Since 2010, this portfolio has returned 51.3%, underperforming the market by 11.2%.
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 | 2.3% | -1.1% |
See the Current Stocks in the P/E/Growth Investor Portfolio
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