Portfolios

Returns as of market close on 5/13/2025.

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	10.5%	5.4%	5.1%	0.77
James O'Shaughnessy	Growth/Value Investor	8/6/2010	10.4%	5.4%	5.0%	0.95
David Dreman	Contrarian Investor	8/6/2010	9.7%	5.4%	4.3%	0.99
John Neff	Low PE Investor	8/6/2010	9.6%	5.4%	4.2%	0.87
Validea	Momentum Investor	8/6/2010	9.5%	5.4%	4.1%	0.92
Motley Fool	Small-Cap Growth Investor	8/6/2010	7.6%	5.4%	2.2%	1.04
Joseph Piotroski	Book/Market Investor	8/6/2010	7.6%	5.4%	2.2%	1.35
Kenneth Fisher	Price/Sales Investor	8/6/2010	7.5%	5.4%	2.1%	1.23
Benjamin Graham	Value Investor	8/6/2010	6.8%	5.4%	1.4%	1.19
Peter Lynch	P/E/Growth Investor	8/6/2010	5.3%	5.4%	-0.1%	1.16
Martin Zweig	Growth Investor	8/6/2010	2.6%	5.4%	-2.8%	0.97
Joel Greenblatt	Earnings Yield Investor	8/6/2010	1.7%	5.4%	-3.7%	1.21

Consensus Portfolios

Based on	Portfolio	Inception Date	Return	TSX	+/- TSX	Beta
Validea	Top Five Gurus	8/6/2010	12.2%	5.4%	6.8%	1.34
Validea	Validea Hot List	8/6/2010	9.7%	5.4%	4.3%	0.96