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Screaming Value Portfolio Soars 55.8%, Outpaces Market

8/26/2025

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Summary

Story summary

The Screaming Value portfolio increased by 55.8% in the past year, surpassing the Canadian stock market's 21.4% rise.
Over 25 years, it averaged a 15.8% annual return, compared to the S&P/TSX Composite Index's 6.7%.
Variants of the portfolio, excluding low-priced stocks, averaged annual returns of 15.8%, 15.0%, and 13.8%.
Investors should be aware of risks linked to low-priced and infrequently traded stocks.

History

Historical Context

The dot-com bubble peaked in 1999, driven by excessive speculation in internet-based companies, leading to significant stock market volatility. Following the bubble's burst, the S&P/TSX Composite Index averaged a modest 6.7% annual return over 25 years, contrasting sharply with the Screaming Value portfolio's 15.8% return, underscoring the importance of strategic investment amidst historical market risks.

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Story summary

The Screaming Value portfolio increased by 55.8% in the past year, surpassing the Canadian stock market's 21.4% rise.
Over 25 years, it averaged a 15.8% annual return, compared to the S&P/TSX Composite Index's 6.7%.
Variants of the portfolio, excluding low-priced stocks, averaged annual returns of 15.8%, 15.0%, and 13.8%.
Investors should be aware of risks linked to low-priced and infrequently traded stocks.

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