Small-Cap Growth Investor

Based on the book by Motley Fool

Since 2010, this portfolio has returned 171.8%, outperforming the market by 78.0%.

Small-Cap Growth

This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.

Annual Return: 7.4% TSX: 4.9%
Year To Date: 14.0% TSX: 9.1%
Beta: 0.07 Accuracy: 51.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CMG 6/21/2024 13.01%
DML 3/28/2024 2.26%
SIL 7/19/2024 1.99%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
** 500.87%
WDO 214.29%
SVM 140.74%
TSU 117.31%
SHOP 112.66%