Small-Cap Growth Investor
Based on the book by Motley Fool
Since 2010, this portfolio has returned 155.3%, outperforming the market by 87.1%.
This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.
Annual Return: 7.7%
TSX: 4.2%
Year To Date: -5.4%
TSX: 2.3%
Beta: 0.07
Accuracy: 51.9%
Full Return History
| Year |
Portfolio |
TSX |
| 2010 |
32.2% |
13.9% |
| 2011 |
-12.3% |
-11.1% |
| 2012 |
5.4% |
4.0% |
| 2013 |
26.5% |
9.6% |
| 2014 |
-2.2% |
7.4% |
| Year |
Portfolio |
TSX |
| 2015 |
-6.2% |
-11.1% |
| 2016 |
12.6% |
17.5% |
| 2017 |
17.0% |
6.0% |
| 2018 |
-6.1% |
-11.6% |
| 2019 |
41.3% |
19.1% |
| Year |
Portfolio |
TSX |
| 2020 |
6.6% |
2.2% |
| 2021 |
32.5% |
21.7% |
| 2022 |
-23.2% |
-8.7% |
| 2023 YTD |
-5.4% |
2.3% |