Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned 47.8%, underperforming the market by 31.3%.


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: 3.5% TSX: 5.3%
Year To Date: 39.0% TSX: 21.2%
Beta: 1.34 Accuracy: 52.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BIR 2/5/2021 182.93%
FM 5/31/2019 174.90%
CVE 8/21/2020 153.41%

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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%
TECK.A 115.98%
MEG 110.77%
CFP 108.64%
** 72.59%