Portfolios

Returns as of market close on 3/29/2023.

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
James O'Shaughnessy	Growth/Value Investor	8/6/2010	11.8%	4.2%	7.6%	0.07
Warren Buffett	Patient Investor	8/6/2010	11.4%	4.2%	7.2%	0.05
Validea	Momentum Investor	8/6/2010	9.1%	4.2%	4.9%	0.06
John Neff	Low PE Investor	8/6/2010	8.9%	4.2%	4.7%	0.06
David Dreman	Contrarian Investor	8/6/2010	8.7%	4.2%	4.5%	0.08
Kenneth Fisher	Price/Sales Investor	8/6/2010	7.8%	4.2%	3.6%	0.07
Motley Fool	Small-Cap Growth Investor	8/6/2010	7.7%	4.2%	3.5%	0.07
Benjamin Graham	Value Investor	8/6/2010	7.2%	4.2%	3.0%	0.07
Joseph Piotroski	Book/Market Investor	8/6/2010	4.6%	4.2%	0.4%	0.11
Peter Lynch	P/E/Growth Investor	8/6/2010	3.4%	4.2%	-0.8%	0.07
Martin Zweig	Growth Investor	8/6/2010	2.5%	4.2%	-1.7%	0.06
Joel Greenblatt	Earnings Yield Investor	8/6/2010	0.3%	4.2%	-3.9%	0.07

Consensus Portfolios

Based on	Portfolio	Inception Date	Return	TSX	+/- TSX	Beta
Validea	Validea Hot List	8/6/2010	10.2%	4.2%	6.0%	0.07
Validea	Top Five Gurus	8/6/2010	9.4%	4.2%	5.2%	0.07