Growth Investor
Based on the book by Martin Zweig
Since 2010, this portfolio has returned 112.8%, underperforming the market by 67.2%.
This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
Annual Return: 5.0%
TSX: 6.9%
Year To Date: 5.8%
TSX: 4.2%
Beta: 0.95
Accuracy: 58.7%
Full Return History
| Year |
Portfolio |
TSX |
| 2010 |
21.3% |
13.9% |
| 2011 |
-28.6% |
-11.1% |
| 2012 |
18.9% |
4.0% |
| 2013 |
13.5% |
9.6% |
| 2014 |
-12.1% |
7.4% |
| 2015 |
0.1% |
-11.1% |
| 2016 |
-2.6% |
17.5% |
| Year |
Portfolio |
TSX |
| 2017 |
20.5% |
6.0% |
| 2018 |
-15.6% |
-11.6% |
| 2019 |
40.1% |
19.1% |
| 2020 |
-5.9% |
2.2% |
| 2021 |
10.9% |
21.7% |
| 2022 |
-13.4% |
-8.7% |
| 2023 |
8.7% |
8.1% |
| Year |
Portfolio |
TSX |
| 2024 |
5.1% |
18.0% |
| 2025 |
36.7% |
28.2% |
| 2026 YTD |
5.8% |
4.2% |