Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 320.3%, outperforming the market by 243.0%.


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: 13.7% TSX: 5.2%
Year To Date: 30.9% TSX: 20.0%
Beta: 0.91 Accuracy: 68.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
WJX 10/16/2020 78.07%
MFC 8/21/2020 28.32%
CNQ 7/23/2021 28.03%

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