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Consensus Picks Portfolio

The top 25 consensus picks of the Gurus in the last quarter. The rank is based on the number of the gurus that have bought the stock. If this number is the same, the stocks that the gurus bought in higher positions (percentage to portfolio) are ranked higher. The portfolio is updated every 12 months.



Questions about how the Model Portfolios were constructed, click here.

Last Portfolio Rebalance: 2009-01-01


As of November 19, 2009 portfolio is 82.38 (-0.43%)
Performance May 23, 2006
(Inception)
Last
(November 19, 2009)
Last Change
(November 19, 2009)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100.2482.38-0.36-0.43%-17.82%+30.3%
S&P5001256.571094.9-14.9-1.34%-12.87%+21.22%




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User Notes, Comments, and Questions
fixed! sorry about that.
Gurufocus - Why can't I see the holdings in the model portfolios anymore? I used to be able to see the holdings, but now there is a link telling me to log in. However, I'm already logged in and following the link does nothing but bring me back to the home page.
This page has been updated, to add the tabs in charts. Two other model portfolios are added. One is for the Buffett-Munger Screener, the other is for Undervalued Predictable Companies.
Can we have a 1 year chart of the most-weighted and broadest held stocks as of 12/31/07 so we can see how guru stocks did over the past year?
this is the portfolio which has the guru's largest aggregate holdings. The 'broadly held' portfolio is the one where the largest number of gurus have at least one share.
Can you expend on how this portfolio was made, how you picked the number of shares and also what is the difference between broadest portfolio and consensus portfolio. (In my mind, the most broadly held 25 stocks should also be the ones with biggest consensus, but I must be wrong)

Since this portfolio did the best, is there any prior data to see how it performed in other years and how it did in up markets vs down markets.
how has this list done for 2008? 2007? 2006? YTD2009?
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