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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: 2023-01-01

As of October 02, 2023 portfolio is 94.76 (-1.49%)
PerformanceJune 09, 2006
(Inception)
Last
(October 02, 2023)
Last Change
(October 02, 2023)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio10094.76-1.43-1.49%-5.24%+11.52%
S&P5001252.304288.39+0.34+0.01%+242.44%+11.69%

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 11.52% 2.61% -15.44% -2.04% -0.7% 1.48%
S&P500 11.69% 19.48% 8.24% 7.96% 9.83% 9.4%

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