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High Quality Low CAPEX Companies US

Top 20 High Quality & Low CAPEX US companies screened from here. These companies are of high quality and belong to low Capex industries.

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Guru Strategies:

All numbers do not include dividends. The Since Inception return is the cumulative return since inception date.

Last Portfolio Rebalance: 2024-01-01

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As of May 31, 2024 portfolio is 177.22 (-0.09%)
PerformanceDecember 31, 2020
(Inception)
Last
(May 31, 2024)
Last Change
(May 31, 2024)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100177.22-0.16-0.09%+77.22%+17.4%
S&P5003756.075277.51+42.03+0.8%+40.51%+10.64%

Annualized Performance

The following are the average annualized total return over certain years. For YTD, the figure is not annualized and it represents the cumulative total return.
Portfolio/IndexYTD1 Year3 Years5 Years10 Years
Portfolio 17.4% 39.77% 16.42%
S&P500 10.64% 26.18% 7.84% 13.89% 10.61% 12.25%

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