Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned -60.0%, underperforming the market by 151.8%.

Book/Market
JSE

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: -8.7% JSE: 6.7%
Year To Date: -45.6% JSE: -6.1%
Beta: 0.47 Accuracy: 50.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
AEE 9/18/2020 38.98%
STP 9/18/2020 4.09%
CAT 6/26/2020 -2.20%

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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
** 125.00%
** 117.95%
** 84.00%
** 77.27%
INL 71.40%