Value Investor
Based on the book by Benjamin Graham
Since 2010, this portfolio has returned 174.1%, outperforming the market by 58.7%.
This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.
Annual Return: 7.3%
TSX: 5.5%
Year To Date: 12.4%
TSX: 21.2%
Beta: 0.08
Accuracy: 53.6%
Full Return History
| Year |
Portfolio |
TSX |
| 2010 |
15.9% |
13.9% |
| 2011 |
-6.1% |
-11.1% |
| 2012 |
16.7% |
4.0% |
| 2013 |
10.1% |
9.6% |
| 2014 |
8.1% |
7.4% |
| Year |
Portfolio |
TSX |
| 2015 |
-25.1% |
-11.1% |
| 2016 |
41.0% |
17.5% |
| 2017 |
14.5% |
6.0% |
| 2018 |
-20.3% |
-11.6% |
| 2019 |
18.3% |
19.1% |
| Year |
Portfolio |
TSX |
| 2020 |
13.9% |
2.2% |
| 2021 |
33.2% |
21.7% |
| 2022 |
-17.9% |
-8.7% |
| 2023 |
13.5% |
8.1% |
| 2024 YTD |
12.4% |
21.2% |