Western Investment Company of Canada Limited (WI) — Strategic Asset Allocation Index
Western Investment Company of Canada Limited (WI) has a Strategic Asset Allocation Index of 25.7% as of September 2025. Strategic assets (PP&E of CA$- plus long-term investments of CA$16.97 Million) total CA$16.97 Million, measured against net assets of CA$66.12 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See WI net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Western Investment Company of Canada Limited Strategic Asset Allocation Index (2016–2024)
This chart shows how Western Investment Company of Canada Limited's Strategic Asset Allocation Index has evolved across 9 annual periods from 2016 to 2024. As of September 2025, the index stands at 25.7%, representing strategic assets of CA$16.97 Million against net assets of CA$66.12 Million CAD. For live market cap and overall valuation, see Western Investment Company of Canada Lim market cap and net worth.
Annual Strategic Asset Allocation Index for Western Investment Company of Canada Limited (2016–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Western Investment Company of Canada Limited from 2016 to 2024, covering 9 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See WI net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 36.8% | CA$22.35 Million | CA$- | CA$22.35 Million | CA$60.74 Million | ▼ -107.7 pp |
| 2023 | 144.5% | CA$18.47 Million | CA$- | CA$18.47 Million | CA$12.78 Million | ▲ +4.4 pp |
| 2022 | 140.1% | CA$17.34 Million | CA$- | CA$17.34 Million | CA$12.38 Million | ▲ +3.9 pp |
| 2021 | 136.2% | CA$18.69 Million | CA$- | CA$18.69 Million | CA$13.72 Million | ▲ +8.0 pp |
| 2020 | 128.2% | CA$18.72 Million | CA$- | CA$18.72 Million | CA$14.61 Million | ▲ +10.2 pp |
| 2019 | 117.9% | CA$21.49 Million | CA$- | CA$21.49 Million | CA$18.22 Million | ▲ +8.5 pp |
| 2018 | 109.4% | CA$17.68 Million | CA$- | CA$17.68 Million | CA$16.17 Million | ▲ +46.4 pp |
| 2017 | 63.0% | CA$9.27 Million | CA$- | CA$9.27 Million | CA$14.72 Million | ▼ -36.9 pp |
| 2016 | 99.9% | CA$3.79 Million | CA$- | CA$3.79 Million | CA$3.79 Million | — |