Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned 2.3%, underperforming the market by 32.6%.


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: 0.4% TSX: 4.7%
Year To Date: 18.6% TSX: 4.2%
Beta: 1.35 Accuracy: 56.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
HBC 1/13/2017 30.11%
BDI 4/8/2016 29.21%
POW 4/12/2013 23.11%

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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%
** 72.59%
CG 60.90%
** 59.45%
** 53.75%