Buffett-Munger top 25, China/Hongkong
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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 January 25, 2021 portfolio is 237.64 (+1.34%) |
Performance | April 11, 2014 (Inception) | Last (January 25, 2021) | Last Change (January 25, 2021) | % Change Since Inception | % Change Since Last Rebalance |
---|
Portfolio | 100.72 | 237.64 | +3.14 | +1.34% | +135.94% | % |
S&P500 | 1815.69 | 3855.36 | +13.89 | +0.36% | +112.34% | % |
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/Index | YTD | 1 Year | 3 Years | 5 Years | 10 Years |
---|
Portfolio |
4.72% |
63.72% |
12.92% |
15.1% |
|
S&P500 |
2.58% |
15.99% |
11.06% |
15.1% |
11.61% |
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