Our core custom conservative growth and income portfolios are complemented by a growth oriented, low volatility strategy called:
The Canadian
Conservative Growth Strategy
Enriched by Canada’s Best Dividend Paying Stocks
by Bob McWhirter on BNN Bloomberg Television
The Canadian Conservative Growth Strategy, as discussed by Bob McWhirter on BNN Bloomberg Television, is available through Enriched Investing Incorporated. For further information about the Canadian Conservative Growth Strategy and how some of your assets can benefit from the Canadian Conservative Growth Strategy email or call Margaret Samuel at info@enrichedinvesting.com or 416-203-3028.
Bob McWhirter’s quantitative strategy captures above average growth, attractive valuation (lower is better), low volatility, above average return on equity, low debt to equity, better ability to pay down debt, and above average annual dividend growth.
*to April 30, 2023
How did we achieve these returns?
We buy up to 15 Canadian companies with
• Above average growth
• Attractive valuation and risk
• High Return On Equity
• Low Debt to Equity and
• Better ability to pay down Debt
Rising profitability results in growth of free cash flow, and return on equity.
Dividend growth with low volatility has been shown to contribute more to returns than dividend yield alone.
There are 11 variables which determine the rank of each stock; in addition there are 4 buy rules and 10 sell rules. These guides help to systematically contain risk while consistently uncovering greater potential for growth. The strategy has been used successfully for several years and continues to evolve.
