Book/Market Investor

Based on the book by Joseph Piotroski

Since 2004, this portfolio has returned 156.3%, outperforming the market by 10.5% using its optimal annual rebalancing period and 20 stock portfolio size.

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S&P 500

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: 6.7% S&P 500: 6.4%
Year To Date: -8.7% S&P 500: 5.4%
Beta: 1.08 Accuracy: 51.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
LPL 6/29/2018 15.29%
YPF 6/29/2018 10.53%
PKX 6/30/2017 9.91%

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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
** 385.48%
** 224.56%
** 192.00%
DDS 173.80%
** 129.17%