Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 341.1%, outperforming the market by 258.6%.

Growth/Value
TSX

This two strategy approach offers a large-cap value model and a growth approach that looks for persistent earnings growth and strong relative strength.

Annual Return: 13.8% TSX: 5.4%
Year To Date: 2.3% TSX: 1.5%
Beta: 0.91 Accuracy: 67.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
WJX 10/16/2020 69.54%
CNQ 7/23/2021 61.51%
MRU 5/29/2020 16.42%

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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
ATD 171.44%
GSY 115.49%
MRU 110.88%
GSY 87.28%
GSY 79.57%