Model Portfolios by TypeOverview Guru StrategiesConsensus Picks PortfolioGuru Bargains Portfolio Most Broadly Held Portfolio Most Weighted Portfolio Value Strategies (Long)Buffett-Munger Screener top 25Top 25 Undervalued Predictable Companies Top 25 Historical Low P/S Ratio Companies Top 25 Historical Low P/B Ratio Companies Value StrategiesTop 25 Historical High P/S Ratio CompaniesTop 25 Overvalued Predictable Companies Value Strategies (Hedged)Hedged Portfolio - Undervalued vs. OvervaluedHedged Portfolio - Low P/S vs. High P/S Insider Strategies (Long)Top 25 CEO BuysTop 25 CFO Buys Top 25 Insider Cluster Buys Insider Strategies (Short)Top 25 CEO SalesTop 25 CFO Sales Top 25 Insider Cluster Sales Related Articles:
| Model PortfoliosTweet Can we invest based on the gurus' recent stock picks and holdings? What kind of returns can we expect if we invest based on the consensus picks of gurus or the bargain candidates and the stocks many of them hold? What kind of returns can we expect if we buy the top-ranked stocks? In order to find out the answers to these questions, we have constructed a few model portfolios based on different criteria. Click on the charts to find out the details and holdings for each of them. Guru Strategies:All numbers do not include dividends.
Value Strategies (Long): All numbers do not include dividends.
Value Strategies: All numbers do not include dividends.
Consensus Picks Portfolio: top 25 consensus new picksThese are the top 25 consensus picks of the Gurus during the most recent quarter. The rank is based on the number of the gurus who bought the stock. All other things being equal, the stocks that the gurus bought in higher concentrations (percentage of portfolio) are ranked higher. The portfolio is updated every 12 months. The current list of stocks that meet this criteria can be found hereGuru Bargains Portfolio: top 25 bargains on the day of portfolio updateTop 25 portfolio from Guru Bargains at the time of rebalance. The current list of stocks that meet this criteria can be found hereMost Broadly Held Portfolio: 25 most broadly held stocksThese are the most broadly held 25 stocks in Gurus' holdings. The rank is based on the number of the gurus who hold the stock. All other things being equal, the stocks that the gurus hold in higher concentrations (percentage of portfolio) are ranked higher. The portfolio is updated every 12 months. The current list of stocks that meet this criteria can be found hereMost Weighted Portfolio: 25 most weighted stocksThese are the 25 stocks with the most heavily weighted positions among the combined holdings of the Gurus. The rank is based on the combined positions of the stocks in the Gurus holdings. For instance: if Guru A holds 17% of WMT in his holding, and Guru B holds 5%, and Guru C holds 4%,the combined weighting is defined as 17+5+4=26. The portfolio is updated every 12 months. The current list of stocks that meet this criteria can be found hereBuffett-Munger Screener top 25: Buffett-Munger Screener top 25Top 25 stocks from the Buffett-Munger Screener, 1. These companies are undervalued based on DCF model. The portfolio consists of the top 25 most undervalued on the day of rebalance.Top 25 Undervalued Predictable Companies: Top 25 Undervalued Predictable CompaniesTop 25 Undervalued Predictable Companies screened from here. These companies have the best predictabilities, and their stock prices are undervalued the most relative to their intrinsic values calculated with DCF Model.Top 25 Historical Low P/S Ratio Companies: Top 25 Historical Low P/S Ratio CompaniesTop 25 Historical Low P/S Ratio Companies. These companies have been very predictable in their business operations. Their sales and earnings have consistently grown for at least the past decade. However the price/sales (P/S) ratio of each of these companies is less than 30% above its historical low. The current list of stocks that meet this criteria can be found here.Top 25 Historical Low P/B Ratio Companies: Top 25 Historical Low P/B Ratio CompaniesTop 25 Historical Low P/B Ratio Companies. These companies have been very predictable in their business operations. Their sales and earnings have consistently grown for at least the past decade. However the price/book (P/B) ratios of each of these companies is less than 30% above its historical low. . The current list of stocks that meet this criteria can be found here.Top 25 Historical High P/S Ratio Companies: Top 25 Historical High P/S Ratio CompaniesTop 25 Historical High P/S Ratio Companies. These companies have predictable business, but traded at historical high P/S ratios. The purpose of this portfolio is to show that over-valued stocks appreciate less than the undervalued ones.For details, see New Model Portfolios: Overvalued Stocks Top 25 Overvalued Predictable Companies: Top 25 Overvalued Predictable CompaniesTop 25 Overvalued Predictable Companies. These companies have predictable business, but are over valued as measured by DCF model. The purpose of this portfolio is to show that over-valued stocks appreciate less than the undervalued ones.For details, see New Model Portfolios: Overvalued Stocks Hedged Portfolio - Undervalued vs. Overvalued: Hedged Portfolio - Undervalued vs. OvervaluedIf one runs a portfolio by being long on the undervalued stocks and being short the same amount of overvalued stocks, the performance of the portfolio will be decided by the difference in the performances of the undervalued stocks and overvalued stocks. The shorted stocks serve as the market hedge, and the portfolio will be market neutral. The performances of the general market will not affect the returns of the portfolio.The performance of this hedged portfolio is from the relative performances of the model portfolios of Undervalued Predictable Companies to Overvalued Predictable Companies. Hedged Portfolio - Low P/S vs. High P/S: Hedged Portfolio - Low P/S vs. High P/SIf one runs a portfolio by being long on the undervalued stocks and being short the same amount of overvalued stocks, the performance of the portfolio will be decided by the difference in the performances of the undervalued stocks and overvalued stocks. The shorted stocks serve as the market hedge, and the portfolio will be market neutral. The performances of the general market will not affect the returns of the portfolio.The performance of this hedged portfolio is from the relative performances of the model portfolios of historical low P/S ratios to the historical high P/S ratios. Top 25 CEO Buys: Top 25 CEO BuysTop 25 CEO BuysTop 25 CFO Buys: Top 25 CFO BuysTop 25 CFO BuysTop 25 Insider Cluster Buys: Top 25 Insider Cluster BuysTop 25 Insider Cluster BuysTop 25 CEO Sales: Top 25 CEO SalesTop 25 CEO SalesTop 25 CFO Sales: Top 25 CFO SalesTop 25 CFO SalesTop 25 Insider Cluster Sales: Top 25 Insider Cluster SalesTop 25 Insider Cluster SalesQuestions about how the Model Portfolios were constructed, please the articles listed at the left side menu.. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
