Hedged Portfolio - Undervalued vs. Overvalued

If 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.

For questions about how the Model Portfolios were constructed, please see the articles listed at the left side menu.

Guru Strategies:

All numbers do not include dividends.

Last Portfolio Rebalance: 2016-01-03

As of June 29, 2016 portfolio is 273.68 (+0.24%)
PerformanceDecember 31, 2010
(Inception)
Last
(June 29, 2016)
Last Change
(June 29, 2016)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio187.13273.68+0.64+0.24%+46.25%+3.76%
S&P5001257.642070.77+34.68+1.7%+64.66%+1.31%

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