Book/Market Investor

Based on the book by Joseph Piotroski

Since 2004, this portfolio has returned 165.7%, outperforming the market by 47.5% using its optimal annual rebalancing period and 20 stock portfolio size.

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: 7.5% S&P 500: 5.9%
Year To Date: 8.9% S&P 500: 11.8%
Beta: 1.09 Accuracy: 55.0%
Full Return History

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Portfolio Holdings

Ticker Date Added Return
CZZ 6/30/2017 29.33%
TECK 6/30/2017 26.72%
IAG 6/30/2017 22.29%

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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%