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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

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As of September 26, 2023 portfolio is 175.27 (-0.65%)
PerformanceApril 11, 2014
(Inception)
Last
(September 26, 2023)
Last Change
(September 26, 2023)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100.72175.27-1.15-0.65%+74.02%%
CSI 3002270.673692.89-21.71-0.58%+62.63%%

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 -8.11% -5.66% -0.35% 5.93%
CSI 300 -4.62% -3.75% -6.85% 1.56% 4.42% 3.38%

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