Since 2010, this portfolio has returned 29.8%, underperforming the market by 6.1%.
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% |
| Year | Portfolio | TSX |
| 2015 | -41.6% | -11.1% |
| 2016 | 40.6% | 17.5% |
| 2017 | 43.8% | 6.0% |
| 2018 | -6.9% | -11.6% |
| 2019 YTD | 12.4% | 11.9% |
See the Current Stocks in the Book/Market Investor Portfolio
Sign Up Now!| Ticker | Date Added | Return |
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