Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned -30.2%, underperforming the market by 128.1%.


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: -3.8% JSE: 7.6%
Year To Date: -11.8% JSE: 4.9%
Beta: 0.38 Accuracy: 52.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
LTE 8/23/2019 13.26%
GML 10/18/2019 7.14%
QFH 10/18/2019 2.97%

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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%