Since 2010, this portfolio has returned 480.0%, outperforming the market by 277.7%.
This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.
| Year | Portfolio | TSX |
| 2010 | 15.9% | 13.9% |
| 2011 | -6.1% | -11.1% |
| 2012 | 16.7% | 4.0% |
| 2013 | 10.1% | 9.6% |
| 2014 | 8.1% | 7.4% |
| 2015 | -25.1% | -11.1% |
| 2016 | 41.0% | 17.5% |
| Year | Portfolio | TSX |
| 2017 | 14.5% | 6.0% |
| 2018 | -20.3% | -11.6% |
| 2019 | 18.3% | 19.1% |
| 2020 | 13.9% | 2.2% |
| 2021 | 33.2% | 21.7% |
| 2022 | -17.9% | -8.7% |
| 2023 | 13.5% | 8.1% |
| Year | Portfolio | TSX |
| 2024 | 9.2% | 18.0% |
| 2025 | 34.4% | 28.2% |
| 2026 YTD | 62.1% | 12.5% |
See the Current Stocks in the Value Investor Portfolio
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