Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned 97.0%, outperforming the market by 13.9%.


This value-quant strategy screens for high book-to-market stocks, and then separates out financially sound firms by looking at a host of improving financial criteria.

Annual Return: 5.0% TSX: 4.5%
Year To Date: 17.4% TSX: 3.1%
Beta: 0.11 Accuracy: 52.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
TECK.A 10/15/2021 62.72%
HPS.A 12/8/2023 22.95%
ARX 8/18/2023 17.70%

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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
CVE 243.99%
FM 238.82%
EDV 153.52%
** 146.89%
BIR 138.21%