Model Portfolios by Type

Overview

Value Strategies (Long)

Buffett-Munger Screener top 25Top 25 Undervalued Predictable CompaniesTop 25 Historical Low P/S Ratio CompaniesTop 25 Historical Low P/B Ratio Companies

Guru Strategies

Most Broadly Held PortfolioMost Weighted PortfolioConsensus Picks PortfolioGuru Bargains Portfolio

Insider Strategies (Long)

Top 25 CEO BuysTop 25 CFO BuysTop 25 Insider Cluster Buys

Insider Strategies (Short)

Top 25 CEO SalesTop 25 CFO SalesTop 25 Insider Cluster Sales

Related Articles:

  1. New Model Portfolios: Insider Buys and Sells -Jan. 05, 2011
  2. New Model Portfolios: Overvalued Stocks - Jan. 04, 2011
  3. All Model Portfolios Have Been Rebalanced - Jan. 02, 2011
  4. Undervalued Predictable Portfolio Up 20.4%; All Positions Gained - Dec. 23, 2010
  5. New Model Portfolios: Historical Low P/S Ratios and Historical Low P/B Ratios - Jan. 05, 2010
  6. Model Portfolios Performance Review: How should you follow the Gurus?

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

As of May 24, 2019 portfolio is 134.63 (-0.28%)
PerformanceApril 11, 2014
(Inception)		Last
(May 24, 2019)		Last Change
(May 24, 2019) 		% Change
Since Inception		% Change
Since Last Rebalance
Portfolio100.72134.63-0.37-0.28%+33.67%%
S&P5001815.692826.06+3.82+0.14%+55.65%%

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 15.66% -10.29% 3.29% 7.02%
S&P500 12.73% 3.6% 11.32% 8.25% 11.99%

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