Value Investor

Based on the book by Benjamin Graham

Since 2010, this portfolio has returned 116.2%, outperforming the market by 36.4%.

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: 5.9% TSX: 4.4%
Year To Date: -11.3% TSX: 1.2%
Beta: 0.07 Accuracy: 51.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
RUS 8/18/2023 16.41%
TCW 3/3/2023 13.89%
DBM 12/8/2023 4.45%

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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%