equity growth
We ran the Compounding Equity Screen on all US exchanges (NYSE, NASDAQ, AMEX) from 2000 to 2025. The portfolio returned 5.90% annually vs 7.83% for the S&P 500. $10,000 grew to $41,900 vs $65,900 for the benchmark. The strategy underperforms by 1.93%
equity growth
We backtested the Compounding Equity Screen on London Stock Exchange stocks from 2000 to 2025. The portfolio returned 10.02% annually vs 7.83% for the S&P 500. That +2.18% annual excess compounds meaningfully over time: $10,000 grew to $108,800 vs $65,900 for the
equity growth
We backtested the Compounding Equity Screen on BSE+NSE stocks from 2000 to 2025. The portfolio returned 6.48% annually vs 7.83% for the S&P 500. That's a -1.35% annual shortfall over the full period. Contents 1. Method 2. Signal and Filters 3. Why
equity growth
We ran the Compounding Equity Screen, 5-year shareholders' equity CAGR above 10%, Return on Equity above 8%, Operating Margin above 8%, on 14 global exchanges from 2000 to 2025. The S&P 500 returned 7.83% annually over the same period. Only one exchange outperformed it. Contents 1.
equity growth
We backtested the Compounding Equity Screen on XETRA stocks from 2000 to 2025. The portfolio returned 4.44% annually vs 7.83% for the S&P 500. That -3.39% annual shortfall compounded into $10,000 becoming $29,600 vs $65,900 for the benchmark. Contents 1. Method 2.
equity growth
We backtested the Compounding Equity Screen on TSX stocks from 2000 to 2025. The portfolio returned 6.82% annually vs 7.83% for the S&P 500. That -1.01% annual gap is the smallest shortfall of any market tested. Canada came closest to matching the benchmark across all