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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
(July 23, 2024)
Last Change
(July 23, 2024)
% Change
Since Inception
% Change
Since Last Rebalance

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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