Portfolios

Returns as of market close on 4/1/2020.

We've developed portfolios based on the investment strategies of history's most successful stock pickers, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt.

Guru Based on	Portfolio	Inception Date	Return	TSX	+/- TSX	Beta
Warren Buffett	Patient Investor	8/6/2010	9.1%	0.9%	8.2%	0.72
Validea	Momentum Investor	8/6/2010	8.4%	0.9%	7.5%	0.68
Motley Fool	Small-Cap Growth Investor	8/6/2010	5.5%	0.9%	4.6%	0.79
James O'Shaughnessy	Growth/Value Investor	8/6/2010	5.0%	0.9%	4.1%	0.87
John Neff	Low PE Investor	8/6/2010	3.7%	0.9%	2.8%	0.85
Benjamin Graham	Value Investor	8/6/2010	1.0%	0.9%	0.1%	0.92
David Dreman	Contrarian Investor	8/6/2010	0.6%	0.9%	-0.3%	1.03
Martin Zweig	Growth Investor	8/6/2010	-0.8%	0.9%	-1.7%	0.88
Peter Lynch	P/E/Growth Investor	8/6/2010	-3.0%	0.9%	-3.9%	0.89
Kenneth Fisher	Price/Sales Investor	8/6/2010	-5.1%	0.9%	-6.0%	1.04
Joel Greenblatt	Earnings Yield Investor	8/6/2010	-6.4%	0.9%	-7.3%	0.94
Joseph Piotroski	Book/Market Investor	8/6/2010	-6.9%	0.9%	-7.8%	1.29

Consensus Portfolios

Based on	Portfolio	Inception Date	Return	TSX	+/- TSX	Beta
Validea	Validea Hot List	8/6/2010	4.5%	0.9%	3.6%	0.88
Validea	Top Five Gurus	8/6/2010	3.0%	0.9%	2.1%	0.94