Since 2010, this portfolio has returned 300.7%, outperforming the market by 125.5%.
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.
| Year | Portfolio | TSX |
| 2010 | 18.0% | 13.9% |
| 2011 | -37.2% | -11.1% |
| 2012 | 32.4% | 4.0% |
| 2013 | -13.3% | 9.6% |
| 2014 | 23.6% | 7.4% |
| 2015 | -41.6% | -11.1% |
| 2016 | 40.6% | 17.5% |
| Year | Portfolio | TSX |
| 2017 | 43.8% | 6.0% |
| 2018 | -6.9% | -11.6% |
| 2019 | 5.2% | 19.1% |
| 2020 | -12.5% | 2.2% |
| 2021 | 42.3% | 21.7% |
| 2022 | 17.4% | -8.7% |
| 2023 | -5.5% | 8.1% |
| Year | Portfolio | TSX |
| 2024 | 21.0% | 18.0% |
| 2025 | 77.5% | 28.2% |
| 2026 YTD | 11.1% | 2.4% |
See the Current Stocks in the Book/Market Investor Portfolio
Sign Up Now!| Ticker | Date Added | Return |
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