Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 92.1%, outperforming the market by 59.9%.

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: 6.8% TSX: 2.9%
Year To Date: -20.3% TSX: -8.6%
Beta: 0.89 Accuracy: 66.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
EIF 6/26/2020 7.57%
HDI 6/26/2020 4.72%
MDI 6/26/2020 0.24%

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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%