Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned 31.5%, underperforming the market by 8.3%.


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: 3.2% TSX: 3.9%
Year To Date: 13.9% TSX: 15.2%
Beta: 1.30 Accuracy: 52.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BAM.A 4/6/2018 30.23%
RNW 12/14/2018 28.74%
WDO 12/14/2018 16.71%

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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%