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Guru Bargains Portfolio

Top 25 portfolio from Guru Bargains at the time of rebalance. The current list of stocks that meet this criteria can be found here

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Guru Strategies:

All numbers do not include dividends. The Since Inception return is the cumulative return since inception date.

Last Portfolio Rebalance: 2024-06-26

As of July 23, 2024 portfolio is 117.75 (+0.31%)
PerformanceJune 09, 2006
(Inception)
Last
(July 23, 2024)
Last Change
(July 23, 2024)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100117.75+0.37+0.31%+17.75%+5.65%
S&P5001252.305555.74-8.67-0.16%+343.64%+1.58%

Annualized Performance

The following are the average annualized total return over certain years. For YTD, the figure is not annualized and it represents the cumulative total return.
Portfolio/IndexYTD1 Year3 Years5 Years10 Years
Portfolio 8.45% 5.81% -15.15% 3.46% 0.31% 4.28%
S&P500 16.48% 21.98% 7.98% 12.96% 10.88% 12.26%

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