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A portfolio strategy that beat the S&P 500 Add to ...

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Craig McGee of Morningstar Canada ranks the top 20 stocks according to five key metrics

What we’re looking for

U.S. stocks with the metrics that led to the best performance in 2013.

The screen

Our friend Craig McGee, senior consultant at Morningstar Canada, analyzed a selection of the most commonly used metrics for stock performance over the year. At the start of each quarter, the best and worst 50 S&P 500 stocks were equally weighted using each metric separately, and he measured the performance of the portfolios. For example, one portfolio would have held the 50 stocks with the lowest P/E ratios and another portfolio would hold 50 stocks with the highest P/E ratios.

CPMS U.S. Top 20 Portfolio

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