Up until Friday, the S&P 500 recovered all of the losses it incurred in January and the first half of February and turned just positive for the year. How is your portfolio doing?
GuruFocus Value Strategies performed well again in the challenging market. As of today, all the Value Strategies delivered market beating returns. You can see the performances of the model portfolios here. GuruFocus Top 25 Historical Low P/S Ratio Companies gained close to 10.5% YTD, and 22 out of the 25 stocks generating positive returns. Only three out of the 25 stocks underperformed the market.
This is how Top 25 Historical Low P/S Ratio Companies are selected: these companies have at least 4-star Business Predictability rank. However the price/sales (P/S) ratio of each of these companies is less than 30% above its historical low. You can see the current list of Top Ranked historical Low P/S Companies here.
GuruFocus Historical Low P/B Strategy gained 7% YTD. Compared with Low P/S strategy, this strategy selects the companies that have at least 4-star rank in business predictability, but traded at close to historical low P/B ratio. The current list of stocks can be found here.
Top 25 Undervalued Predictable Companies portfolio gained 3.71% YTD. Since inception in 2009, it has outperformed the market by wide margins. The stocks in the portfolio also did well this year. Also 17 out of the 25 stocks are generated positive returns this year. You can find the current list of Top Ranked Undervalued Predictable Companies here.
Guru Most Broadly Owned Portfolio, which outperformed S&P 500 9 out of the last 10 years, has underperformed slightly this year. You can see Guru Aggregated Portfolio here.
If you want to invest in this historical low P/S portfolio, please look at this DIY guide.
These value strategies are for GuruFocus Premium Members only. If you are not a Premium Member, we invite you for a 7-day Free Trial.
