Since 2010, this portfolio has returned 323.6%, outperforming the market by 214.2%.
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 | 2.1% | 8.1% |
2024 | 6.7% | 18.0% |
2025 YTD | -0.0% | -0.1% |
See the Current Stocks in the Patient Investor Portfolio
Sign Up Now!Ticker | Date Added | Return |
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