Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned 80.6%, underperforming the market by 0.9%.

Book/Market
TSX

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: 4.5% TSX: 4.5%
Year To Date: 7.6% TSX: 2.2%
Beta: 0.11 Accuracy: 50.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BIR 2/5/2021 115.04%
HPS.A 12/8/2023 39.35%
ALS 12/11/2020 38.93%

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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
CVE 243.99%
FM 238.82%
EDV 153.52%
** 146.89%
TECK.A 115.98%