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Buffett-Munger top 25, Canada

Buffett-Munger Screener top 25, Stocks Traded in Canada

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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: 2014-01-08

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As of September 29, 2023 portfolio is 99.06 (+0.2%)
PerformanceApril 11, 2014
(September 29, 2023)
Last Change
(September 29, 2023)
% 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 4.28% 8.17% 6.57% 2.85%
S&P500 11.68% 17.79% 8.55% 8.02% 9.81% 9.1%

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