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As the market concludes the first half of the year with a rough quarter, we are glad to see that all of the model portfolios outperformed the market in the first half. Two of them even delivered positive gain as the S&P500 index lost 7.57% year to date (not including dividends).
These are the details of the performances of the Model Portfolios
| Year-to-Date | Outperformance | Screener Link | |
| Broadest Owned | -7.33% | 0.23% | Aggregated Porfolio |
| Most Weighted | -6.13% | 1.44% | |
| Buffett-Munger Top 25 | -5.82% | 1.75% | Buffett-Munger Screener |
| Undervalued Predictable | -3.94% | 3.52% | Here |
| Guru Bargains | -3.46% | 4.11% | Guru Bargains |
| Historical Low P/B Ratios | -1.23% | 6.34% | Here |
| Historical Low P/S | 0.27% | 7.84% | Here |
| Consensus Picks | 2.26% | 9.83% | Here |
We like to point out that the model portfolios outperformed the market not only in this year, but also since inception, with the longest since more than 3 years ago, before the crash of 2008. All numbers do not include dividends.
We have 8 model portfolios. Four of them are formed based on Gurus’ portfolios. They are:
- Broadest Held Portfolio: 25 most broadly held stocks in Gurus’ portfolios
- Most Weighted Portfolio: 25 most weighted stocks in Gurus’ portfolios
- Consensus Picks Portfolio: top 25 consensus new picks in Gurus’ portfolios, delivered positive return of 2.26%
- Guru Bargains Portfolio: top 25 bargains on the day of portfolio update
Four others are value strategies that have proven. These are:
- Buffett-Munger Screener top 25: outperformed 1.75% in 6 months
- Top 25 Undervalued Predictable Companies: outperformed 3.52% in 6 months
- Top 25 Historical Low P/S Ratio Companies: outperformed 7.84% in 6 months, delivered positive return of 0.27%
- Top 25 Historical Low P/B Ratio Companies: outperformed 3.63% in 6 months
The portfolios of Top 25 Historical Low P/S Ratio Companies and Top 25 Historical Low P/B Ratio Companies are incepted at the beginning of this year. Top 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) ratios of these companies are less than 30% above their historical lows. Companies like Lakeland Bancorp Inc. (LBAI) and Family Dollar Stores Inc. (FDO) helped the performance of the portfolio. Each gained more than 33% year to date. The current list of the low Price/Sale stocks can be found here.
This is the performance chart:
Here we like to note the model portfolio of Top 25 Undervalued Predictable Companies. This portfolio was started in Jan. 2009. It delivered an astonishing gain of more than 52% in 2009. We rebalanced it in Jan. 2010, it still holds very well, outperforming again by 3.5%. Since incepted 18 months ago, the portfolio outperformed the market by more than 36%.
This is the performance chart:
Among the stocks owned in this portfolio, Landry's Restaurants Inc. (LNY) and World Acceptance Corp. (WRLD) were from last year, they have delivered return of 110% and 93%, respectively.
Conclusions: Our model portfolios proved that investors can outperform the market by either following gurus’ most notable picks, or following proven value strategies. These are the links to these strategies:
- Broadest Owned and Most Weighted Guru Stocks: Aggregated Guru Porfolio
- Guru Consensus Picks: Here
- Guru Bargains: Here
and
- Historical Low P/B Ratios: Here
- Historical Low P/S: Here
- Buffett-Munger Screener
- Undervalued Predictable Companies: Here
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