Buffett-Munger top 25, China/Hongkong

Buffett-Munger Screener top 25, Chinese/Hongkong Stocks

For questions about how the Model Portfolios were constructed, please see the articles listed on the left side of the menu.

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

The details of this portfolio is for Premium Member only, please take a FREE TRIAL

As of January 06, 2026 portfolio is 187.68 (+0.5%)
PerformanceApril 11, 2014
(Inception)
Last
(January 06, 2026)
Last Change
(January 06, 2026)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100.72187.68+0.93+0.5%+86.34%%
CSI 3002270.674717.75+87.81+1.9%+107.77%%

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 1.29% 7.71% -1.09% -4.14% 3.93%
CSI 300 1.43% 24.97% 5.82% -2.73% 3.45% 2.69%

You need to log in to see the details of this portfolio