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Buffett-Munger top 25, China/Hongkong

Buffett-Munger Screener top 25, Chinese/Hongkong Stocks

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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

As of September 17, 2021 portfolio is 205.73 (+2.29%)
PerformanceApril 11, 2014
(Inception)
Last
(September 17, 2021)
Last Change
(September 17, 2021)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100.72205.73+4.62+2.29%+104.26%%
CSI 3002270.674855.94+48.24+1%+113.85%%

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 -8.1% 13.84% 18.23% 9.98%
CSI 300 -4.21% 7.83% 15.52% 8.89% 6.22%

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