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
10.51%
10.51%
YTD
16.86%
16.86%
1YR
28.81%
28.81%
3YR
28.47%
28.47%
5YR
20.40%
20.40%
7YR
16.48%
16.48%
10YR
14.72%
14.72%
SI*
13.60%
13.60%
* since inception on 05/26/2015
US Growth Model
Net Annualized Returns
Miles Wealth US Growth Model
Miles Wealth US Growth Model
3MTH
8.40%
8.40%
YTD
20.31%
20.31%
1YR
30.57%
30.57%
3YR
30.70%
30.70%
5YR
21.11%
21.11%
7YR
17.84%
17.84%
10YR
15.85%
15.85%
SI*
16.13%
16.13%
* since inception on 10/06/2015
TFSA Model
Net Annualized Returns
Miles Wealth TFSA Model
Miles Wealth TFSA Model
3MTH
7.01%
7.01%
YTD
18.50%
18.50%
1YR
30.01%
30.01%
3YR
39.63%
39.63%
5YR
20.72%
20.72%
7YR
16.47%
16.47%
10YR
14.71%
14.71%
SI*
15.01%
15.01%
* since inception on 10/13/2015
Growth Income Model
Net Annualized Returns
Miles Wealth Growth Income Model
Miles Wealth Growth Income Model
3MTH
8.34%
8.34%
YTD
11.37%
11.37%
1YR
20.51%
20.51%
3YR
17.53%
17.53%
5YR
14.56%
14.56%
7YR
12.47%
12.47%
10YR
11.54%
11.54%
SI*
10.96%
10.96%
* since inception on 07/23/2015
Balanced Model
Net Annualized Returns
Miles Wealth Balanced Model
Miles Wealth Balanced Model
3MTH
6.48%
6.48%
YTD
11.06%
11.06%
1YR
18.74%
18.74%
3YR
15.85%
15.85%
5YR
12.46%
12.46%
7YR
11.03%
11.03%
SI*
10.81%
10.81%
* since inception on 07/26/2016
