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Top 25 52-week Low Predictable Companies

Top 25 52-week Low Predictable Companies. These companies have been very predictable in their business operations. The companies in this model portfolio are traded in NAS and NYSE, and each is traded near its 52-week low price point. The current list of stocks that meet this criteria can be found here.

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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: 2024-01-01

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As of July 12, 2024 portfolio is 373.98 (+1.08%)
PerformanceDecember 30, 2009
(Inception)
Last
(July 12, 2024)
Last Change
(July 12, 2024)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio100373.98+3.99+1.08%+273.98%+2.62%
S&P5001126.425615.35+30.81+0.55%+398.51%+17.73%

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 2.62% -6.58% -5% 4.39% 6.18%
S&P500 17.73% 25.48% 8.59% 13.24% 11.04% 12.71%

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