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How Are GuruFocus Model Portfolios Faring Beside the Market in 2012?
Posted by: Dianne Tordillo (IP Logged)
Date: December 28, 2012 03:51PM

The investment ideas that can be generated from the assortment of GuruFocus Model Portfolios are endless. The site offers more than a dozen model portfolios based on different criteria, to help value investors foresee the performance of certain combinations of strategically placed stocks.

Knowing that the S&P 500 Index is up by 13.44 percent this year, let’s find out how our very own model portfolios are doing.

GuruFocus’ top-performing Buffett-Munger Portfolio and the stocks that positively contributed the most to it this year were highlighted in Most Market Value Returns of the Buffett-Munger Portfolio. Below, you will find more of GuruFocus’ model portfolios and the positions that guided their performances in 2012. These are the stocks that have helped deliver the market values in the portfolios this year.

Top 25 Undervalued Predictable Companies


This year, the Top 25 Undervalued Predictable Companies portfolio has underperformed by 1.1 percent, but not as much as it did last year, when it was down 3.3 percent. However, it has gained 78.99 percent in value since its inception in 2008.

The top three stocks in the portfolio are currently:
  1. Gruma S.A.B. de C.V. (GMK) – the stock of large corn and wheat tortillas producer, Gruma, has gone up in market value by 58.85 percent year to date. Gurus who own the stock include Jim Simons, John Hussman and Jeff Auxier.
  2. Credit Acceptance Corp. (CACC) –the stock of auto insurance provider, Credit Acceptance, has surged in market value by 20 percent year to date. Gurus who own the stock include Jim Simons, Paul Tudor Jones and Jeremy Grantham.
  3. Express Scripts (ESRX) –the stock of health benefits manager, Express Scripts, has increased by 19 percent this year. Gurus who have the stock in their portfolios include Chris Davis, Steve Mandel and Lee Ainslie.
View the full portfolio at Top 25 Undervalued Predictable Companies.

Top 25 Historical Low P/S Ratio Companies

This year, the Top 25 Historical Low P/S Ratio Companies portfolio is beating the S&P 500 by 4.1 percent, up by 17.5 percent, making up from last year’s 2 percent underperformance. It has gained 37.09 percent since inception.

The top three stocks in the portfolio are currently:
  1. Medifast Inc. (MED) –the stock of weight and disease management consumable product maker, Medifast, is up 87.17 percent year to date. Gurus who hold the stock include Jim Simons, Joel Greenblatt and Steven Cohen.
  2. Computer Sciences Corp. (CSC) – the stock of IT services provider, Computer Sciences Corp. has delivered 65.57 percent in market value year to date. Gurus who own the stock include Dodge & Cox, David Einhorn and Larry Robbins.
  3. HDFC Bank Ltd. (HDB) – the stock of Indian private sector bank and financial services company, HDFC, is up 56.5 percent year to date. Gurus who currently have the stock in their portfolios include Ken Fisher, Jeremy Grantham and Jim Simons.
View the full portfolio at Top 25 Historical Low P/S Ratio Companies. (Note: the Top 25 Historical P/B Ratio Companies portfolio is performing just as well the P/S Ratio Companies, having the same three stocks leading this year’s performance.)

Consensus Picks


The Consensus Picks portfolio is doing almost as well as the S&P 500, having gone up 13.1 percent this year. Last year, it was down 8 percent. Since inception, it has increased in value by 3.01 percent.

The three stocks that lead the portfolio are:
  1. Sprint Nextel Corp. (S) – The stock of wireless communications company, Sprint Nextel, has surged in value by an impressive 140.17 percent. The Gurus who own the stock include Francis Chou, Mario Gabelli and Leon Cooperman.
  2. Prestige Brands Holdings Inc. (PBH) – The stock of health and personal care, and household cleaning provider, Prestige Brands, has gained 74.53 percent in market value this year. Gurus who own the stock include Ken Fisher, John Paulson and Wallace Weitz.
  3. Computer Sciences Corp. (CSC) – the stock of IT services provider, Computer Sciences Corp. has delivered 65.57 percent in market value year to date. Gurus who own the stock include Dodge & Cox, David Einhorn and Larry Robbins.
View the full portfolio at Consensus Picks.

Guru Bargains


Amazingly, the Guru Bargains portfolio is up 16.7 percent this year, making up for its 23.8 percent loss in 2011. Since inception, the portfolio has unfortunately tanked by 24.74 percent.

The leaders in the portfolio are:
  1. Valero Energy Corp. (VLO) – Energy stock, Valero, has gone up 59.8 percent this year. Gurus who own the stock include Charles Brandes, Richard Snow and Alan Fournier.
  2. Sprint Nextel Corp. (S) – The stock of wireless communications company, Sprint Nextel, has surged in value by an impressive 140.17 percent. The Gurus who own the stock include Francis Chou, Mario Gabelli and Leon Cooperman.
  3. Liberty Media Corp. (LMCA) – The stock of digital commerce media operator, Liberty Media, has increased in value by 46.52 percent year to date. Gurus who hold the stock include Warren Buffett, Murray Stahl and Ted Weschler.
View the full portfolio at Guru Bargains.

