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Portfolio

VMBL
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McLean Capital Fund
+3%
2026 return (year-to-date)
as of February 17, 2026
+115%
Return since inception
January 1, 2019
+11.5%
Annualized return since Fund inception
7 years

Investments CAD

Symbol Name Weight Cost/Share Value/Share Return

Investments USD Rate: 1 USD = 1.3562 CAD

Symbol Name Weight Cost/Share Value/Share Return

Positions are listed by weight in the portfolio. Returns exclude management fees.

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Communications

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Fund Documents

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Diamond Fund
+1%
2026 return (year-to-date)
as of February 17, 2026
+13%
Return since inception
August 31, 2024
+10%
Annualized return since Fund inception
18 months

Investments CAD

Symbol Name Weight Cost/Share Value/Share Return

Investments USD Rate: 1 USD = 1.3562 CAD

Symbol Name Weight Cost/Share Value/Share Return

Positions are listed by weight in the portfolio. Returns exclude management fees.

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Fund Documents

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Fixed Income

Annual rate (last changed October 29, 2025):
Prime rate - 1.25% = 3.20%
  • Fund 100% invested in cash that earns interest every month.
  • Redeemable at any time.
  • Works for all account types including RRSPs and TFSAs.

Fund Documents

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Statements

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