Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned -53.0%, underperforming the market by 152.6%.


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: -7.4% JSE: 7.3%
Year To Date: -36.0% JSE: -2.3%
Beta: 0.47 Accuracy: 51.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
INP 6/26/2020 4.99%
OMN 6/26/2020 1.07%
CAT 6/26/2020 0.00%

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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%