Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned 16.0%, underperforming the market by 15.0%.


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: 2.0% TSX: 3.6%
Year To Date: -6.5% TSX: -4.7%
Beta: 1.32 Accuracy: 53.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
POW 4/12/2013 16.05%
ALO 2/9/2018 7.84%
BEP.UN 3/11/2016 6.03%

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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%