14.32%
14.32%
5YR
10.55%
10.55%
7YR
9.55%
9.55%
SI*
10.53%
10.53%
* since inception on 07/26/2016
