skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. BEPORT: When looking at the results since inception for both Growth and Balanced Portfolios I find that ultimately the BPORT generates a lot more return than the Growth . [Balanced Equity Portfolio]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: When looking at the results since inception for both Growth and Balanced Portfolios I find that ultimately the BPORT generates a lot more return than the Growth .
BPORT generated 263% since inception against the S&P 229% during the same period. The GROWTH is not even close to that of the S&P and the growth part of my portfolio suffer from that . Do you have a comprehensive explanation?

I love the service but I can't wait to hear from you on this topic.

Yves
Asked by Yves on October 30, 2023
5i Research Answer:

The Growth portfolio has a much smaller average market capitalization, and small caps have massively underperformed over the past five+ years. Right now, small caps' valuation, relative to large caps, is about the lowest ever. The Growth portfolio has also taken several 'hits' on positions whereas the more-conservative balanced fund naturally has less inherent volatilty. Balanced has also benefited from some very solid long term performers that have been in the portfolio for years.