Beating the TSX (BTSX) – 2019

Investing

In my book Market Masters (2016), I interviewed Ross Grant, who took over from David Stanley to manage the Beating the TSX (BTSX) portfolio.

BTSX has achieved a ~12% annual compound return, beating the index (TSX 60). Here’s a chart that tracks the performance of BTSX vs. TSX 60 (total return, including dividends).

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The new 2019 Beating the TSX (BTSX) portfolio was released (see all 10 stocks below), and the overall dividend yield is 5.59%, with utility  telecom, and bank stocks making up the core holdings (as should be expected). The prices below are as of Jan 2, 2019.

Beating the TSX (BTSX 2019) 

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The BTSX portfolio has done well, considering it’s a very passive strategy. $10,000 invested alongside the BTSX portfolio 30 years ago would have grown to $229,902 by 2019, vs the TSX 60 ($106,469).

Source: Canadian MoneySaver

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