Since 2010, this portfolio has returned 298.6%, outperforming the market by 229.8%.
This strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations.
| Year | Portfolio | TSX |
| 2010 | 18.8% | 13.9% |
| 2011 | -7.4% | -11.1% |
| 2012 | 18.0% | 4.0% |
| 2013 | 32.7% | 9.6% |
| 2014 | 18.8% | 7.4% |
| Year | Portfolio | TSX |
| 2015 | -1.1% | -11.1% |
| 2016 | 18.6% | 17.5% |
| 2017 | 12.1% | 6.0% |
| 2018 | -7.3% | -11.6% |
| 2019 | 18.3% | 19.1% |
| Year | Portfolio | TSX |
| 2020 | 14.4% | 2.2% |
| 2021 | 25.2% | 21.7% |
| 2022 | -7.9% | -8.7% |
| 2023 YTD | 2.5% | 2.8% |
See the Current Stocks in the Patient Investor Portfolio
Sign Up Now!| Ticker | Date Added | Return |
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