Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned -25.0%, underperforming the market by 57.2%.


This value-quant strategy screens for high book-to-market stocks, and then separates out financially sound firms by looking at a host of improving financial criteria.

Annual Return: -2.9% TSX: 2.9%
Year To Date: -38.3% TSX: -8.6%
Beta: 1.32 Accuracy: 49.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ERF 4/3/2020 51.94%
CFP 5/31/2019 38.86%
HBM 3/6/2020 31.13%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
EDV 153.52%
MEG 110.77%
** 72.59%
CG 60.90%
** 59.45%