Since 2010, this portfolio has returned 340.4%, outperforming the market by 215.3%.
This momentum strategy looks for companies with strong price momentum and EPS growth that is coupled with high return on equity and falling debt.
| Year | Portfolio | TSX |
| 2010 | 23.7% | 13.9% |
| 2011 | -11.1% | -11.1% |
| 2012 | 7.9% | 4.0% |
| 2013 | 38.0% | 9.6% |
| 2014 | 22.0% | 7.4% |
| Year | Portfolio | TSX |
| 2015 | 11.8% | -11.1% |
| 2016 | 2.1% | 17.5% |
| 2017 | 14.9% | 6.0% |
| 2018 | -10.6% | -11.6% |
| 2019 | 28.2% | 19.1% |
| Year | Portfolio | TSX |
| 2020 | 8.7% | 2.2% |
| 2021 | 21.2% | 21.7% |
| 2022 | -18.8% | -8.7% |
| 2023 | -12.8% | 8.1% |
| 2024 | 20.0% | 18.0% |
| 2025 YTD | 31.3% | 7.4% |
See the Current Stocks in the Momentum Investor Portfolio
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