Most Broadly Held


The Most Broadly Held portfolio has gained 14.9 percent in value this year. Last year, it only slightly gained 0.5 percent, and the year before that, it gained 12.7 percent. Since inception, the portfolio has increased by 31.89 percent.

The three leading stocks in the portfolio are:
  1. Comcast Corp. (CMCSK) - The stock of video, Internet and voice services provider, Comcast, has gone up by 50.72 percent year to date. Gurus who currently own the stock include Jean-Marie Eveillard, Donald Yacktman and Tom Russo.
  2. Visa Inc. (V) – The stock of global payments technology company, Visa, has delivered 47.15 percent year to date. Gurus who own the stock include Frank Sands, Andreas Halvorsen and Ken Fisher.
  3. Apple Inc. (AAPL) – The stock of Apple has gained 26 percent year to date. Gurus who own the stock include Frank Sands, Jeremy Grantham and Tiger Global Management.
View the full portfolio at Most Broadly Held.

Most Weighted

The Most Weighted portfolio is doing alright this year, gaining about 3 percent. Last year, it lost 15.8 percent in value, whereas in 2010, in gained 15.1 percent in value. Since inception, the portfolio has gone up 11.63 percent.

The top three stocks in the portfolio are:
  1. American International Group Inc. (AIG) – Stock of insurance provider, AIG, has gone up 50.73 percent year to date. Gurus who own the stock include Bruce Berkowitz, Daniel Loeb and George Soros.
  2. Jefferies Group Inc. (JEF) - The stock of independent global securities investment banking firm, Jefferies Group, has grown in market value by 35 percent year to date. Gurus who own the stock include Ian Cumming, Bruce Berkowitz and Chuck Royce.
  3. Mueller Industries Inc. (MLI) – Stock of copper, brass, and aluminum products manufacturer, Mueller, has gained 29 percent this year. Gurus who have stake in the company include Ken Fisher, Chuck Royce and Jean-Marie Eveillard.
View the full portfolio at Most Weighted.

Top 25 Historical High P/S Ratio Companies


This portfolio has gone up 10 percent this year. Since inception, it has increased 20.24 percent.

The top three stocks that lead its performance include:
  1. National Research Corp. (NRCI) – Stock of performance measurement and improvement services provider, NRCI, has surged 35.64 percent this year. Currently, no investors followed by GuruFocus have stake in the company.
  2. United-Guardian Inc. (UG) – Stock of research and product development company, United-Guardian has gone up 28.59 percent. Only Guru, Mario Gabelli currently holds the stock.
  3. Roper Industries Inc. (ROP) – Stock of industrial company, Roper Industries, has gained 27 percent this year. Gurus including Ron Baron, Chuck Royce and Mario Gabelli have stake in the company.
View the full portfolio at Top 25 Historical High P/S Ratio Companies.

Top 25 Overvalued Predictable Companies


The Top 25 Overvalued Predictable Companies portfolio has gained 14.4 percent this year. Since inception, it has delivered 16.78 percent in return.

The top three stocks in the portfolio are:
  1. Tyler Technologies Inc. (TYL) - Stock of integrated public sector management solutions and services provider, Tyler Technologies, has gone up 58.95 percent year to date. Gurus who have stake in the stock include Columbia Wanger, Mario Gabelli and Steven Cohen.
  2. Nordson Corp. (NAS) - Stock of adhesive, sealants and coatings company, Nordson Corp. has gained 50.83 percent this year. Gurus who have stake in the company include Columbia Wanger, Chuck Royce and Ron Baron.
  3. Monsanto Company (MON) – Stock of agriculture products provider, Monsanto, has increased 34 percent year to date. Gurus who have holding of the stock include PRIMECAP Management, Chris Davis and Manning & Napier Advisors Inc.
View the full portfolio at Top 25 Overvalued Predictable Companies.

Make sure to check out the comprehensive list of charts that compare all model portfolios.

About the GuruFocus Model Portfolios


Below, you will find very useful articles that go into detail about each of the portfolios that were highlighted above. If you would like to view the comprehensive charts comparing the value strategies and Guru strategies portfolios, visit GuruFocus Model Portfolios.

GuruFocus premium membership is needed to access the details of the portfolios and screeners. We also publish a monthly Buffett-Munger newsletter which features the picks from Buffett-Munger Screener. If you are a premium member, you can download this for free, but if not, we invite you for a 7-day Free Trial.

To read more about different GuruFocus Model Portfolios, view these informative articles:

How Should You Follow the Gurus?

All Model Portfolios Have Been Rebalanced

Model Portfolio Performance Update – Aug. 2012

How GuruFocus Value Strategies Outperformed

New Model Portfolios: Insider Buys and Sells

New Model Portfolios: Overvalued Stocks

New Model Portfolios: Historical Low P/S and P/B Ratios



Guru Discussed: Mario Gabelli: Current Portfolio, Stock Picks
Ken Fisher: Current Portfolio, Stock Picks
Stocks Discussed: GMK, CACC, ESRX, MED, CSC, HDB, S, PBH, VLO, S, LMCA, CMCSK, V,
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