Since 2010, this portfolio has returned 367.1%, outperforming the market by 260.4%.
This two strategy approach offers a large-cap value model and a growth approach that looks for persistent earnings growth and strong relative strength.
Year | Portfolio | TSX |
2010 | 10.6% | 13.9% |
2011 | -6.8% | -11.1% |
2012 | 19.0% | 4.0% |
2013 | 22.1% | 9.6% |
2014 | 8.1% | 7.4% |
Year | Portfolio | TSX |
2015 | -8.4% | -11.1% |
2016 | 15.1% | 17.5% |
2017 | 25.9% | 6.0% |
2018 | -11.3% | -11.6% |
2019 | 26.2% | 19.1% |
Year | Portfolio | TSX |
2020 | 33.3% | 2.2% |
2021 | 34.2% | 21.7% |
2022 | -1.1% | -8.7% |
2023 | 5.4% | 8.1% |
2024 YTD | 3.9% | 16.4% |
See the Current Stocks in the Growth/Value Investor Portfolio
Sign Up Now!Ticker | Date Added | Return |
---|