Page and Associates Ltd.

Family Wealth Management

  • My Account
  • Home
  • About
    • Our Team
    • Our Admin Team
    • Professional Network
    • Join Our Team
  • Our Services
    • Financial Planning
    • Investment Management
      • Guaranteed Investments
      • Variable Investments
      • Tax-Sheltered Plans
      • Portfolio Construction
      • Comprehensive Investment Management
    • Life and Health Insurance
  • Resources
    • Articles
    • Financial Strategies
    • Links
  • Testimonials
  • News
  • Contact

July 13, 2023 By Page and Associates

Portfolio Benchmarks to 2023 June 30

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Uncategorized Tagged With: benchmark, index, invest, investment, market, portfolio, return

June 7, 2023 By Page and Associates

Portfolio Benchmarks to 2023 May 31

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Uncategorized Tagged With: benchmark, index, invest, investment, market, portfolio, return

May 5, 2023 By Page and Associates

Portfolio Benchmarks to 2023 April 30

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Uncategorized Tagged With: benchmark, index, invest, investment, market, portfolio, return

April 12, 2023 By Page and Associates

Portfolio Benchmarks to 2023 March 31

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Uncategorized Tagged With: index, invest, investment, market, portfolio, return

March 7, 2023 By Page and Associates

Portfolio Benchmarks to 2023 February 28

Graph Icon

Each month-end we publish total return data for various investment market indices, as well as a composite portfolio return benchmark for model portfolios of three different asset allocations. These may be useful guides to reasonable performance of your own portfolio or its components.

Click to view the Index Return Table.

Click to view the Portfolio Benchmarks.

Filed Under: Uncategorized Tagged With: benchmark, index, invest, investment, portfolio, return

  • « Previous Page
  • 1
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • …
  • 13
  • Next Page »

Contact Us

Register For Our Newsletter
  • Home
  • About
  • Our Services
  • Resources
  • Testimonials
  • News
  • Contact
  • My Account
  • Privacy
  • Legal
  • Contact Us

Copyright © 2025 Page and Associates Ltd. Mutual Funds and Segregated funds provided by Fund Companies offered through Worldsource Financial Management Inc. sponsoring mutual fund dealer. All other services provided by Page and Associates Ltd.