Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned 24.8%, underperforming the market by 13.6%.


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: 2.5% TSX: 3.8%
Year To Date: 8.0% TSX: 14.0%
Beta: 1.30 Accuracy: 51.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BAM.A 4/6/2018 27.73%
RNW 12/14/2018 26.05%
EXE 3/8/2019 13.15%

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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%
MEG 110.77%
** 72.59%
CG 60.90%
** 59.45%