Book/Market Investor

Based on the book by Joseph Piotroski

Since 2010, this portfolio has returned -13.8%, underperforming the market by 109.3%.


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: -1.7% JSE: 8.2%
Year To Date: 8.8% JSE: 3.6%
Beta: 0.39 Accuracy: 52.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
SBV 5/4/2018 54.93%
CRP 1/11/2019 13.55%
TRE 2/8/2019 3.37%

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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%
MND 117.95%
** 84.00%
** 77.27%
INL 71.40%