Since 2010, this portfolio has returned 344.0%, outperforming the market by 152.9%.
This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.
| Year | Portfolio | TSX |
| 2010 | 11.8% | 13.9% |
| 2011 | -15.7% | -11.1% |
| 2012 | 2.3% | 4.0% |
| 2013 | 31.9% | 9.6% |
| 2014 | 21.9% | 7.4% |
| 2015 | 14.7% | -11.1% |
| 2016 | 0.6% | 17.5% |
| Year | Portfolio | TSX |
| 2017 | 9.7% | 6.0% |
| 2018 | -12.9% | -11.6% |
| 2019 | 25.7% | 19.1% |
| 2020 | 10.1% | 2.2% |
| 2021 | 37.8% | 21.7% |
| 2022 | -12.8% | -8.7% |
| 2023 | 11.5% | 8.1% |
| Year | Portfolio | TSX |
| 2024 | 18.4% | 18.0% |
| 2025 | 16.0% | 28.2% |
| 2026 YTD | 2.0% | 8.3% |
See the Current Stocks in the Low PE Investor Portfolio
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