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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 January 25, 2021 portfolio is 237.64 (+1.34%)
PerformanceApril 11, 2014
(Inception)
Last
(January 25, 2021)
Last Change
(January 25, 2021)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100.72237.64+3.14+1.34%+135.94%%
S&P5001815.693855.36+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/IndexYTD1 Year3 Years5 Years10 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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