Value Investor

Based on the book by Benjamin Graham

Since 2010, this portfolio has returned 186.7%, outperforming the market by 61.5%.

Value
TSX

This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.

Annual Return: 7.3% TSX: 5.6%
Year To Date: 7.7% TSX: 7.4%
Beta: 1.20 Accuracy: 53.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
DPM 1/3/2025 57.56%
POU 3/28/2025 22.23%
SVM 2/28/2025 16.41%

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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
** 260.07%
WJX 140.43%
** 139.12%
** 128.76%
IVN 97.24%