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Optimize All Growth Portfolio

Explore how the Optimize All Growth Portfolio is designed for investors seeking long-term capital appreciation, accepting higher levels of risk and volatility to pursue growth over an extended time horizon.

The Optimize All Growth Portfolio is designed for investors who prioritize long-term growth and are comfortable with the natural volatility of markets. This portfolio focuses on growth-oriented investments, providing diversified exposure across equities and complementary strategies that support capital appreciation over decades.

It is best suited for investors with a long investment time horizon and a high comfort with market fluctuations, recognizing that periods of short-term declines are an expected part of pursuing higher long-term returns.

Investment Mandate

The investment objective of the Optimize All Growth Portfolio is to maximize long-term total returns for investors by investing in a diversified portfolio of growth-oriented and income-oriented investments, with a significant bias towards growth-oriented investments, across asset classes, sectors, and geographies, including fixed income securities and equity securities of North American and International public companies, ETFs, mutual funds, and other public diversified securities such as closed-end funds, as well as investments in private securities, private equity securities, and private credit securities.

Portfolio Allocation

  • Optimize Core Equity Fund: 24.5%

  • Optimize Growth Equity Fund: 30%

  • Optimize Premium Yield Fund: 10%

  • Optimize Global Equity Fund: 10.5%

  • Optimize Dynamic Asset Allocation Fund: 24.5%

  • Cash: 0.5%

This allocation reflects a strong focus on equities, supported by diversified strategies that include dynamic asset allocation and premium yield-focused funds, helping to capture global growth opportunities while maintaining balance across regions and sectors.

Who Is This Portfolio Designed For?

The Optimize All Growth Portfolio is generally suited for:

  • Investors with long-term investment goals.
    Those saving for retirement, future wealth transfer, or other objectives with extended time horizons.

  • Investors who are comfortable with significant portfolio volatility.
    Those who can tolerate short-term fluctuations in pursuit of higher potential long-term returns.

  • Investors focused primarily on capital appreciation.
    This portfolio does not prioritize income generation, making it more appropriate for those focused on growing wealth over income needs.

What to Expect from the Optimize All Growth Portfolio

  • High exposure to equities and equity-like strategies.
    Investors should expect higher levels of portfolio volatility and be prepared to stay invested during downturns.

  • Long-term focus.
    The portfolio is designed for investors who can maintain discipline through full market cycles, benefiting from compounding returns over decades.

  • Broad global diversification.
    The mix of funds ensures exposure to Canadian, U.S., and international markets, along with dynamically managed strategies to support risk-adjusted returns.

Optimize’s Ongoing Management

At Optimize, we manage the All Growth Portfolio with discipline and oversight, ensuring the allocations remain consistent with the strategy through regular monitoring and rebalancing. We also provide ongoing coaching and guidance, helping you stay focused on your plan, navigate inevitable market cycles with confidence, and avoid reactive decisions that could undermine your long-term success.