My 5 year total return score card

5 years of doing your homework can deliver outstanding results in terms of total return.

I am very proud of it, I have weighted average of 22% annualized total return. Which is ahead of the SP 500 which as seen below is at 15.47% CDN$/14.77% US$. I have accomplished this by having a smaller and less risky portfolio. I currently own 21 holdings vs 500… for the SP. Another proof that you don’t need to hold hundreds of stocks to be diversified and achieve fantastic results.


score card


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