Initial Value $10,000.00
August 13, 2012
Update Value $27,829.17
February 20, 2017
The IWB Growth Portfolio was originally set up by retired contributing editor Tom Slee in August 2012. It is the riskiest of all IWB portfolios, with 100% exposure to the stock market. It also continues to be the most successful in terms of returns.
The portfolio was valued at $10,000 when it was created, with the assets distributed among eight stocks. Three were U.S. companies while the rest were Canadian. We have switched some of the stocks over the five and a half years and now have a mix of four Canadian and three U.S. securities. Our target average annual compound rate of return is in the 12% range.
Previous updates: iwb21708
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