Since 2010, this portfolio has returned 53.9%, underperforming the market by 14.9%.
This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
| Year | Portfolio | TSX |
| 2010 | 20.2% | 13.9% |
| 2011 | -21.7% | -11.1% |
| 2012 | 7.0% | 4.0% |
| 2013 | 3.3% | 9.6% |
| 2014 | 15.9% | 7.4% |
| Year | Portfolio | TSX |
| 2015 | -15.0% | -11.1% |
| 2016 | 10.0% | 17.5% |
| 2017 | 12.2% | 6.0% |
| 2018 | -23.6% | -11.6% |
| 2019 | 7.5% | 19.1% |
| Year | Portfolio | TSX |
| 2020 | 29.1% | 2.2% |
| 2021 | 22.8% | 21.7% |
| 2022 | -10.3% | -8.7% |
| 2023 YTD | 4.0% | 2.8% |
See the Current Stocks in the P/E/Growth Investor Portfolio
Sign Up Now!| Ticker | Date Added | Return |
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