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

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

Guru Strategies:

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

Last Portfolio Rebalance: 2018-01-01

As of May 17, 2019 portfolio is 95.37 (-0.97%)
PerformanceJune 09, 2006
(Inception)
Last
(May 17, 2019)
Last Change
(May 17, 2019)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio10095.37-0.94-0.97%-4.63%-12.91%
S&P5001252.32859.53-16.79-0.58%+128.34%+6.95%

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 10.04% -7.39% 8.69% -3.14% 5.31%
S&P500 14.07% 5.12% 11.42% 8.77% 12.15%

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