Foundational Stock average return rate

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Do you have a 5 or 10 year average return rate of a 100% foundational stock portfolio

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Asked on April 19, 2024 4:53 pm
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Hey there. Our US Foundational Stocks haven't been around long enough to calculate these types of returns but what I have done is attached every one of our Canadian Foundational Stock return charts.

Keep in mind, this is if you bought the Foundationals in that year and held them to today. So for example, our 2020 Foundational Stock list returns would be from Jan 1 2020 up until today.

In terms of 2024, the Canadian Foundational Stocks have returned around 3.9% YTD and the TSX Index around 4%.

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Posted by Dan Kent
Answered on April 22, 2024 8:52 am