P/E/Growth Investor Strategy Explanation Video
Since 2003, this portfolio has returned 720.5%, outperforming the market by 339.0% using its optimal tax efficient rebalancing period and 20 stock portfolio size.
This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
Year | Portfolio | S&P 500 |
2003 | 41.0% | 11.1% |
2004 | 25.1% | 9.0% |
2005 | 14.1% | 3.0% |
2006 | 22.5% | 13.6% |
2007 | -4.4% | 3.5% |
2008 | -36.6% | -38.5% |
Year | Portfolio | S&P 500 |
2009 | 53.7% | 23.5% |
2010 | 17.0% | 12.8% |
2011 | -9.1% | -0.0% |
2012 | 7.9% | 13.4% |
2013 | 60.7% | 29.6% |
2014 | 3.4% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -12.6% | -0.7% |
2016 | 15.5% | 9.5% |
2017 | 16.5% | 19.4% |
2018 | -17.6% | -6.2% |
2019 | 20.6% | 28.9% |
2020 | 16.5% | 16.3% |
2021 YTD | 37.5% | 27.4% |
The P/E/Growth Investor portfolio is based on the published writings of Peter Lynch
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